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Columbia EM Core ex-China ETF
XCEM

66 hedge funds and large institutions have $152M invested in Columbia EM Core ex-China ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

75% more capital invested

Capital invested by funds: $86.8M → $152M (+$65.4M)

12% more funds holding

Funds holding: 59 → 66 (+7)

7.28% more ownership

Funds ownership: 58% → 65.27% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
32
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.9M
2
Jane Street
Jane Street
New York
+$7.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.33M
4
UBS Group
UBS Group
Switzerland
+$2.95M
5
SL
Systelligence LLC
Minnesota
+$2.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.01M
2
Wells Fargo
Wells Fargo
California
-$308K
3
HighTower Advisors
HighTower Advisors
Illinois
-$207K
4
SCM
Sebold Capital Management
Illinois
-$151K
5
Creative Planning
Creative Planning
Kansas
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
26
First National Corp
Massachusetts
$2.05M +$22.4K +808 +1%
FFN
27
Focus Financial Network
Minnesota
$2.03M +$130K +4,708 +7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.63M -$21.6K -781 -1%
FTUS
29
Flow Traders U.S.
New York
$1.14M +$577K +20,817 +109%
RPG
30
Resource Planning Group
Georgia
$1.06M -$89.3K -3,225 -8%
PAG
31
Private Advisor Group
New Jersey
$1M +$760K +27,436 +364%
Osaic Holdings
32
Osaic Holdings
Arizona
$998K +$251K +9,065 +35%
LIM
33
Leavell Investment Management
Alabama
$990K +$60.9K +2,197 +7%
SPC
34
Sigma Planning Corp
Michigan
$954K +$923K +33,340 New
NA
35
NewEdge Advisors
Louisiana
$894K -$34.6K -1,250 -4%
VFA
36
Valeo Financial Advisors
Indiana
$854K – – –
PWP
37
Principle Wealth Partners
Connecticut
$722K +$699K +25,250 New
CA
38
CoreCap Advisors
Michigan
$673K +$652K +23,541 New
ODG
39
O'Dell Group
Ohio
$636K -$14.5K -525 -2%
CAM
40
Cresset Asset Management
Illinois
$604K – – –
WWA
41
WCG Wealth Advisors
Nevada
$549K +$532K +19,210 New
Brown Advisory
42
Brown Advisory
Maryland
$545K – – –
RWA
43
Redmont Wealth Advisors
Illinois
$544K +$93K +3,357 +21%
ACA
44
Atlas Capital Advisors
Wyoming
$517K +$229K +8,267 +84%
OFG
45
Oxford Financial Group
Indiana
$491K +$476K +17,175 New
CW
46
CreativeOne Wealth
Kansas
$443K -$28.6K -1,032 -6%
AAS
47
Avantax Advisory Services
Texas
$417K +$54K +1,951 +15%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$416K -$110K -3,965 -21%
KOC
49
Koss-Olinger Consulting
Florida
$414K +$9.56K +345 +2%
GHA
50
GW Henssler & Associates
Georgia
$374K +$66.5K +2,400 +23%
1
2
3

XCEM Hedge Fund Activity: Q2 2023 in Review

66 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q2 2023, worth a combined $152M — up 75% from $86.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XCEM positions and 4 closed out — a net gain of 7 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.01M.

  • 66 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $152M of Columbia EM Core ex-China ETF stock for Q2 2023, up 75% quarter-over-quarter.
  • 11 funds opened new Columbia EM Core ex-China ETF positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q2 2023 was Morgan Stanley, an estimated $10.9M added.
  • The largest Columbia EM Core ex-China ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2023.