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Columbia EM Core ex-China ETF

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

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

128% more capital invested

Capital invested by funds: $152M → $347M (+$195M)

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

38% more funds holding

Funds holding: 6691 (+25)

12.09% more ownership

Funds ownership: 65.27%77.37% (+12%)

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.44%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$876K +$910K +31,947 New
NA
52
NewEdge Advisors
Louisiana
$831K -$27.8K -975 -3%
VFA
53
Valeo Financial Advisors
Indiana
$745K -$76.4K -2,681 -9%
CA
54
CoreCap Advisors
Michigan
$725K +$82.6K +2,901 +12%
PWP
55
Principle Wealth Partners
Connecticut
$692K
Stifel Financial
56
Stifel Financial
Missouri
$630K +$654K +22,978 New
AWA
57
ARQ Wealth Advisors
Arizona
$599K +$622K +21,852 New
ODG
58
O'Dell Group
Ohio
$581K -$30.3K -1,063 -5%
CAM
59
Cresset Asset Management
Illinois
$579K
ACA
60
Atlas Capital Advisors
Wyoming
$548K +$54.7K +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 +$459K +16,109 New
KV
65
Kickstand Ventures
New York
$432K +$449K +15,750 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$398K -$4.5K -158 -1%
AAS
67
Avantax Advisory Services
Texas
$397K -$2.17K -76 -0.5%
KOC
68
Koss-Olinger Consulting
Florida
$393K -$3.73K -131 -0.9%
TCM
69
Telos Capital Management
California
$382K +$59K +2,071 +17%
CAN
70
Cetera Advisor Networks
California
$364K +$378K +13,266 New
GHA
71
GW Henssler & Associates
Georgia
$358K
KAS
72
KPP Advisory Services
Kentucky
$349K +$363K +12,730 New
CW
73
CreativeOne Wealth
Kansas
$344K -$83.3K -2,925 -19%
PFA
74
Pure Financial Advisors
California
$343K -$10.5K -368 -3%
GW
75
GW & Wade
Massachusetts
$280K +$291K +10,222 New

XCEM Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2023, worth a combined $347M — up 128% from $152M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XCEM positions and 3 closed out — a net gain of 25 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $2.45M sold.

  • 91 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2023, up from 66 in Q2 2023.
  • Funds reported $347M of Columbia EM Core ex-China ETF stock for Q3 2023, up 128% quarter-over-quarter.
  • 28 funds opened new Columbia EM Core ex-China ETF positions in Q3 2023 and 3 closed out, a net change of +25 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q3 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Columbia EM Core ex-China ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $2.45M sold.

Based on aggregated 13F filings for Q3 2023.