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Columbia EM Core ex-China ETF
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Overview Fund Activity

124 hedge funds and large institutions have $624M invested in Columbia EM Core ex-China ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+33
Holders Change %
+36.26%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
52
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$184M
2
Bank of America
Bank of America
North Carolina
$52.9M
3
PCIG
Partners Capital Investment Group
Massachusetts
$15.6M
4
MPW
MA Private Wealth
California
$12.5M
5
LPL Financial
LPL Financial
California
$18.4M

Top Sellers

1
Jane Street
Jane Street
New York
$3.04M
2
OMC
Old Mission Capital
Illinois
$348K
3
FTUS
Flow Traders U.S.
New York
$1.23M
4
HighTower Advisors
HighTower Advisors
Illinois
$7.43M
5
PWP
Principle Wealth Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Aptus Capital Advisors
Alabama
$4.56M +$270K +8,922 +6%
GWANC
27
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.56M +$270K +8,922 +6%
BCG
28
Breakwater Capital Group
New Jersey
$4.44M +$583K +20,017 +15%
PVI
29
Pine Valley Investments
New Jersey
$4.29M +$524K +17,323 +14%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$4.16M +$993K +32,815 +31%
Creative Planning
31
Creative Planning
Kansas
$3.65M -$437K -14,452 -11%
FWM
32
Fortress Wealth Management
California
$3.63M +$3.63M +119,808 New
VPP
33
Vertex Planning Partners
Illinois
$3.3M +$3.3M +108,938 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$3.24M +$3.24M +107,086 New
HFA
35
Highland Financial Advisors
New Jersey
$3.22M +$3.22M +106,273 New
CWS
36
Cypress Wealth Services
California
$3.2M +$3.2M +105,765 New
OAP
37
One Advisory Partners
Kansas
$3.1M +$3.1M +102,295 New
Jane Street
38
Jane Street
New York
$3.04M -$5.45M -180,011 -64%
Stifel Financial
39
Stifel Financial
Missouri
$3M +$2.3M +76,067 +331%
PAG
40
Private Advisor Group
New Jersey
$2.88M +$679K +22,431 +31%
SCM
41
Sebold Capital Management
Illinois
$2.83M -$669K -22,102 -19%
AWA
42
ARQ Wealth Advisors
Arizona
$2.82M +$2.15M +71,178 +326%
SAM
43
Smithbridge Asset Management
Pennsylvania
$2.76M +$8.78K +290 +0.3%
GW
44
GW & Wade
Massachusetts
$2.62M +$2.31M +76,202 +745%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.61M +$114K +3,750 +5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.53M +$21.6K +715 +0.9%
KF
47
Krilogy Financial
Missouri
$2.51M +$55.2K +1,823 +2%
DADC
48
D.A. Davidson & Co
Montana
$2.49M +$50K +1,653 +2%
LIM
49
Leavell Investment Management
Alabama
$2.36M +$582K +19,235 +33%
MAC
50
Mason & Associates (California)
California
$2.32M +$99K +3,271 +4%
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