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Columbia India Consumer ETF

27 hedge funds and large institutions have $30.5M invested in Columbia India Consumer ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

2.25% less ownership

Funds ownership: 22.65%20.4% (-2.2%)

13% less capital invested

Capital invested by funds: $34.8M → $30.5M (-$4.36M)

16% less funds holding

Funds holding: 3227 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
4
Closed
8
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
$7.6M
HighTower Advisors
2
HighTower Advisors
Illinois
$4.89M +$166K +3,494 +3%
Morgan Stanley
3
Morgan Stanley
New York
$3.95M -$114K -2,398 -3%
ACM
4
Aubrey Capital Management
United Kingdom
$3.64M
AW
5
ACG Wealth
Georgia
$3.28M +$419K +8,833 +14%
Citadel Advisors
6
Citadel Advisors
Florida
$1.05M +$533K +11,230 +98%
UR
7
USCA RIA
Texas
$750K +$56.9K +1,200 +8%
UBS Group
8
UBS Group
Switzerland
$718K +$214K +4,519 +41%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$616K +$117K +2,473 +23%
NL
10
NVWM LLC
Pennsylvania
$559K +$23.2K +490 +4%
CIC
11
Cutler Investment Counsel
Oregon
$509K
BPC
12
Banque Pictet & Cie
Switzerland
$444K
PNAA
13
Pictet North America Advisors
Switzerland
$444K
Bank of America
14
Bank of America
North Carolina
$443K -$161K -3,397 -26%
Jane Street
15
Jane Street
New York
$367K -$2.33M -49,191 -86%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$329K -$369K -7,777 -52%
RJA
17
Raymond James & Associates
Florida
$262K +$37.1K +783 +16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$226K +$232K +4,893 New
LPL Financial
19
LPL Financial
California
$217K +$223K +4,690 New
IWM
20
IHT Wealth Management
Illinois
$85K
AG
21
Advisor Group
Arizona
$26K +$1.95K +41 +8%
SWP
22
Stratos Wealth Partners
Ohio
$19K +$19K +400 New
WWMSC
23
Wagner Wealth Management (South Carolina)
South Carolina
$18K
SWM
24
SeaCrest Wealth Management
New York
$17K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$12K

INCO Hedge Fund Activity: Q1 2018 in Review

27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q1 2018, worth a combined $30.5M — down 13% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INCO and 3 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, adding an estimated $533K. The largest seller was Jane Street, cutting an estimated $2.33M.

  • 27 institutional investors held Columbia India Consumer ETF (INCO) as of Q1 2018, down from 32 in Q4 2017.
  • Funds reported $30.5M of Columbia India Consumer ETF stock for Q1 2018, down 13% quarter-over-quarter.
  • 3 funds opened new Columbia India Consumer ETF positions in Q1 2018 and 8 closed out, a net change of -5 holders.
  • The largest Columbia India Consumer ETF buyer in Q1 2018 was Citadel Advisors, an estimated $533K added.
  • The largest Columbia India Consumer ETF seller in Q1 2018 was Jane Street, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2018.