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Columbia EM Core ex-China ETF

136 hedge funds and large institutions have $750M invested in Columbia EM Core ex-China ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 24

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $624M → $750M (+$126M)

10% more funds holding

Funds holding: 124136 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14.98% less ownership

Funds ownership: 94.59%79.61% (-15%)

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
74
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$3.6M +$3.48M +115,633 New
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$3.58M +$238K +7,884 +7%
WPW
53
Watershed Private Wealth
Illinois
$3.55M +$3.44M +114,193 New
Stifel Financial
54
Stifel Financial
Missouri
$3.5M +$407K +13,523 +14%
CWS
55
Cypress Wealth Services
California
$3.25M -$42.7K -1,418 -1%
DADC
56
D.A. Davidson & Co
Montana
$3.23M +$654K +21,710 +26%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$3.14M +$3.04M +100,878 New
SCM
58
Sebold Capital Management
Illinois
$2.9M -$6.39K -212 -0.2%
SAM
59
Smithbridge Asset Management
Pennsylvania
$2.88M +$38.7K +1,285 +1%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$2.88M +$265K +8,788 +10%
LIM
61
Leavell Investment Management
Alabama
$2.84M +$401K +13,310 +17%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$2.64M +$2.56M +84,917 New
NECFA
63
New England Capital Financial Advisors
Connecticut
$2.59M +$2.51M +83,324 New
KF
64
Krilogy Financial
Missouri
$2.49M -$92.8K -3,081 -4%
Jane Street
65
Jane Street
New York
$2.39M -$709K -23,530 -23%
FFN
66
Focus Financial Network
Minnesota
$2.32M +$180K +5,973 +8%
FNC
67
First National Corp
Massachusetts
$2.3M
BFG
68
Bleakley Financial Group
New Jersey
$2.23M +$1.94M +64,247 +844%
SW
69
Simplicity Wealth
New Jersey
$2.23M +$2.17M +71,857 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$2.14M +$2.08M +68,918 New
WIP
71
WealthCare Investment Partners
Rhode Island
$2.09M +$1.39M +46,270 +220%
CAN
72
Cetera Advisor Networks
California
$1.98M +$136K +4,505 +8%
CT
73
Coastline Trust
Rhode Island
$1.92M +$1.32M +43,814 +245%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$1.9M +$1.07M +35,381 +138%
KMWM
75
Keudell/Morrison Wealth Management
Oregon
$1.87M +$267K +8,874 +17%

XCEM Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q1 2024, worth a combined $750M — up 20% from $624M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XCEM positions and 8 closed out — a net gain of 15 holders — while 74 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was Morgan Stanley, cutting an estimated $59M.

  • 136 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $750M of Columbia EM Core ex-China ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 23 funds opened new Columbia EM Core ex-China ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q1 2024 was Bank of America, an estimated $30.3M added.
  • The largest Columbia EM Core ex-China ETF seller in Q1 2024 was Morgan Stanley, an estimated $59M sold.

Based on aggregated 13F filings for Q1 2024.