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Columbia EM Core ex-China ETF

143 hedge funds and large institutions have $884M invested in Columbia EM Core ex-China ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 34

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

18% more capital invested

Capital invested by funds: $750M → $884M (+$134M)

5% more funds holding

Funds holding: 136143 (+7)

0.22% less ownership

Funds ownership: 79.61%79.39% (-0.22%)

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
2.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
16
Increased
78
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$7.14M -$369K -11,909 -5%
MAC
27
Mason & Associates (California)
California
$6.41M +$137K +4,406 +2%
SL
28
Systelligence LLC
Minnesota
$6.23M -$124K -3,990 -2%
PVI
29
Pine Valley Investments
New Jersey
$6.19M -$209K -6,744 -3%
AF
30
Alerus Financial
North Dakota
$6.13M -$43.2K -1,392 -0.7%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$6.1M +$61K +1,968 +1%
RJA
32
Raymond James & Associates
Florida
$6.07M -$1.46M -47,157 -20%
BCG
33
Breakwater Capital Group
New Jersey
$5.92M +$265K +8,556 +5%
BFG
34
Buttonwood Financial Group
Missouri
$5.53M +$1.25M +40,347 +30%
Wells Fargo
35
Wells Fargo
California
$5.42M +$1.13M +36,588 +27%
PFA
36
Petra Financial Advisors
Colorado
$5.33M +$191K +6,152 +4%
PAG
37
Private Advisor Group
New Jersey
$5.13M +$367K +11,829 +8%
GWANC
38
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.13M +$179K +5,779 +4%
ACA
39
Aptus Capital Advisors
Alabama
$5.13M +$179K +5,779 +4%
OAP
40
One Advisory Partners
Kansas
$5.08M +$190K +6,115 +4%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$4.96M +$1.69M +54,504 +54%
CWS
42
Cypress Wealth Services
California
$4.76M +$1.39M +44,917 +43%
MCWS
43
McKinley Carter Wealth Services
West Virginia
$4.51M +$60.1K +1,936 +1%
KW
44
KWB Wealth
California
$4.45M -$57.5K -1,854 -1%
HFA
45
Highland Financial Advisors
New Jersey
$4.38M +$561K +18,077 +15%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$4.34M +$186K +5,994 +5%
Osaic Holdings
47
Osaic Holdings
Arizona
$4.34M +$58.3K +1,878 +1%
Jane Street
48
Jane Street
New York
$4.31M +$1.81M +58,222 +76%
VPP
49
Vertex Planning Partners
Illinois
$4.21M +$54.8K +1,767 +1%
FWM
50
Fortress Wealth Management
California
$4.17M +$60.8K +1,960 +2%

XCEM Hedge Fund Activity: Q2 2024 in Review

143 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q2 2024, worth a combined $884M — up 18% from $750M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XCEM positions and 8 closed out — a net gain of 8 holders — while 78 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $23.8M. The largest seller was Bogart Wealth LLC, cutting an estimated $25M.

  • 143 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q2 2024, up from 136 in Q1 2024.
  • Funds reported $884M of Columbia EM Core ex-China ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 16 funds opened new Columbia EM Core ex-China ETF positions in Q2 2024 and 8 closed out, a net change of +8 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q2 2024 was Bank of America, an estimated $23.8M added.
  • The largest Columbia EM Core ex-China ETF seller in Q2 2024 was Bogart Wealth LLC, an estimated $25M sold.

Based on aggregated 13F filings for Q2 2024.