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Columbia EM Core ex-China ETF

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.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 24

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $624M → $750M (+$126M)

10% more funds holding

Funds holding: 124136 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14.98% less ownership

Funds ownership: 94.59%79.61% (-15%)

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
1.96%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
26
Pine Valley Investments
New Jersey
$6.24M +$1.78M +59,080 +42%
SL
27
Systelligence LLC
Minnesota
$6.19M
MAC
28
Mason & Associates (California)
California
$6.11M +$3.61M +119,674 +156%
AF
29
Alerus Financial
North Dakota
$6.02M +$5.83M +193,445 New
KV
30
Kickstand Ventures
New York
$5.96M +$533K +17,680 +10%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$5.88M +$5.09M +168,943 +833%
BCG
32
Breakwater Capital Group
New Jersey
$5.5M +$743K +24,655 +16%
PFA
33
Petra Financial Advisors
Colorado
$5M +$48.3K +1,602 +1%
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.82M +$126K +4,166 +3%
ACA
35
Aptus Capital Advisors
Alabama
$4.82M +$126K +4,166 +3%
OAP
36
One Advisory Partners
Kansas
$4.76M +$1.53M +50,726 +50%
PCIG
37
Partners Capital Investment Group
Massachusetts
$4.69M -$10.9M -363,191 -71%
PAG
38
Private Advisor Group
New Jersey
$4.63M +$1.62M +53,807 +57%
KW
39
KWB Wealth
California
$4.51M +$2.91M +96,644 +200%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$4.33M +$49.6K +1,646 +1%
FAIM
41
Financial Advocates Investment Management
Washington
$4.26M +$4.13M +137,134 New
Osaic Holdings
42
Osaic Holdings
Arizona
$4.17M +$2.87M +95,131 +245%
Wells Fargo
43
Wells Fargo
California
$4.14M +$3.98M +131,988 +10,619%
BFG
44
Buttonwood Financial Group
Missouri
$4.13M +$2M +66,505 +100%
VPP
45
Vertex Planning Partners
Illinois
$4.05M +$638K +21,168 +19%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$4.04M +$3.91M +129,910 New
FWM
47
Fortress Wealth Management
California
$4M +$267K +8,862 +7%
AWA
48
ARQ Wealth Advisors
Arizona
$3.86M +$938K +31,114 +33%
HFA
49
Highland Financial Advisors
New Jersey
$3.71M +$390K +12,943 +12%
Creative Planning
50
Creative Planning
Kansas
$3.65M -$98.5K -3,270 -3%

XCEM Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q1 2024, worth a combined $750M — up 20% from $624M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XCEM positions and 8 closed out — a net gain of 15 holders — while 74 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was Morgan Stanley, cutting an estimated $59M.

  • 136 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $750M of Columbia EM Core ex-China ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 23 funds opened new Columbia EM Core ex-China ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q1 2024 was Bank of America, an estimated $30.3M added.
  • The largest Columbia EM Core ex-China ETF seller in Q1 2024 was Morgan Stanley, an estimated $59M sold.

Based on aggregated 13F filings for Q1 2024.