EQIN

Columbia U.S. Equity Income ETF

40 hedge funds and large institutions have $128M invested in Columbia U.S. Equity Income ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$60.7M +$31.8M +706,302 +110%
Ameriprise
2
Ameriprise
Minnesota
$29.5M +$807K +17,920 +3%
SFS
3
Sowell Financial Services
Arkansas
$7.75M -$166K -3,694 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$4.3M +$1.49M +33,025 +53%
GIA
5
Gladstone Institutional Advisory
Florida
$2.97M +$110K +2,437 +4%
NA
6
NewEdge Advisors
Louisiana
$2.96M +$30.3K +673 +1%
Stifel Financial
7
Stifel Financial
Missouri
$2.72M +$1.96M +43,438 +257%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.36M +$847K +18,807 +56%
Citadel Advisors
9
Citadel Advisors
Florida
$1.59M +$1.59M +35,396 New
PA
10
Prism Advisors
California
$1.38M -$191K -4,250 -12%
RFN
11
Redwood Financial Network
Ohio
$1.17M +$27.3K +606 +2%
GM
12
GeoWealth Management
Illinois
$975K +$3.24K +72 +0.3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$958K +$757K +16,818 +378%
AF
14
Allworth Financial
California
$946K -$9.64K -214 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$859K -$32.2K -727 -4%
Goldman Sachs
16
Goldman Sachs
New York
$809K
PPW
17
Parcion Private Wealth
Washington
$669K +$78.1K +1,733 +13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$606K -$558K -12,396 -48%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$576K +$92.7K +2,059 +19%
PS
20
Principal Securities
Iowa
$540K +$527K +11,698 +3,899%
PAG
21
Private Advisor Group
New Jersey
$528K +$97.5K +2,164 +23%
CWM
22
Congress Wealth Management
Massachusetts
$429K +$429K +9,514 New
WIM
23
Westside Investment Management
California
$345K +$222K +4,930 +181%
IF
24
Intrua Financial
Texas
$313K +$313K +6,950 New
GSEP
25
Golden State Equity Partners
California
$267K