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Columbia India Consumer ETF

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.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

33% more funds holding

Funds holding: 2432 (+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

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
5
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$8.15M +$452K +9,790 +6%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.05M -$125K -2,697 -3%
Morgan Stanley
3
Morgan Stanley
New York
$4.36M -$6.11M -132,201 -60%
ACM
4
Aubrey Capital Management
United Kingdom
$3.64M +$3.39M +73,335 New
AW
5
ACG Wealth
Georgia
$3.08M +$2.87M +62,123 New
Jane Street
6
Jane Street
New York
$2.83M -$1.71M -37,092 -39%
UR
7
USCA RIA
Texas
$744K +$18.5K +400 +3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$738K -$3.7M -80,029 -84%
Bank of America
9
Bank of America
North Carolina
$643K +$44.7K +968 +8%
NL
10
NVWM LLC
Pennsylvania
$575K +$535K +11,578 New
Citadel Advisors
11
Citadel Advisors
Florida
$567K -$5.17K -112 -1%
CIC
12
Cutler Investment Counsel
Oregon
$546K
UBS Group
13
UBS Group
Switzerland
$545K +$28.9K +625 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$537K -$52.8K -1,144 -10%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$479K +$446K +9,656 New
BPC
16
Banque Pictet & Cie
Switzerland
$476K
PNAA
17
Pictet North America Advisors
Switzerland
$476K
SFG
18
SevenBridge Financial Group
Pennsylvania
$362K -$189K -4,095 -36%
SG Americas Securities
19
SG Americas Securities
New York
$263K +$245K +5,300 New
RJA
20
Raymond James & Associates
Florida
$242K +$225K +4,878 New
MML Investors Services
21
MML Investors Services
Massachusetts
$219K +$204K +4,420 New
IWM
22
IHT Wealth Management
Illinois
$93K +$3.1K +67 +4%
AC
23
Avestar Capital
New York
$61K +$57.5K +1,244 New
CA
24
Calton & Associates
Florida
$57K +$52.8K +1,142 New
AG
25
Advisor Group
Arizona
$27K -$3.42K -74 -12%

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.