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Columbia India Consumer ETF

57 hedge funds and large institutions have $125M invested in Columbia India Consumer ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

33% more funds holding

Funds holding: 4357 (+14)

16% more capital invested

Capital invested by funds: $108M → $125M (+$17.7M)

7.07% less ownership

Funds ownership: 43.62%36.54% (-7.1%)

Holders
57
Holders Change
+14
Holders Change %
+32.56%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
23
Reduced
7
Closed
5
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34M +$1.4M +21,151 +5%
OPCM
2
Osborne Partners Capital Management
California
$17M -$7.79M -117,596 -33%
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$11.3M +$10.7M +161,916 New
Jane Street
4
Jane Street
New York
$6.87M -$5.78M -87,230 -47%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$5.69M -$15.3K -231 -0.3%
Bank of America
6
Bank of America
North Carolina
$4.5M +$3.74M +56,504 +717%
LPL Financial
7
LPL Financial
California
$3.67M +$1M +15,111 +40%
RJA
8
Raymond James & Associates
Florida
$3.05M +$234K +3,538 +9%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$2.64M +$689K +10,400 +38%
ACM
10
Aubrey Capital Management
United Kingdom
$2.55M +$364K +5,500 +18%
DFA
11
DHK Financial Advisors
New Hampshire
$2.48M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.43M +$180K +2,715 +8%
UBS Group
13
UBS Group
Switzerland
$2.29M -$277K -4,178 -11%
OMC
14
Old Mission Capital
Illinois
$2.28M +$1.07M +16,120 +97%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$2.17M +$895K +13,500 +77%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.13M +$267K +4,027 +15%
KIA
17
Kraematon Investment Advisors
Massachusetts
$2.12M +$194K +2,921 +11%
Mariner
18
Mariner
Kansas
$1.67M +$231K +3,492 +17%
SW
19
SteelPeak Wealth
California
$1.55M +$1.47M +22,125 New
MFG
20
Merit Financial Group
Georgia
$1.44M +$58.1K +876 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.41M +$996K +15,026 +289%
WIP
22
WealthCare Investment Partners
Rhode Island
$1.39M +$1.31M +19,813 New
Goldman Sachs
23
Goldman Sachs
New York
$1.12M +$1.06M +16,042 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.02M +$722K +10,896 +292%
PIA
25
Perennial Investment Advisors
California
$832K -$42.5K -642 -5%

INCO Hedge Fund Activity: Q2 2024 in Review

57 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q2 2024, worth a combined $125M — up 16% from $108M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new INCO positions and 5 closed out — a net gain of 15 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $10.7M. The largest seller was Osborne Partners Capital Management, cutting an estimated $7.79M.

  • 57 institutional investors held Columbia India Consumer ETF (INCO) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $125M of Columbia India Consumer ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 20 funds opened new Columbia India Consumer ETF positions in Q2 2024 and 5 closed out, a net change of +15 holders.
  • The largest Columbia India Consumer ETF buyer in Q2 2024 was Beacon Harbor Wealth Advisors, an estimated $10.7M added.
  • The largest Columbia India Consumer ETF seller in Q2 2024 was Osborne Partners Capital Management, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2024.