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Columbia India Consumer ETF

28 hedge funds and large institutions have $90.2M invested in Columbia India Consumer ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

42% more capital invested

Capital invested by funds: $63.5M → $90.2M (+$26.6M)

12% more funds holding

Funds holding: 2528 (+3)

8.06% more ownership

Funds ownership: 53.29%61.35% (+8.1%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.2M +$18.7M +335,634 +88%
OPCM
2
Osborne Partners Capital Management
California
$21.8M -$412K -7,395 -2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$4.87M -$167K -3,000 -3%
RJA
4
Raymond James & Associates
Florida
$4.13M +$2.92M +52,427 +294%
DFA
5
DHK Financial Advisors
New Hampshire
$3.76M +$3.56M +64,015 New
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$3.03M -$1.07M -19,300 -27%
ACM
7
Aubrey Capital Management
United Kingdom
$1.82M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.71M +$7.85K +141 +0.5%
CAN
9
Cetera Advisor Networks
California
$1.23M +$307K +5,514 +36%
LPL Financial
10
LPL Financial
California
$979K +$360K +6,474 +64%
UBS Group
11
UBS Group
Switzerland
$945K +$121K +2,180 +16%
Mariner
12
Mariner
Kansas
$940K +$890K +15,990 New
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$737K +$700K +12,580 New
PNAA
14
Pictet North America Advisors
Switzerland
$422K -$138K -2,488 -26%
JP Morgan Chase
15
JP Morgan Chase
New York
$287K +$272K +4,880 New
Jane Street
16
Jane Street
New York
$279K -$4.69M -84,360 -95%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$222K +$210K +3,775 New
MML Investors Services
18
MML Investors Services
Massachusetts
$217K +$205K +3,691 New
Bank of America
19
Bank of America
North Carolina
$176K +$11.1K +200 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$154K -$6.12K -110 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$135K +$95K +1,708 +294%
Comerica Bank
22
Comerica Bank
Texas
$64.8K -$1.11K -20 -2%
PA
23
Parallel Advisors
California
$50.6K -$68.4K -1,230 -59%
VNA
24
Valley National Advisers
Pennsylvania
$29K
AP
25
Atwood & Palmer
Missouri
$19.4K

INCO Hedge Fund Activity: Q4 2023 in Review

28 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q4 2023, worth a combined $90.2M — up 42% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new INCO positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Jane Street, cutting an estimated $4.69M.

  • 28 institutional investors held Columbia India Consumer ETF (INCO) as of Q4 2023, up from 25 in Q3 2023.
  • Funds reported $90.2M of Columbia India Consumer ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 9 funds opened new Columbia India Consumer ETF positions in Q4 2023 and 5 closed out, a net change of +4 holders.
  • The largest Columbia India Consumer ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
  • The largest Columbia India Consumer ETF seller in Q4 2023 was Jane Street, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2023.