We are live on ! Find out more
XCEM icon

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
GIA
76
Gladstone Institutional Advisory
Florida
$1.67M +$19.3K +640 +1%
WWA
77
WCG Wealth Advisors
Nevada
$1.6M +$36.2K +1,200 +2%
Mariner
78
Mariner
Kansas
$1.59M +$262K +8,696 +20%
SPC
79
Sigma Planning Corp
Michigan
$1.19M +$535K +17,767 +87%
SCM
80
Sheridan Capital Management
California
$1.06M +$352K +11,686 +52%
NA
81
NewEdge Advisors
Louisiana
$1.04M +$27.4K +911 +3%
CA
82
CoreCap Advisors
Michigan
$1.01M +$57.6K +1,911 +6%
RWA
83
Redmont Wealth Advisors
Illinois
$989K +$356K +11,819 +59%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$978K +$642K +21,312 +210%
DWM
85
Denver Wealth Management
Colorado
$863K +$836K +27,755 New
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$810K -$328K -10,890 -29%
PFS
87
Prospera Financial Services
Texas
$801K +$776K +25,768 New
Ameriprise
88
Ameriprise
Minnesota
$733K +$710K +23,571 New
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$723K -$140K -4,649 -17%
UAG
90
United Advisor Group
Ohio
$688K +$667K +22,136 New
CAM
91
Cresset Asset Management
Illinois
$657K
ACA
92
Atlas Capital Advisors
Wyoming
$647K +$9.28K +308 +2%
BAMG
93
Brand Asset Management Group
Missouri
$632K +$342K +11,366 +127%
VFA
94
Valeo Financial Advisors
Indiana
$613K -$7.89K -262 -1%
CW
95
CreativeOne Wealth
Kansas
$602K +$144K +4,787 +33%
Brown Advisory
96
Brown Advisory
Maryland
$593K
KAS
97
Kestra Advisory Services
Texas
$546K +$248K +8,215 +88%
QCM
98
Quantinno Capital Management
New York
$538K +$521K +17,298 New
OFG
99
Oxford Financial Group
Indiana
$534K
TCM
100
Telos Capital Management
California
$524K +$20.2K +671 +4%

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.