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Columbia India Consumer ETF
INCO

57 hedge funds and large institutions have $125M invested in Columbia India Consumer ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

33% more funds holding

Funds holding: 43 → 57 (+14)

16% more capital invested

Capital invested by funds: $108M → $125M (+$17.7M)

7.07% less ownership

Funds ownership: 43.62% → 36.54% (-7.1%)

Holders
57
Holders Change
+14
Holders Change %
+32.56%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
23
Reduced
7
Closed
5
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$3.74M
3
SW
SteelPeak Wealth
California
+$1.47M
4
Morgan Stanley
Morgan Stanley
New York
+$1.4M
5
WIP
WealthCare Investment Partners
Rhode Island
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
OPCM
Osborne Partners Capital Management
California
-$7.79M
2
Jane Street
Jane Street
New York
-$5.78M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.02M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$740K +$368K +5,550 +110%
MML Investors Services
27
MML Investors Services
Massachusetts
$584K +$31.5K +476 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$565K +$37.9K +572 +8%
PNAA
29
Pictet North America Advisors
Switzerland
$502K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$490K -$34.4K -519 -7%
AWM
31
Avior Wealth Management
Nebraska
$460K +$35.7K +539 +9%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$397K -$2.37M -35,812 -86%
WI
33
WBI Investments
New Jersey
$382K +$35.8K +540 +11%
CAM
34
Cresset Asset Management
Illinois
$341K +$323K +4,880 New
KAS
35
Kestra Advisory Services
Texas
$316K +$300K +4,525 New
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$248K +$235K +3,543 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$244K +$231K +3,486 New
WWM
38
Western Wealth Management
Colorado
$241K +$229K +3,453 New
IP
39
Ignite Planners
California
$241K +$225K +3,397 New
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$231K – – –
Marshall Wace
41
Marshall Wace
United Kingdom
$229K +$217K +3,273 New
GVAG
42
Great Valley Advisor Group
Delaware
$226K +$215K +3,239 New
APW
43
Aurora Private Wealth
New Jersey
$212K +$201K +3,039 New
PAG
44
Private Advisor Group
New Jersey
$201K +$190K +2,874 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$199K +$1.39K +21 +0.7%
Comerica Bank
46
Comerica Bank
Texas
$109K +$25.2K +381 +32%
LFG
47
Larson Financial Group
Missouri
$87.2K +$82.6K +1,247 New
CPA
48
Clear Point Advisors
New York
$62.1K +$58.8K +888 New
PA
49
Parallel Advisors
California
$50K – – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$44K +$34.8K +525 +505%
1
2
3

INCO Hedge Fund Activity: Q2 2024 in Review

57 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q2 2024, worth a combined $125M — up 16% from $108M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new INCO positions and 5 closed out — a net gain of 15 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $10.7M. The largest seller was Osborne Partners Capital Management, cutting an estimated $7.79M.

  • 57 institutional investors held Columbia India Consumer ETF (INCO) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $125M of Columbia India Consumer ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 20 funds opened new Columbia India Consumer ETF positions in Q2 2024 and 5 closed out, a net change of +15 holders.
  • The largest Columbia India Consumer ETF buyer in Q2 2024 was Beacon Harbor Wealth Advisors, an estimated $10.7M added.
  • The largest Columbia India Consumer ETF seller in Q2 2024 was Osborne Partners Capital Management, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2024.