Columbia EM Core ex-China ETF
XCEM
59 hedge funds and large institutions have $86.8M invested in Columbia EM Core ex-China ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
11% more funds holding
Funds holding: 53 → 59 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $90M → $86.8M (-$3.24M)
6.64% less ownership
Funds ownership: 64.63% → 58% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.24M |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$3.98M |
| 3 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$1.95M |
| 4 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$1.8M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.2M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$808K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$625K |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$598K |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$348K |
XCEM Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q1 2023, worth a combined $86.8M — down 3.6% from $90M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XCEM positions and 7 closed out — a net gain of 7 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.24M. The largest seller was Bank of America, cutting an estimated $15.2M.
- 59 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q1 2023, up from 53 in Q4 2022.
- Funds reported $86.8M of Columbia EM Core ex-China ETF stock for Q1 2023, down 3.6% quarter-over-quarter.
- 14 funds opened new Columbia EM Core ex-China ETF positions in Q1 2023 and 7 closed out, a net change of +7 holders.
- The largest Columbia EM Core ex-China ETF buyer in Q1 2023 was Morgan Stanley, an estimated $6.24M added.
- The largest Columbia EM Core ex-China ETF seller in Q1 2023 was Bank of America, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2023.