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Columbia India Consumer ETF

24 hedge funds and large institutions have $37.1M invested in Columbia India Consumer ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more funds holding

Funds holding: 2124 (+3)

2.3% more ownership

Funds ownership: 50.45%52.75% (+2.3%)

7% less capital invested

Capital invested by funds: $40.1M → $37.1M (-$2.96M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
1
Osborne Partners Capital Management
California
$16.9M -$372K -7,331 -2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$4.85M -$122K -2,400 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.78M +$2.15M +42,504 +68%
Jane Street
4
Jane Street
New York
$3.99M -$1.26M -24,863 -22%
GVAG
5
Great Valley Advisor Group
Delaware
$1.67M -$244K -4,810 -12%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$808K +$894K +17,634 New
CAN
7
Cetera Advisor Networks
California
$795K +$684K +13,499 +335%
FTUS
8
Flow Traders U.S.
New York
$582K +$330K +6,508 +103%
BPC
9
Banque Pictet & Cie
Switzerland
$435K
PNAA
10
Pictet North America Advisors
Switzerland
$435K
CS
11
Credit Suisse
Switzerland
$370K
JMPWA
12
JP Morgan Private Wealth Advisors
California
$349K -$154K -3,035 -28%
CAG
13
Csenge Advisory Group
Florida
$261K +$28.1K +554 +11%
OMC
14
Old Mission Capital
Illinois
$220K +$246K +4,847 New
UBS Group
15
UBS Group
Switzerland
$182K -$25.4K -501 -11%
PA
16
Parallel Advisors
California
$177K -$93.3K -1,840 -32%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$98K +$19.5K +385 +22%
NVCHI
18
New Vernon Capital Holdings II
New Jersey
$63K
Bank of America
19
Bank of America
North Carolina
$34K -$19.4K -382 -34%
Osaic Holdings
20
Osaic Holdings
Arizona
$32K -$66.6K -1,314 -64%
Wells Fargo
21
Wells Fargo
California
$17.8K +$19.9K +392 +39,200%
AP
22
Atwood & Palmer
Missouri
$15K
NA
23
NewEdge Advisors
Louisiana
$5.81K +$6.49K +128 New
ASN
24
Advisory Services Network
Georgia
$2.45K +$2.74K +54 New
TSS
25
Two Sigma Securities
New York
-$228K -4,448 Closed

INCO Hedge Fund Activity: Q4 2022 in Review

24 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q4 2022, worth a combined $37.1M — down 7.4% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new INCO positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.15M. The largest seller was Jane Street, cutting an estimated $1.26M.

  • 24 institutional investors held Columbia India Consumer ETF (INCO) as of Q4 2022, up from 21 in Q3 2022.
  • Funds reported $37.1M of Columbia India Consumer ETF stock for Q4 2022, down 7.4% quarter-over-quarter.
  • 4 funds opened new Columbia India Consumer ETF positions in Q4 2022 and 1 closed out, a net change of +3 holders.
  • The largest Columbia India Consumer ETF buyer in Q4 2022 was Morgan Stanley, an estimated $2.15M added.
  • The largest Columbia India Consumer ETF seller in Q4 2022 was Jane Street, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2022.