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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$10.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.74M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$1.47M |
| 4 |
Morgan Stanley
New York
|
+$1.4M |
| 5 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPCM
Osborne Partners Capital Management
San Francisco,
California
|
-$7.79M |
| 2 |
Jane Street
New York
|
-$5.78M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
51
Valley National Advisers
Bethlehem,
Pennsylvania
| $39K | – | – | – |
|
|
AP
52
Atwood & Palmer
Kansas City,
Missouri
| $23.1K | – | – | – |
|
|
PA
53
PSI Advisors
Tampa,
Florida
| $21K | +$19.9K | +300 | New |
|
|
PS
54
Principal Securities
Des Moines,
Iowa
| $16.3K | +$15.4K | +233 | New |
|
|
GRP
55
Global Retirement Partners
San Rafael,
California
| $5.59K | +$5.3K | +80 | New |
|
56
Simplex Trading
Chicago,
Illinois
| $3K | +$2.98K | +45 | New |
|
57
Wells Fargo
San Francisco,
California
| $2.89K | – | – | – |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.02M | -31,554 | Closed |
|
|
59
Citadel Advisors
Miami,
Florida
| – | -$1.18M | -18,394 | Closed |
|
|
FTUS
60
Flow Traders U.S.
New York
| – | -$708K | -11,057 | Closed |
|
|
TSS
61
Two Sigma Securities
New York
| – | -$254K | -3,962 | Closed |
|
|
TWD
62
True Wealth Design
Akron,
Ohio
| – | -$4.22K | -66 | Closed |
|
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.