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Columbia EM Core ex-China ETF

148 hedge funds and large institutions have $961M invested in Columbia EM Core ex-China ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 83 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 33

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $884M → $961M (+$76.5M)

3% more funds holding

Funds holding: 143148 (+5)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.5% less ownership

Funds ownership: 79.39%76.9% (-2.5%)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
83
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
ARQ Wealth Advisors
Arizona
$4.28M +$70.1K +2,168 +2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$4.14M +$4.1M +126,691 New
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$4.1M +$74.5K +2,304 +2%
FTUS
54
Flow Traders U.S.
New York
$3.99M +$3.95M +122,255 New
KMWM
55
Keudell/Morrison Wealth Management
Oregon
$3.85M +$1.07M +33,095 +39%
EWA
56
Exencial Wealth Advisors
Oklahoma
$3.84M -$392K -12,126 -9%
WIP
57
WealthCare Investment Partners
Rhode Island
$3.73M +$743K +22,962 +25%
Stifel Financial
58
Stifel Financial
Missouri
$3.7M +$44.4K +1,374 +1%
MFG
59
Merit Financial Group
Georgia
$3.52M -$401K -12,399 -10%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$3.5M +$1.06M +32,811 +44%
Creative Planning
61
Creative Planning
Kansas
$3.32M -$401K -12,398 -11%
LIM
62
Leavell Investment Management
Alabama
$3.1M +$12.1K +373 +0.4%
SCM
63
Sebold Capital Management
Illinois
$3.1M +$80.7K +2,494 +3%
KF
64
Krilogy Financial
Missouri
$3.09M +$385K +11,894 +14%
SAI
65
Savvy Advisors Inc
New York
$3.06M +$2.18M +67,398 +255%
USCWA
66
U.S. Capital Wealth Advisors
Texas
$2.97M -$76.3K -2,360 -3%
SAM
67
Smithbridge Asset Management
Pennsylvania
$2.97M -$4.37K -135 -0.1%
NECFA
68
New England Capital Financial Advisors
Connecticut
$2.92M +$207K +6,385 +8%
AFP
69
Alpha Financial Partners
Kentucky
$2.75M +$2.72M +84,185 New
EFG
70
Ehrlich Financial Group
California
$2.75M +$2.72M +84,185 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$2.75M +$660K +20,407 +32%
FNC
72
First National Corp
Massachusetts
$2.73M -$152K -4,703 -5%
NCM
73
Northwest Capital Management
Oregon
$2.65M +$565K +17,472 +27%
SA
74
Sanctuary Advisors
Indiana
$2.58M -$9.39M -290,326 -78%
FFN
75
Focus Financial Network
Minnesota
$2.57M +$29.5K +912 +1%

XCEM Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2024, worth a combined $961M — up 8.7% from $884M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XCEM positions and 7 closed out — a net gain of 6 holders — while 83 added to existing stakes and 33 trimmed.

The largest buyer was O'Brien Wealth Partners, opening a new position worth an estimated $21.2M. The largest seller was JP Morgan Chase, cutting an estimated $12.4M.

  • 148 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2024, up from 143 in Q2 2024.
  • Funds reported $961M of Columbia EM Core ex-China ETF stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 13 funds opened new Columbia EM Core ex-China ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q3 2024 was O'Brien Wealth Partners, an estimated $21.2M added.
  • The largest Columbia EM Core ex-China ETF seller in Q3 2024 was JP Morgan Chase, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.