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Columbia EM Core ex-China ETF

124 hedge funds and large institutions have $624M invested in Columbia EM Core ex-China ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 3

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

80% more capital invested

Capital invested by funds: $347M → $624M (+$277M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more funds holding

Funds holding: 91124 (+33)

17.22% more ownership

Funds ownership: 77.37%94.59% (+17%)

Holders
124
Holders Change
+33
Holders Change %
+36.26%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
52
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
51
First National Corp
Massachusetts
$2.3M +$50.5K +1,794 +2%
FFN
52
Focus Financial Network
Minnesota
$2.17M -$20.3K -721 -1%
BFG
53
Buttonwood Financial Group
Missouri
$2.01M +$63.7K +2,263 +4%
FFA
54
First Foundation Advisors
California
$1.86M +$1.47M +52,122 +559%
CAN
55
Cetera Advisor Networks
California
$1.79M +$1.29M +45,822 +345%
GIA
56
Gladstone Institutional Advisory
Florida
$1.6M +$4.25K +151 +0.3%
KMWM
57
Keudell/Morrison Wealth Management
Oregon
$1.55M -$88.5K -3,144 -6%
WWA
58
WCG Wealth Advisors
Nevada
$1.52M -$151K -5,375 -10%
KW
59
KWB Wealth
California
$1.46M +$1.36M +48,374 New
SC
60
Sykon Capital
New York
$1.43M +$48.8K +1,732 +4%
Mariner
61
Mariner
Kansas
$1.29M +$1.2M +42,563 New
FTUS
62
Flow Traders U.S.
New York
$1.23M -$1.09M -38,812 -49%
Osaic Holdings
63
Osaic Holdings
Arizona
$1.17M -$129K -4,574 -11%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.12M -$112K -3,974 -10%
RPG
65
Resource Planning Group
Georgia
$1M -$112K -3,974 -11%
RJA
66
Raymond James & Associates
Florida
$994K +$925K +32,847 New
NA
67
NewEdge Advisors
Louisiana
$985K +$63.2K +2,245 +7%
CA
68
CoreCap Advisors
Michigan
$924K +$115K +4,077 +15%
BAM
69
Belpointe Asset Management
Nevada
$917K -$46.7K -1,659 -5%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$845K -$289K -10,271 -27%
USCWA
71
U.S. Capital Wealth Advisors
Texas
$774K +$720K +25,578 New
SCM
72
Sheridan Capital Management
California
$677K +$630K +22,353 New
CAM
73
Cresset Asset Management
Illinois
$639K
WIP
74
WealthCare Investment Partners
Rhode Island
$632K +$593K +21,045 New
VFA
75
Valeo Financial Advisors
Indiana
$624K -$185K -6,571 -24%

XCEM Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q4 2023, worth a combined $624M — up 80% from $347M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new XCEM positions and 3 closed out — a net gain of 33 holders — while 52 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was Jane Street, cutting an estimated $5.07M.

  • 124 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $624M of Columbia EM Core ex-China ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 36 funds opened new Columbia EM Core ex-China ETF positions in Q4 2023 and 3 closed out, a net change of +33 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
  • The largest Columbia EM Core ex-China ETF seller in Q4 2023 was Jane Street, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2023.