Columbia India Consumer ETF
INCO
32 hedge funds and large institutions have $34.8M invested in Columbia India Consumer ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
33% more funds holding
Funds holding: 24 → 32 (+8)
0% less capital invested
Capital invested by funds: $34.9M → $34.8M (-$116K)
5.23% less ownership
Funds ownership: 27.88% → 22.65% (-5.2%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$2.87M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$452K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$446K |
| 4 |
SG Americas Securities
New York
|
+$245K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.7M |
| 3 |
Jane Street
New York
|
-$1.71M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$865K |
| 5 |
LPL Financial
San Diego,
California
|
-$514K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
26
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $20K | +$18.3K | +396 | New |
|
|
SWM
27
SeaCrest Wealth Management
Purchase,
New York
| $19K | +$17.3K | +375 | New |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $15K | – | – | – |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $13K | +$12.5K | +270 | New |
|
|
AIS
30
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $6K | +$5.45K | +118 | New |
|
|
GT
31
Glenmede Trust
Philadelphia,
Pennsylvania
| $4K | – | – | – |
|
|
32
Wells Fargo
San Francisco,
California
| – | -$865K | -20,354 | Closed |
|
|
33
LPL Financial
San Diego,
California
| – | -$514K | -12,095 | Closed |
|
|
OMC
34
Old Mission Capital
Chicago,
Illinois
| – | -$309K | -7,262 | Closed |
|
|
VSI
35
Verde Servicos Internacionais
Sao Paulo,
Brazil
| – | -$212K | -5,000 | Closed |
|
36
Verition Fund Management
Greenwich,
Connecticut
| – | -$212K | -4,979 | Closed |
|
INCO Hedge Fund Activity: Q4 2017 in Review
32 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q4 2017, worth a combined $34.8M — down 0.33% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new INCO positions and 5 closed out — a net gain of 8 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was ACG Wealth, opening a new position worth an estimated $2.87M. The largest seller was Morgan Stanley, cutting an estimated $6.11M.
- 32 institutional investors held Columbia India Consumer ETF (INCO) as of Q4 2017, up from 24 in Q3 2017.
- Funds reported $34.8M of Columbia India Consumer ETF stock for Q4 2017, down 0.33% quarter-over-quarter.
- 13 funds opened new Columbia India Consumer ETF positions in Q4 2017 and 5 closed out, a net change of +8 holders.
- The largest Columbia India Consumer ETF buyer in Q4 2017 was ACG Wealth, an estimated $2.87M added.
- The largest Columbia India Consumer ETF seller in Q4 2017 was Morgan Stanley, an estimated $6.11M sold.
Based on aggregated 13F filings for Q4 2017.