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Columbia India Consumer ETF

74 hedge funds and large institutions have $160M invested in Columbia India Consumer ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

30% more funds holding

Funds holding: 5774 (+17)

28% more capital invested

Capital invested by funds: $125M → $160M (+$34.8M)

1.94% less ownership

Funds ownership: 36.54%34.6% (-1.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
74
Holders Change
+17
Holders Change %
+29.82%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
30
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42M +$4.28M +58,320 +12%
OPCM
2
Osborne Partners Capital Management
California
$17.6M -$1.04M -14,099 -6%
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$12.4M -$20.9K -285 -0.2%
LPL Financial
4
LPL Financial
California
$11M +$6.69M +91,017 +173%
Bank of America
5
Bank of America
North Carolina
$10.7M +$5.44M +74,052 +115%
Jennison Associates
6
Jennison Associates
New York
$7.47M +$7.13M +97,057 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$6.28M +$14.7K +200 +0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.93M +$1.19M +16,246 +47%
RJA
9
Raymond James & Associates
Florida
$3.24M -$113K -1,543 -4%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$2.91M
WIP
11
WealthCare Investment Partners
Rhode Island
$2.82M +$1.37M +18,683 +94%
ACM
12
Aubrey Capital Management
United Kingdom
$2.81M
UBS Group
13
UBS Group
Switzerland
$2.79M +$257K +3,501 +11%
DFA
14
DHK Financial Advisors
New Hampshire
$2.73M
KIA
15
Kraematon Investment Advisors
Massachusetts
$2.49M +$150K +2,042 +7%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.46M +$119K +1,614 +5%
SW
17
SteelPeak Wealth
California
$2.16M +$436K +5,937 +27%
Jane Street
18
Jane Street
New York
$2.03M -$5.29M -71,957 -73%
Mariner
19
Mariner
Kansas
$1.83M
LFG
20
Larson Financial Group
Missouri
$1.79M +$1.61M +21,957 +1,761%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.32M +$186K +2,525 +17%
MFG
22
Merit Financial Group
Georgia
$1.25M -$312K -4,250 -21%
BPA
23
Beacon Pointe Advisors
California
$1.12M +$296K +4,025 +38%
PIA
24
Perennial Investment Advisors
California
$968K +$50.3K +684 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$966K +$329K +4,478 +55%

INCO Hedge Fund Activity: Q3 2024 in Review

74 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia India Consumer ETF (INCO) for Q3 2024, worth a combined $160M — up 28% from $125M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new INCO positions and 4 closed out — a net gain of 17 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $8.48M. The largest seller was Jane Street, cutting an estimated $5.29M.

  • 74 institutional investors held Columbia India Consumer ETF (INCO) as of Q3 2024, up from 57 in Q2 2024.
  • Funds reported $160M of Columbia India Consumer ETF stock for Q3 2024, up 28% quarter-over-quarter.
  • 21 funds opened new Columbia India Consumer ETF positions in Q3 2024 and 4 closed out, a net change of +17 holders.
  • The largest Columbia India Consumer ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $8.48M added.
  • The largest Columbia India Consumer ETF seller in Q3 2024 was Jane Street, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2024.