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EQIN

Columbia U.S. Equity Income ETF

39 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, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

40% more capital invested

Capital invested by funds: $91.6M → $128M (+$36.6M)

5% more funds holding

Funds holding: 3739 (+2)

2.67% less ownership

Funds ownership: 60.76%58.09% (-2.7%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$60.7M +$31M +706,302 +110%
Ameriprise
2
Ameriprise
Minnesota
$29.5M +$787K +17,920 +3%
SFS
3
Sowell Financial Services
Arkansas
$7.75M -$162K -3,694 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$4.3M +$1.45M +33,025 +53%
GIA
5
Gladstone Institutional Advisory
Florida
$2.97M +$107K +2,437 +4%
NA
6
NewEdge Advisors
Louisiana
$2.96M +$29.6K +673 +1%
Stifel Financial
7
Stifel Financial
Missouri
$2.72M +$1.91M +43,438 +257%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.36M +$826K +18,807 +56%
Citadel Advisors
9
Citadel Advisors
Florida
$1.59M +$1.56M +35,396 New
PA
10
Prism Advisors
California
$1.38M -$187K -4,250 -12%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.28M +$366K +8,320 +41%
RFN
12
Redwood Financial Network
Ohio
$1.17M +$26.6K +606 +2%
GM
13
GeoWealth Management
Illinois
$975K +$3.16K +72 +0.3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$958K +$739K +16,818 +378%
AF
15
Allworth Financial
California
$946K -$9.4K -214 -1%
Goldman Sachs
16
Goldman Sachs
New York
$809K
PPW
17
Parcion Private Wealth
Washington
$669K +$76.1K +1,733 +13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$606K -$545K -12,396 -48%
JP Morgan Chase
19
JP Morgan Chase
New York
$576K +$90.5K +2,059 +19%
PS
20
Principal Securities
Iowa
$540K +$514K +11,698 +3,899%
PAG
21
Private Advisor Group
New Jersey
$528K +$95.1K +2,164 +23%
CWM
22
Congress Wealth Management
Massachusetts
$429K +$418K +9,514 New
WIM
23
Westside Investment Management
California
$345K +$217K +4,930 +181%
IF
24
Intrua Financial
Texas
$313K +$305K +6,950 New
GSEP
25
Golden State Equity Partners
California
$267K

EQIN Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q2 2025, worth a combined $128M — up 40% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EQIN positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $31M. The largest seller was KWB Wealth, exiting entirely with an estimated $2.13M sold.

  • 39 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $128M of Columbia U.S. Equity Income ETF stock for Q2 2025, up 40% quarter-over-quarter.
  • 8 funds opened new Columbia U.S. Equity Income ETF positions in Q2 2025 and 5 closed out, a net change of +3 holders.
  • The largest Columbia U.S. Equity Income ETF buyer in Q2 2025 was LPL Financial, an estimated $31M added.
  • The largest Columbia U.S. Equity Income ETF seller in Q2 2025 was KWB Wealth, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2025.