XCEM icon

Columbia EM Core ex-China ETF
XCEM

Overview Fund Activity

136 hedge funds and large institutions have $750M invested in Columbia EM Core ex-China ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
74
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$85.7M
2
FAM
2
Flaharty Asset Management
Florida
$15.4M
3
FFA
3
First Foundation Advisors
California
$10.6M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$19.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$14.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$4.69M
3
AC
3
AlphaCore Capital
California
$0
4
SC
4
Sykon Capital
New York
$0
5
BAM
5
Belpointe Asset Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
26
Pine Valley Investments
New Jersey
$6.24M +$1.84M +59,080 +42%
SL
27
Systelligence LLC
Minnesota
$6.19M – – –
MAC
28
Mason & Associates (California)
California
$6.11M +$3.72M +119,674 +156%
AF
29
Alerus Financial
North Dakota
$6.02M +$6.02M +193,445 New
KV
30
Kickstand Ventures
New York
$5.96M +$550K +17,680 +10%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$5.88M +$5.25M +168,943 +833%
BCG
32
Breakwater Capital Group
New Jersey
$5.5M +$767K +24,655 +16%
PFA
33
Petra Financial Advisors
Colorado
$5M +$49.8K +1,602 +1%
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.82M +$130K +4,166 +3%
ACA
35
Aptus Capital Advisors
Alabama
$4.82M +$130K +4,166 +3%
OAP
36
One Advisory Partners
Kansas
$4.76M +$1.58M +50,726 +50%
PCIG
37
Partners Capital Investment Group
Massachusetts
$4.69M -$11.3M -363,191 -71%
PAG
38
Private Advisor Group
New Jersey
$4.63M +$1.67M +53,807 +57%
KW
39
KWB Wealth
California
$4.51M +$3.01M +96,644 +200%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$4.33M +$51.2K +1,646 +1%
FAIM
41
Financial Advocates Investment Management
Washington
$4.26M +$4.26M +137,134 New
Osaic Holdings
42
Osaic Holdings
Arizona
$4.17M +$2.96M +95,131 +245%
Wells Fargo
43
Wells Fargo
California
$4.14M +$4.1M +131,988 +10,619%
BFG
44
Buttonwood Financial Group
Missouri
$4.13M +$2.07M +66,505 +100%
VPP
45
Vertex Planning Partners
Illinois
$4.05M +$658K +21,168 +19%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$4.04M +$4.04M +129,910 New
FWM
47
Fortress Wealth Management
California
$4M +$276K +8,862 +7%
AWA
48
ARQ Wealth Advisors
Arizona
$3.86M +$968K +31,114 +33%
HFA
49
Highland Financial Advisors
New Jersey
$3.71M +$403K +12,943 +12%
Creative Planning
50
Creative Planning
Kansas
$3.65M -$102K -3,270 -3%
1
2
3 4 5