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Columbia EM Core ex-China ETF
XCEM

91 hedge funds and large institutions have $347M invested in Columbia EM Core ex-China ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

128% more capital invested

Capital invested by funds: $152M → $347M (+$195M)

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

38% more funds holding

Funds holding: 66 → 91 (+25)

12.09% more ownership

Funds ownership: 65.27% → 77.37% (+12%)

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
31
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$48M
2
Bank of America
Bank of America
North Carolina
+$21.9M
3
BWL
Bogart Wealth LLC
Virginia
+$19.6M
4
PA
Prism Advisors
California
+$19.6M
5
AA
ALPS Advisors
Colorado
+$16.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.38M
3
KF
Krilogy Financial
Missouri
-$361K
4
CW
CreativeOne Wealth
Kansas
-$83.3K
5
VFA
Valeo Financial Advisors
Indiana
-$76.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
26
Pine Valley Investments
New Jersey
$3.41M +$3.54M +124,239 New
SCM
27
Sebold Capital Management
Illinois
$3.17M -$18.3K -644 -0.6%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$2.87M +$11.3K +395 +0.4%
OMC
29
Old Mission Capital
Illinois
$2.59M +$254K +8,922 +10%
SAM
30
Smithbridge Asset Management
Pennsylvania
$2.5M +$2.59M +90,980 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.28M +$3.65K +128 +0.2%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.26M +$2.35M +82,503 New
KF
33
Krilogy Financial
Missouri
$2.23M -$361K -12,661 -13%
DADC
34
D.A. Davidson & Co
Montana
$2.21M -$47K -1,649 -2%
FTUS
35
Flow Traders U.S.
New York
$2.17M +$1.12M +39,314 +98%
FNC
36
First National Corp
Massachusetts
$2.03M +$74.6K +2,619 +4%
MAC
37
Mason & Associates (California)
California
$2.01M -$37.6K -1,320 -2%
PAG
38
Private Advisor Group
New Jersey
$1.99M +$1.08M +37,788 +108%
FFN
39
Focus Financial Network
Minnesota
$1.98M +$41.1K +1,444 +2%
BFG
40
Buttonwood Financial Group
Missouri
$1.7M +$1.82M +64,057 New
LIM
41
Leavell Investment Management
Alabama
$1.61M +$691K +24,243 +70%
WWA
42
WCG Wealth Advisors
Nevada
$1.53M +$1.04M +36,510 +190%
KMWM
43
Keudell/Morrison Wealth Management
Oregon
$1.49M +$1.27M +44,680 +460%
GIA
44
Gladstone Institutional Advisory
Florida
$1.45M +$1.5M +52,794 New
SC
45
Sykon Capital
New York
$1.25M +$1.29M +45,425 New
Osaic Holdings
46
Osaic Holdings
Arizona
$1.19M +$242K +8,482 +24%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.12M +$1.17M +40,914 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.05M +$1.09M +38,184 New
RPG
49
Resource Planning Group
Georgia
$1.02M – – –
SPC
50
Sigma Planning Corp
Michigan
$945K +$32.4K +1,137 +3%
1
2
3 4

XCEM Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2023, worth a combined $347M — up 128% from $152M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XCEM positions and 3 closed out — a net gain of 25 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $2.45M sold.

  • 91 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2023, up from 66 in Q2 2023.
  • Funds reported $347M of Columbia EM Core ex-China ETF stock for Q3 2023, up 128% quarter-over-quarter.
  • 28 funds opened new Columbia EM Core ex-China ETF positions in Q3 2023 and 3 closed out, a net change of +25 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q3 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Columbia EM Core ex-China ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $2.45M sold.

Based on aggregated 13F filings for Q3 2023.