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Columbia EM Core ex-China ETF

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

1,100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 3

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

80% more capital invested

Capital invested by funds: $347M → $624M (+$277M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more funds holding

Funds holding: 91124 (+33)

17.22% more ownership

Funds ownership: 77.37%94.59% (+17%)

Holders
124
Holders Change
+33
Holders Change %
+36.26%
% of All Funds
1.81%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Aptus Capital Advisors
Alabama
$4.56M +$251K +8,922 +6%
GWANC
27
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.56M +$251K +8,922 +6%
BCG
28
Breakwater Capital Group
New Jersey
$4.44M +$564K +20,017 +15%
PVI
29
Pine Valley Investments
New Jersey
$4.29M +$488K +17,323 +14%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$4.16M +$924K +32,815 +31%
Creative Planning
31
Creative Planning
Kansas
$3.65M -$407K -14,452 -11%
FWM
32
Fortress Wealth Management
California
$3.63M +$3.37M +119,808 New
VPP
33
Vertex Planning Partners
Illinois
$3.3M +$3.07M +108,938 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$3.24M +$3.02M +107,086 New
HFA
35
Highland Financial Advisors
New Jersey
$3.22M +$2.99M +106,273 New
CWS
36
Cypress Wealth Services
California
$3.2M +$2.98M +105,765 New
OAP
37
One Advisory Partners
Kansas
$3.1M +$2.88M +102,295 New
Jane Street
38
Jane Street
New York
$3.04M -$5.07M -180,011 -64%
Stifel Financial
39
Stifel Financial
Missouri
$3M +$2.14M +76,067 +331%
PAG
40
Private Advisor Group
New Jersey
$2.88M +$632K +22,431 +31%
SCM
41
Sebold Capital Management
Illinois
$2.83M -$623K -22,102 -19%
AWA
42
ARQ Wealth Advisors
Arizona
$2.82M +$2M +71,178 +326%
SAM
43
Smithbridge Asset Management
Pennsylvania
$2.76M +$8.17K +290 +0.3%
GW
44
GW & Wade
Massachusetts
$2.62M +$2.15M +76,202 +745%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.61M +$106K +3,750 +5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.53M +$20.1K +715 +0.9%
KF
47
Krilogy Financial
Missouri
$2.51M +$51.3K +1,823 +2%
DADC
48
D.A. Davidson & Co
Montana
$2.49M +$46.6K +1,653 +2%
LIM
49
Leavell Investment Management
Alabama
$2.36M +$542K +19,235 +33%
MAC
50
Mason & Associates (California)
California
$2.32M +$92.1K +3,271 +4%

XCEM Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q4 2023, worth a combined $624M — up 80% from $347M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new XCEM positions and 3 closed out — a net gain of 33 holders — while 52 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was Jane Street, cutting an estimated $5.07M.

  • 124 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $624M of Columbia EM Core ex-China ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 36 funds opened new Columbia EM Core ex-China ETF positions in Q4 2023 and 3 closed out, a net change of +33 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
  • The largest Columbia EM Core ex-China ETF seller in Q4 2023 was Jane Street, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2023.