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Columbia EM Core ex-China ETF

143 hedge funds and large institutions have $884M invested in Columbia EM Core ex-China ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 34

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

18% more capital invested

Capital invested by funds: $750M → $884M (+$134M)

5% more funds holding

Funds holding: 136143 (+7)

0.22% less ownership

Funds ownership: 79.61%79.39% (-0.22%)

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
2.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
16
Increased
78
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Exencial Wealth Advisors
Oklahoma
$4.14M -$2.22M -71,583 -36%
AWA
52
ARQ Wealth Advisors
Arizona
$4.11M +$147K +4,726 +4%
WPW
53
Watershed Private Wealth
Illinois
$4M +$347K +11,193 +10%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$3.93M +$255K +8,219 +7%
MFG
55
Merit Financial Group
Georgia
$3.83M +$139K +4,467 +4%
BFG
56
Bleakley Financial Group
New Jersey
$3.79M +$1.46M +46,929 +65%
SW
57
Simplicity Wealth
New Jersey
$3.79M +$1.46M +46,929 +65%
Creative Planning
58
Creative Planning
Kansas
$3.64M -$107K -3,465 -3%
Stifel Financial
59
Stifel Financial
Missouri
$3.57M -$18.2K -587 -0.5%
DADC
60
D.A. Davidson & Co
Montana
$3.3M -$22.6K -728 -0.7%
Mariner
61
Mariner
Kansas
$3.28M +$1.6M +51,564 +101%
LIM
62
Leavell Investment Management
Alabama
$3.01M +$93.8K +3,023 +3%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$2.98M +$1M +32,278 +53%
WIP
64
WealthCare Investment Partners
Rhode Island
$2.97M +$798K +25,711 +38%
SCM
65
Sebold Capital Management
Illinois
$2.95M -$33.7K -1,086 -1%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$2.93M -$17.9K -578 -0.6%
SAM
67
Smithbridge Asset Management
Pennsylvania
$2.9M -$50K -1,613 -2%
FNC
68
First National Corp
Massachusetts
$2.82M +$381K +12,294 +16%
KMWM
69
Keudell/Morrison Wealth Management
Oregon
$2.7M +$761K +24,546 +41%
NECFA
70
New England Capital Financial Advisors
Connecticut
$2.65M -$12.3K -396 -0.5%
KF
71
Krilogy Financial
Missouri
$2.64M +$81K +2,612 +3%
FFN
72
Focus Financial Network
Minnesota
$2.54M +$5.18K +167 +0.2%
PWAC
73
Private Wealth Advisors (California)
California
$2.44M +$2.37M +76,344 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$2.37M +$169K +5,438 +8%
QWM
75
Quadcap Wealth Management
Texas
$2.11M +$2.05M +66,245 New

XCEM Hedge Fund Activity: Q2 2024 in Review

143 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q2 2024, worth a combined $884M — up 18% from $750M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XCEM positions and 8 closed out — a net gain of 8 holders — while 78 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $23.8M. The largest seller was Bogart Wealth LLC, cutting an estimated $25M.

  • 143 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q2 2024, up from 136 in Q1 2024.
  • Funds reported $884M of Columbia EM Core ex-China ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 16 funds opened new Columbia EM Core ex-China ETF positions in Q2 2024 and 8 closed out, a net change of +8 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q2 2024 was Bank of America, an estimated $23.8M added.
  • The largest Columbia EM Core ex-China ETF seller in Q2 2024 was Bogart Wealth LLC, an estimated $25M sold.

Based on aggregated 13F filings for Q2 2024.