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EQIN

Columbia U.S. Equity Income ETF

46 hedge funds and large institutions have $151M invested in Columbia U.S. Equity Income ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $148M → $151M (+$2.99M)

0.16% more ownership

Funds ownership: 59.77%59.93% (+0.16%)

2% less funds holding

Funds holding: 4746 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$66M -$1.73M -36,986 -3%
Ameriprise
2
Ameriprise
Minnesota
$28.6M +$174K +3,718 +0.6%
SFS
3
Sowell Financial Services
Arkansas
$8.68M +$361K +7,715 +4%
Stifel Financial
4
Stifel Financial
Missouri
$8.15M +$2.43M +51,946 +43%
NA
5
NewEdge Advisors
Louisiana
$5.58M -$496K -10,612 -8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.48M +$1.91M +40,785 +126%
GIA
7
Gladstone Institutional Advisory
Florida
$3.39M -$83K -1,773 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$3.34M -$775K -16,564 -19%
Goldman Sachs
9
Goldman Sachs
New York
$2.34M +$1.75M +37,392 +316%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.12M -$30.4K -649 -1%
PA
11
Prism Advisors
California
$1.71M +$96.1K +2,053 +6%
AF
12
Amara Financial
California
$1.36M -$93.2K -1,992 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.26M -$955K -20,411 -43%
CFM
14
Cornerstone Financial Management
Massachusetts
$1.24M +$1.22M +26,056 New
AWP
15
Axis Wealth Partners
Rhode Island
$1.22M -$26.6K -568 -2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$312K +6,660 +45%
AF
17
Allworth Financial
California
$998K +$328 +7 +0%
GM
18
GeoWealth Management
Illinois
$985K -$26.1K -557 -3%
MP
19
McDonald Partners
Ohio
$818K +$501K +10,707 +164%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$771K -$536K -11,450 -41%
PPW
21
Parcion Private Wealth
Washington
$749K
JP Morgan Chase
22
JP Morgan Chase
New York
$739K
IWM
23
IHT Wealth Management
Illinois
$669K +$145K +3,104 +28%
PAG
24
Private Advisor Group
New Jersey
$641K +$62.6K +1,337 +11%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$577K +$244K +5,205 +75%

EQIN Hedge Fund Activity: Q4 2025 in Review

46 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Columbia U.S. Equity Income ETF (EQIN) for Q4 2025, worth a combined $151M — up 2% from $148M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EQIN and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 20 added.

The largest buyer was Stifel Financial, adding an estimated $2.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.81M sold.

  • 46 institutional investors held Columbia U.S. Equity Income ETF (EQIN) as of Q4 2025, down from 47 in Q3 2025.
  • Funds reported $151M of Columbia U.S. Equity Income ETF stock for Q4 2025, up 2% quarter-over-quarter.
  • 6 funds opened new Columbia U.S. Equity Income ETF positions in Q4 2025 and 7 closed out, a net change of -1 holder.
  • The largest Columbia U.S. Equity Income ETF buyer in Q4 2025 was Stifel Financial, an estimated $2.43M added.
  • The largest Columbia U.S. Equity Income ETF seller in Q4 2025 was Citadel Advisors, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2025.