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Columbia India Consumer ETF

27 hedge funds and large institutions have $41.4M invested in Columbia India Consumer ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

36% more capital invested

Capital invested by funds: $30.5M → $41.4M (+$11M)

7.96% more ownership

Funds ownership: 20.4%28.36% (+8%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Aubrey Capital Management
United Kingdom
$11.7M +$8.11M +172,433 +235%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$9.53M +$2.06M +43,700 +27%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.99M +$153K +3,246 +3%
AW
4
ACG Wealth
Georgia
$4.74M +$1.53M +32,440 +46%
Morgan Stanley
5
Morgan Stanley
New York
$4.39M +$492K +10,449 +12%
UR
6
USCA RIA
Texas
$738K -$4.71K -100 -0.6%
NL
7
NVWM LLC
Pennsylvania
$587K +$34.9K +742 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$574K -$37K -787 -6%
Wells Fargo
9
Wells Fargo
California
$565K +$580K +12,325 New
UBS Group
10
UBS Group
Switzerland
$535K -$181K -3,850 -25%
CIC
11
Cutler Investment Counsel
Oregon
$504K
CIBC World Market
12
CIBC World Market
Ontario, Canada
$494K +$507K +10,777 New
Bank of America
13
Bank of America
North Carolina
$452K +$14.1K +300 +3%
BPC
14
Banque Pictet & Cie
Switzerland
$440K
PNAA
15
Pictet North America Advisors
Switzerland
$440K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$361K +$141K +2,992 +61%
RJA
17
Raymond James & Associates
Florida
$225K -$35.2K -749 -13%
BCA
18
Bay Colony Advisors
Massachusetts
$28K +$28.3K +602 New
AG
19
Advisor Group
Arizona
$26K
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$18K
SWM
21
SeaCrest Wealth Management
New York
$17K
AIM
22
Advantage Investment Management
Iowa
$17K +$17.3K +368 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$12K
William Blair & Company
24
William Blair & Company
Illinois
$11K +$11.8K +250 New
FHA
25
Flagship Harbor Advisors
Massachusetts
$2K +$2.82K +60 New

INCO Hedge Fund Activity: Q2 2018 in Review

27 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q2 2018, worth a combined $41.4M — up 36% from $30.5M a quarter earlier.

Fund positioning in INCO was balanced in Q2 2018: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 4 trimmed.

The largest buyer was Aubrey Capital Management, adding an estimated $8.11M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 27 institutional investors held Columbia India Consumer ETF (INCO) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $41.4M of Columbia India Consumer ETF stock for Q2 2018, up 36% quarter-over-quarter.
  • 7 funds opened new Columbia India Consumer ETF positions in Q2 2018 and 7 closed out, a net change of 0 holders.
  • The largest Columbia India Consumer ETF buyer in Q2 2018 was Aubrey Capital Management, an estimated $8.11M added.
  • The largest Columbia India Consumer ETF seller in Q2 2018 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2018.