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Columbia EM Core ex-China ETF

148 hedge funds and large institutions have $961M invested in Columbia EM Core ex-China ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 83 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 33

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $884M → $961M (+$76.5M)

3% more funds holding

Funds holding: 143148 (+5)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.5% less ownership

Funds ownership: 79.39%76.9% (-2.5%)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
83
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ODG
26
O'Dell Group
Ohio
$8.18M +$251K +7,759 +3%
OMC
27
Old Mission Capital
Illinois
$7.51M +$5.94M +183,769 +399%
HighTower Advisors
28
HighTower Advisors
Illinois
$7.33M +$27.7K +857 +0.4%
Wells Fargo
29
Wells Fargo
California
$6.92M +$1.36M +42,103 +25%
BFG
30
Buttonwood Financial Group
Missouri
$6.65M +$985K +30,461 +18%
RJA
31
Raymond James & Associates
Florida
$6.6M +$391K +12,075 +6%
BCG
32
Breakwater Capital Group
New Jersey
$6.53M +$461K +14,244 +8%
PVI
33
Pine Valley Investments
New Jersey
$6.31M -$28.4K -878 -0.5%
OAP
34
One Advisory Partners
Kansas
$5.84M +$635K +19,637 +12%
PAG
35
Private Advisor Group
New Jersey
$5.68M +$424K +13,119 +8%
WPW
36
Watershed Private Wealth
Illinois
$5.67M +$1.56M +48,316 +39%
PFA
37
Petra Financial Advisors
Colorado
$5.55M +$95.3K +2,946 +2%
KW
38
KWB Wealth
California
$5.43M +$876K +27,087 +19%
GWANC
39
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.42M +$169K +5,214 +3%
ACA
40
Aptus Capital Advisors
Alabama
$5.42M +$169K +5,214 +3%
MAC
41
Mason & Associates (California)
California
$5.19M -$1.36M -41,977 -21%
VPP
42
Vertex Planning Partners
Illinois
$5.05M +$739K +22,850 +17%
CWS
43
Cypress Wealth Services
California
$5.04M +$166K +5,127 +3%
HFA
44
Highland Financial Advisors
New Jersey
$4.65M +$162K +5,007 +4%
TVAMP
45
Tennessee Valley Asset Management Partners
Tennessee
$4.63M +$188K +5,827 +4%
Mariner
46
Mariner
Kansas
$4.52M +$1.15M +35,537 +35%
Osaic Holdings
47
Osaic Holdings
Arizona
$4.5M +$66.2K +2,047 +2%
DADC
48
D.A. Davidson & Co
Montana
$4.42M +$1.03M +31,988 +31%
MCWS
49
McKinley Carter Wealth Services
West Virginia
$4.34M -$271K -8,365 -6%
BFG
50
Bleakley Financial Group
New Jersey
$4.32M +$435K +13,452 +11%

XCEM Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2024, worth a combined $961M — up 8.7% from $884M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XCEM positions and 7 closed out — a net gain of 6 holders — while 83 added to existing stakes and 33 trimmed.

The largest buyer was O'Brien Wealth Partners, opening a new position worth an estimated $21.2M. The largest seller was JP Morgan Chase, cutting an estimated $12.4M.

  • 148 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2024, up from 143 in Q2 2024.
  • Funds reported $961M of Columbia EM Core ex-China ETF stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 13 funds opened new Columbia EM Core ex-China ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q3 2024 was O'Brien Wealth Partners, an estimated $21.2M added.
  • The largest Columbia EM Core ex-China ETF seller in Q3 2024 was JP Morgan Chase, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.