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Columbia India Consumer ETF

21 hedge funds and large institutions have $43.9M invested in Columbia India Consumer ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $35.9M → $43.9M (+$8.03M)

2.61% less ownership

Funds ownership: 50.52%47.92% (-2.6%)

9% less funds holding

Funds holding: 2321 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
1
Osborne Partners Capital Management
California
$19.9M +$120K +2,487 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$11M +$5.21M +107,573 +104%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.5M -$38.7K -800 -0.8%
OMC
4
Old Mission Capital
Illinois
$1.56M +$1.44M +29,707 New
FTUS
5
Flow Traders U.S.
New York
$1.17M -$336K -6,947 -24%
RJA
6
Raymond James & Associates
Florida
$1.01M -$105K -2,162 -10%
CAN
7
Cetera Advisor Networks
California
$836K +$16.7K +345 +2%
BPC
8
Banque Pictet & Cie
Switzerland
$502K
PNAA
9
Pictet North America Advisors
Switzerland
$502K
SCA
10
Snowden Capital Advisors
New York
$495K
UBS Group
11
UBS Group
Switzerland
$331K +$110K +2,276 +56%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$291K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$243K +$225K +4,638 New
AWS
14
Atria Wealth Solutions
New York
$237K +$219K +4,521 New
PA
15
Parallel Advisors
California
$110K -$5.62K -116 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$108K -$4.84K -100 -5%
Bank of America
17
Bank of America
North Carolina
$39.9K -$5.81K -120 -14%
Osaic Holdings
18
Osaic Holdings
Arizona
$34.1K -$4.89K -101 -13%
VNA
19
Valley National Advisers
Pennsylvania
$26K +$23.9K +494 New
AP
20
Atwood & Palmer
Missouri
$17.3K
Wells Fargo
21
Wells Fargo
California
$28 +$48 +1 New
Jane Street
22
Jane Street
New York
-$2.68M -60,378 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$1.03M -23,106 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
-$593K -13,236 Closed
CS
25
Credit Suisse
Switzerland
-$363K -8,163 Closed

INCO Hedge Fund Activity: Q2 2023 in Review

21 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q2 2023, worth a combined $43.9M — up 22% from $35.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of INCO and 5 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Morgan Stanley, adding an estimated $5.21M. The largest seller was Jane Street, exiting entirely with an estimated $2.68M sold.

  • 21 institutional investors held Columbia India Consumer ETF (INCO) as of Q2 2023, down from 23 in Q1 2023.
  • Funds reported $43.9M of Columbia India Consumer ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 5 funds opened new Columbia India Consumer ETF positions in Q2 2023 and 7 closed out, a net change of -2 holders.
  • The largest Columbia India Consumer ETF buyer in Q2 2023 was Morgan Stanley, an estimated $5.21M added.
  • The largest Columbia India Consumer ETF seller in Q2 2023 was Jane Street, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2023.