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Columbia EM Core ex-China ETF
XCEM

53 hedge funds and large institutions have $90M invested in Columbia EM Core ex-China ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

111% more capital invested

Capital invested by funds: $42.7M → $90M (+$47.3M)

47% more funds holding

Funds holding: 36 → 53 (+17)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

17.34% more ownership

Funds ownership: 47.29% → 64.63% (+17%)

Holders
53
Holders Change
+17
Holders Change %
+47.22%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$14.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.88M
3
PA
Planning Alternatives
Michigan
+$4.65M
4
RPSA
Richard P. Slaughter Associates
Texas
+$4.23M
5
CTC
Central Trust Company
Missouri
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.16M
2
OMC
Old Mission Capital
Illinois
-$959K
3
LIM
Leavell Investment Management
Alabama
-$566K
4
Citadel Advisors
Citadel Advisors
Florida
-$485K
5
Creative Planning
Creative Planning
Kansas
-$435K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$539K +$537K +21,114 New
CA
27
CoreCap Advisors
Michigan
$523K -$32.3K -1,270 -6%
DADC
28
D.A. Davidson & Co
Montana
$518K +$60K +2,359 +13%
CW
29
CreativeOne Wealth
Kansas
$422K +$20.6K +810 +5%
KOC
30
Koss-Olinger Consulting
Florida
$364K -$12.1K -475 -3%
TCWM
31
Total Clarity Wealth Management
Illinois
$348K +$347K +13,630 New
FTUS
32
Flow Traders U.S.
New York
$340K +$339K +13,300 New
Brown Advisory
33
Brown Advisory
Maryland
$334K +$333K +13,090 New
PFA
34
Pure Financial Advisors
California
$328K +$15.8K +621 +5%
AAS
35
Avantax Advisory Services
Texas
$300K -$49.3K -1,938 -14%
GHA
36
GW Henssler & Associates
Georgia
$272K +$271K +10,661 New
BAMG
37
Brand Asset Management Group
Missouri
$229K – – –
TCM
38
Telos Capital Management
California
$213K +$212K +8,327 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$206K +$206K +8,081 New
MM
40
Main Management
California
$75K -$173K -6,814 -70%
IA
41
IFP Advisors
Florida
$71K +$1.17K +46 +2%
UBS Group
42
UBS Group
Switzerland
$68.8K +$66.1K +2,598 +2,794%
MFA
43
McClarren Financial Advisors
Pennsylvania
$34K +$789 +31 +2%
MSCM
44
McElhenny Sheffield Capital Management
Texas
$31.9K +$31.7K +1,247 New
AWM
45
Abound Wealth Management
Tennessee
$22.9K +$560 +22 +3%
ME
46
McIlrath & Eck
Washington
$15.5K – – –
BAM
47
Belpointe Asset Management
Nevada
$9.12K +$9.09K +357 New
Morgan Stanley
48
Morgan Stanley
New York
$7.67K +$7.64K +300 New
HI
49
Harbour Investments
Wisconsin
$4.06K – – –
ASN
50
Advisory Services Network
Georgia
$2.56K +$2.54K +100 New
1
2
3

XCEM Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q4 2022, worth a combined $90M — up 111% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XCEM positions and 4 closed out — a net gain of 18 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $14.7M. The largest seller was Ameriprise, exiting entirely with an estimated $1.16M sold.

  • 53 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $90M of Columbia EM Core ex-China ETF stock for Q4 2022, up 111% quarter-over-quarter.
  • 22 funds opened new Columbia EM Core ex-China ETF positions in Q4 2022 and 4 closed out, a net change of +18 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q4 2022 was Bank of America, an estimated $14.7M added.
  • The largest Columbia EM Core ex-China ETF seller in Q4 2022 was Ameriprise, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2022.