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Columbia EM Core ex-China ETF
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Overview Fund Activity

91 hedge funds and large institutions have $347M invested in Columbia EM Core ex-China ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
31
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.4M
2
Bank of America
2
Bank of America
North Carolina
$24.9M
3
BWL
3
Bogart Wealth LLC
Virginia
$18.8M
4
PA
4
Prism Advisors
California
$18.8M
5
AA
5
ALPS Advisors
Colorado
$15.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$227K
3
KF
3
Krilogy Financial
Missouri
$2.23M
4
CW
4
CreativeOne Wealth
Kansas
$344K
5
VFA
5
Valeo Financial Advisors
Indiana
$745K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$876K +$876K +31,947 New
NA
52
NewEdge Advisors
Louisiana
$831K -$26.7K -975 -3%
VFA
53
Valeo Financial Advisors
Indiana
$745K -$73.5K -2,681 -9%
CA
54
CoreCap Advisors
Michigan
$725K +$79.5K +2,901 +12%
PWP
55
Principle Wealth Partners
Connecticut
$692K – – –
Stifel Financial
56
Stifel Financial
Missouri
$630K +$630K +22,978 New
AWA
57
ARQ Wealth Advisors
Arizona
$599K +$599K +21,852 New
ODG
58
O'Dell Group
Ohio
$581K -$29.1K -1,063 -5%
CAM
59
Cresset Asset Management
Illinois
$579K – – –
ACA
60
Atlas Capital Advisors
Wyoming
$548K +$52.7K +1,922 +11%
Brown Advisory
61
Brown Advisory
Maryland
$523K – – –
RWA
62
Redmont Wealth Advisors
Illinois
$522K – – –
OFG
63
Oxford Financial Group
Indiana
$471K – – –
TCWM
64
Total Clarity Wealth Management
Illinois
$442K +$442K +16,109 New
KV
65
Kickstand Ventures
New York
$432K +$432K +15,750 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$398K -$4.34K -158 -1%
AAS
67
Avantax Advisory Services
Texas
$397K -$2.08K -76 -0.5%
KOC
68
Koss-Olinger Consulting
Florida
$393K -$3.59K -131 -0.9%
TCM
69
Telos Capital Management
California
$382K +$56.8K +2,071 +17%
CAN
70
Cetera Advisor Networks
California
$364K +$364K +13,266 New
GHA
71
GW Henssler & Associates
Georgia
$358K – – –
KAS
72
KPP Advisory Services
Kentucky
$349K +$349K +12,730 New
CW
73
CreativeOne Wealth
Kansas
$344K -$80.2K -2,925 -19%
PFA
74
Pure Financial Advisors
California
$343K -$10.1K -368 -3%
GW
75
GW & Wade
Massachusetts
$280K +$280K +10,222 New
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3
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