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Columbia EM Core ex-China ETF
XCEM

59 hedge funds and large institutions have $86.8M invested in Columbia EM Core ex-China ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

11% more funds holding

Funds holding: 53 → 59 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $90M → $86.8M (-$3.24M)

6.64% less ownership

Funds ownership: 64.63% → 58% (-6.6%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
20
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.24M
2
AC
AlphaCore Capital
California
+$3.98M
3
PA
Planning Alternatives
Michigan
+$1.95M
4
MAC
Mason & Associates (California)
California
+$1.8M
5
DADC
D.A. Davidson & Co
Montana
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$15.2M
2
CAN
Cetera Advisor Networks
California
-$808K
3
FAIM
Financial Advocates Investment Management
Washington
-$625K
4
KF
Krilogy Financial
Missouri
-$598K
5
TCWM
Total Clarity Wealth Management
Illinois
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$21.8K +$18.9K +705 +705%
ME
52
McIlrath & Eck
Washington
$16.4K – – –
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$14.4K +$1.16M +43,298 +9%
BAM
54
Belpointe Asset Management
Nevada
$8.06K -$1.58K -59 -17%
UB
55
UMB Bank
Missouri
$6.98K +$6.92K +258 New
WWM
56
Wolff Wiese Magana
California
$6.87K +$6.82K +254 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$6K +$6.36K +237 New
HI
58
Harbour Investments
Wisconsin
$4.3K – – –
VWM
59
Venturi Wealth Management
Texas
$2.22K +$2.2K +82 New
CAN
60
Cetera Advisor Networks
California
– -$808K -31,631 Closed
FAIM
61
Financial Advocates Investment Management
Washington
– -$625K -24,462 Closed
TCWM
62
Total Clarity Wealth Management
Illinois
– -$348K -13,630 Closed
UBS Group
63
UBS Group
Switzerland
– -$68.8K -2,691 Closed
MSCM
64
McElhenny Sheffield Capital Management
Texas
– -$31.9K -1,247 Closed
S
65
SignatureFD
Georgia
– -$792 -31 Closed
Fidelity Investments
66
Fidelity Investments
Massachusetts
– -$26 -1 Closed
1 2
3

XCEM Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q1 2023, worth a combined $86.8M — down 3.6% from $90M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XCEM positions and 7 closed out — a net gain of 7 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.24M. The largest seller was Bank of America, cutting an estimated $15.2M.

  • 59 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q1 2023, up from 53 in Q4 2022.
  • Funds reported $86.8M of Columbia EM Core ex-China ETF stock for Q1 2023, down 3.6% quarter-over-quarter.
  • 14 funds opened new Columbia EM Core ex-China ETF positions in Q1 2023 and 7 closed out, a net change of +7 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q1 2023 was Morgan Stanley, an estimated $6.24M added.
  • The largest Columbia EM Core ex-China ETF seller in Q1 2023 was Bank of America, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2023.