Columbia Seligman Semiconductor and Technology ETF
SEMI
10 hedge funds and large institutions have $24.2M invested in Columbia Seligman Semiconductor and Technology ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $20.1M → $24.2M (+$4.1M)
0.5% more ownership
Funds ownership: 76.63% → 77.13% (+0.5%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$1.11M |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$234K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$7.25K |
| 4 |
RMC
Resources Management Corp
West Hartford,
Connecticut
|
+$2.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$228K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$69.8K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$69.7K |
| 4 |
OA
Operose Advisors
Milwaukee,
Wisconsin
|
-$52.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$30.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Ameriprise
Minneapolis,
Minnesota
| $14.3M | – | – | – |
|
|
WP
2
WealthPLAN Partners
Omaha,
Nebraska
| $4.3M | -$69.7K | -3,493 | -2% |
|
|
WIM
3
WealthPlan Investment Management
Omaha,
Nebraska
| $3.5M | -$228K | -11,433 | -7% |
|
|
FA
4
Fermata Advisors
Sonoma,
California
| $1.25M | +$1.11M | +55,765 | New |
|
|
NLP
5
Next Level Private
Harrison,
New York
| $392K | – | – | – |
|
|
NP
6
NorthRock Partners
Minneapolis,
Minnesota
| $262K | +$234K | +11,700 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $74.4K | -$69.8K | -3,496 | -51% |
|
|
RMC
8
Resources Management Corp
West Hartford,
Connecticut
| $27K | +$2.69K | +135 | +13% |
|
|
9
UBS Group
Zurich,
Switzerland
| $16.1K | -$30.2K | -1,515 | -68% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $8.12K | +$7.25K | +363 | New |
|
|
OA
11
Operose Advisors
Milwaukee,
Wisconsin
| – | -$52.3K | -2,700 | Closed |
|
SEMI Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Columbia Seligman Semiconductor and Technology ETF (SEMI) for Q4 2023, worth a combined $24.2M — up 20% from $20.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SEMI positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $1.11M. The largest seller was WealthPlan Investment Management, cutting an estimated $228K.
- 10 institutional investors held Columbia Seligman Semiconductor and Technology ETF (SEMI) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $24.2M of Columbia Seligman Semiconductor and Technology ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 3 funds opened new Columbia Seligman Semiconductor and Technology ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Columbia Seligman Semiconductor and Technology ETF buyer in Q4 2023 was Fermata Advisors, an estimated $1.11M added.
- The largest Columbia Seligman Semiconductor and Technology ETF seller in Q4 2023 was WealthPlan Investment Management, an estimated $228K sold.
Based on aggregated 13F filings for Q4 2023.