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Columbia EM Core ex-China ETF
XCEM

66 hedge funds and large institutions have $152M invested in Columbia EM Core ex-China ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

75% more capital invested

Capital invested by funds: $86.8M → $152M (+$65.4M)

12% more funds holding

Funds holding: 59 → 66 (+7)

7.28% more ownership

Funds ownership: 58% → 65.27% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
32
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.9M
2
Jane Street
Jane Street
New York
+$7.06M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.33M
4
UBS Group
UBS Group
Switzerland
+$2.95M
5
SL
Systelligence LLC
Minnesota
+$2.88M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.01M
2
Wells Fargo
Wells Fargo
California
-$308K
3
HighTower Advisors
HighTower Advisors
Illinois
-$207K
4
SCM
Sebold Capital Management
Illinois
-$151K
5
Creative Planning
Creative Planning
Kansas
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
51
Pure Financial Advisors
California
$368K +$1.08K +39 +0.3%
TCM
52
Telos Capital Management
California
$339K +$83.7K +3,020 +34%
KMWM
53
Keudell/Morrison Wealth Management
Oregon
$278K +$269K +9,708 New
BAMG
54
Brand Asset Management Group
Missouri
$256K – – –
MM
55
Main Management
California
$84K – – –
IA
56
IFP Advisors
Florida
$55.9K – – –
MFA
57
McClarren Financial Advisors
Pennsylvania
$38K – – –
AWM
58
Abound Wealth Management
Tennessee
$25.6K – – –
FFA
59
Farther Finance Advisors
California
$20K +$19.4K +700 New
ME
60
McIlrath & Eck
Washington
$17.4K – – –
HI
61
Harbour Investments
Wisconsin
$13.1K +$8.28K +299 +188%
UB
62
UMB Bank
Missouri
$12.6K +$5.1K +184 +71%
PTC
63
Private Trust Company
Ohio
$11.9K +$11.5K +415 New
WWM
64
Wolff Wiese Magana
California
$3.69K -$3.46K -125 -49%
VWM
65
Venturi Wealth Management
Texas
$2.35K – – –
HS
66
Horan Securities
United States
$1.57K +$1.52K +55 New
Wells Fargo
67
Wells Fargo
California
– -$308K -11,376 Closed
CFGS
68
Concourse Financial Group Securities
Alabama
– -$72.9K -2,633 Closed
ASN
69
Advisory Services Network
Georgia
– -$21.8K -805 Closed
BAM
70
Belpointe Asset Management
Nevada
– -$8.06K -298 Closed
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XCEM Hedge Fund Activity: Q2 2023 in Review

66 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q2 2023, worth a combined $152M — up 75% from $86.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XCEM positions and 4 closed out — a net gain of 7 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.01M.

  • 66 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $152M of Columbia EM Core ex-China ETF stock for Q2 2023, up 75% quarter-over-quarter.
  • 11 funds opened new Columbia EM Core ex-China ETF positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q2 2023 was Morgan Stanley, an estimated $10.9M added.
  • The largest Columbia EM Core ex-China ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2023.