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Columbia EM Core ex-China ETF

165 hedge funds and large institutions have $830M invested in Columbia EM Core ex-China ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 162165 (+3)

2% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 63

0.96% more ownership

Funds ownership: 77.5%78.46% (+0.96%)

5% less capital invested

Capital invested by funds: $873M → $830M (-$42.9M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
16
Increased
64
Reduced
63
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$7.43M -$1.77M -58,971 -19%
ODG
27
O'Dell Group
Ohio
$7.28M -$131K -4,357 -2%
SAI
28
Savvy Advisors Inc
New York
$7.14M +$3.5M +116,620 +93%
PVI
29
Pine Valley Investments
New Jersey
$6.38M +$448K +14,912 +7%
BCG
30
Breakwater Capital Group
New Jersey
$6.11M +$50.8K +1,692 +0.8%
HighTower Advisors
31
HighTower Advisors
Illinois
$6.06M -$250K -8,341 -4%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$5.51M +$1.46M +48,763 +35%
RPSA
33
Richard P. Slaughter Associates
Texas
$5.36M -$13.5M -451,168 -71%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$5.23M -$100K -3,344 -2%
CWS
35
Cypress Wealth Services
California
$5.2M +$66.8K +2,225 +1%
Osaic Holdings
36
Osaic Holdings
Arizona
$5.18M +$774K +25,790 +17%
AC
37
AlphaCore Capital
California
$5.05M +$5.13M +171,023 New
PAG
38
Private Advisor Group
New Jersey
$4.86M -$681K -22,696 -12%
HFA
39
Highland Financial Advisors
New Jersey
$4.76M +$274K +9,117 +6%
ACA
40
Aptus Capital Advisors
Alabama
$4.73M -$284K -9,476 -6%
GWANC
41
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.73M -$284K -9,476 -6%
BFG
42
Buttonwood Financial Group
Missouri
$4.65M -$1.41M -47,132 -22%
WPW
43
Watershed Private Wealth
Illinois
$4.65M -$1.44M -47,984 -23%
DADC
44
D.A. Davidson & Co
Montana
$4.51M +$222K +7,395 +5%
BFG
45
Bleakley Financial Group
New Jersey
$4.45M +$211K +7,034 +5%
Mariner
46
Mariner
Kansas
$4.33M -$747K -24,883 -15%
OAP
47
One Advisory Partners
Kansas
$4.23M -$1.32M -44,110 -24%
Stifel Financial
48
Stifel Financial
Missouri
$3.95M +$576K +19,177 +17%
AWA
49
ARQ Wealth Advisors
Arizona
$3.91M -$355K -11,827 -8%
FLA
50
Financial Life Advisors
Texas
$3.66M +$3.72M +124,064 New

XCEM Hedge Fund Activity: Q1 2025 in Review

165 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q1 2025, worth a combined $830M — down 4.9% from $873M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XCEM positions and 12 closed out — a net gain of 4 holders — while 64 added to existing stakes and 63 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $14.7M. The largest seller was Bank of America, cutting an estimated $35.6M.

  • 165 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q1 2025, up from 162 in Q4 2024.
  • Funds reported $830M of Columbia EM Core ex-China ETF stock for Q1 2025, down 4.9% quarter-over-quarter.
  • 16 funds opened new Columbia EM Core ex-China ETF positions in Q1 2025 and 12 closed out, a net change of +4 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q1 2025 was Old Mission Capital, an estimated $14.7M added.
  • The largest Columbia EM Core ex-China ETF seller in Q1 2025 was Bank of America, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2025.