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Columbia India Consumer ETF

77 hedge funds and large institutions have $131M invested in Columbia India Consumer ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

4% more funds holding

Funds holding: 7477 (+3)

0.53% less ownership

Funds ownership: 34.6%34.07% (-0.53%)

18% less capital invested

Capital invested by funds: $160M → $131M (-$29.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
26
Reduced
19
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$213K
PIA
52
Perennial Investment Advisors
California
$210K -$645K -9,324 -74%
GWSG
53
GPS Wealth Strategies Group
Colorado
$186K +$101K +1,466 +104%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$152K +$415 +6 +0.3%
FWA
55
Flagship Wealth Advisors
Massachusetts
$77.3K +$83.1K +1,200 New
VNA
56
Valley National Advisers
Pennsylvania
$65K
JP Morgan Chase
57
JP Morgan Chase
New York
$55.8K -$308K -4,450 -84%
AG
58
AmeriFlex Group
Nevada
$50.9K +$57K +823 New
Comerica Bank
59
Comerica Bank
Texas
$45.9K -$64K -924 -56%
CA
60
CoreCap Advisors
Michigan
$37.5K +$40.3K +582 New
GK
61
Graney & King
New York
$30.9K +$33.2K +480 New
WWA
62
Wingate Wealth Advisors
Massachusetts
$23K +$24.6K +356 New
AP
63
Atwood & Palmer
Missouri
$21.3K
OIA
64
Optimum Investment Advisors
Illinois
$19.3K -$69.2K -1,000 -77%
EPAM
65
Evelyn Partners Asset Management
$19.3K +$20.8K +300 New
GWM
66
Geneos Wealth Management
Colorado
$19.3K +$20.8K +300 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$11.1K -$127K -1,828 -91%
SPIA
68
Steward Partners Investment Advisory
New York
$8.96K
PTC
69
Private Trust Company
Ohio
$8.38K
CWM
70
Centricity Wealth Management
Ohio
$8.38K +$9K +130 New
US Bancorp
71
US Bancorp
Minnesota
$7.6K
FDW
72
Fourth Dimension Wealth
Ohio
$6.44K +$6.92K +100 New
GRP
73
Global Retirement Partners
California
$5.96K +$900 +13 +16%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$5.5K +$4.78K +69 +431%
NWWA
75
New Wave Wealth Advisors
Arkansas
$902 +$969 +14 New

INCO Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q4 2024, worth a combined $131M — down 18% from $160M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new INCO positions and 18 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $6.32M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $12.4M sold.

  • 77 institutional investors held Columbia India Consumer ETF (INCO) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $131M of Columbia India Consumer ETF stock for Q4 2024, down 18% quarter-over-quarter.
  • 23 funds opened new Columbia India Consumer ETF positions in Q4 2024 and 18 closed out, a net change of +5 holders.
  • The largest Columbia India Consumer ETF buyer in Q4 2024 was Old Mission Capital, an estimated $6.32M added.
  • The largest Columbia India Consumer ETF seller in Q4 2024 was Beacon Harbor Wealth Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2024.