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Columbia India Consumer ETF

23 hedge funds and large institutions have $38.7M invested in Columbia India Consumer ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more funds holding

Funds holding: 1523 (+8)

21% more capital invested

Capital invested by funds: $31.9M → $38.7M (+$6.77M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.34% less ownership

Funds ownership: 35.97%32.62% (-3.3%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
4
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
1
Parkwood LLC
Ohio
$18.6M
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$5.6M
HighTower Advisors
3
HighTower Advisors
Illinois
$4.52M -$429K -10,539 -9%
Morgan Stanley
4
Morgan Stanley
New York
$2.71M +$1.4M +34,477 +113%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.15M +$1.12M +27,483 New
OMC
6
Old Mission Capital
Illinois
$810K +$791K +19,422 New
CIBC World Market
7
CIBC World Market
Ontario, Canada
$782K -$54.3K -1,334 -7%
UBS Group
8
UBS Group
Switzerland
$630K -$359K -8,826 -37%
UR
9
USCA RIA
Texas
$609K +$24.4K +600 +4%
Bank of America
10
Bank of America
North Carolina
$564K +$422K +10,376 +330%
Jane Street
11
Jane Street
New York
$509K +$497K +12,210 New
SFG
12
SevenBridge Financial Group
Pennsylvania
$475K -$16.3K -400 -3%
CIC
13
Cutler Investment Counsel
Oregon
$459K +$448K +11,000 New
BPC
14
Banque Pictet & Cie
Switzerland
$400K
PNAA
15
Pictet North America Advisors
Switzerland
$400K
VSI
16
Verde Servicos Internacionais
Brazil
$208K +$204K +5,000 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$205K +$45.5K +1,117 +29%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$32K -$8.43K -207 -21%
AG
19
Advisor Group
Arizona
$25K
ASN
20
Advisory Services Network
Georgia
$13K +$12.2K +300 New
Wells Fargo
21
Wells Fargo
California
$8K +$8.14K +200 New
IWM
22
IHT Wealth Management
Illinois
$263 +$66.9K +1,644 New

INCO Hedge Fund Activity: Q2 2017 in Review

23 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q2 2017, worth a combined $38.7M — up 21% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new INCO positions and 0 closed out — a net gain of 8 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.4M. The largest seller was HighTower Advisors, cutting an estimated $429K.

  • 23 institutional investors held Columbia India Consumer ETF (INCO) as of Q2 2017, up from 15 in Q1 2017.
  • Funds reported $38.7M of Columbia India Consumer ETF stock for Q2 2017, up 21% quarter-over-quarter.
  • 8 funds opened new Columbia India Consumer ETF positions in Q2 2017 and 0 closed out, a net change of +8 holders.
  • The largest Columbia India Consumer ETF buyer in Q2 2017 was Morgan Stanley, an estimated $1.4M added.
  • The largest Columbia India Consumer ETF seller in Q2 2017 was HighTower Advisors, an estimated $429K sold.

Based on aggregated 13F filings for Q2 2017.