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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
CT
76
Coastline Trust
Rhode Island
$2.09M +$115K +3,699 +6%
NCM
77
Northwest Capital Management
Oregon
$2.04M +$1.84M +59,419 +1,359%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$2.03M +$1.84M +59,293 +1,357%
GIA
79
Gladstone Institutional Advisory
Florida
$1.71M -$4.71K -152 -0.3%
ASN
80
Advisory Services Network
Georgia
$1.68M +$1.63M +52,534 New
OMC
81
Old Mission Capital
Illinois
$1.47M +$1.43M +46,005 New
DWM
82
Denver Wealth Management
Colorado
$1.43M +$531K +17,109 +62%
SPC
83
Sigma Planning Corp
Michigan
$1.41M +$191K +6,160 +16%
Ameriprise
84
Ameriprise
Minnesota
$1.31M +$540K +17,415 +74%
NA
85
NewEdge Advisors
Louisiana
$1.17M +$99.8K +3,218 +10%
SCM
86
Sheridan Capital Management
California
$1.12M +$27.7K +892 +3%
CA
87
CoreCap Advisors
Michigan
$1.03M -$7.13K -230 -0.7%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$1M -$465 -15 -0%
KAS
89
Kestra Advisory Services
Texas
$959K +$388K +12,493 +71%
PFS
90
Prospera Financial Services
Texas
$876K +$52.1K +1,678 +7%
UAG
91
United Advisor Group
Ohio
$873K +$162K +5,213 +24%
SAI
92
Savvy Advisors Inc
New York
$843K +$359K +11,571 +78%
DAS
93
Diversify Advisory Services
Utah
$791K +$235K +7,563 +46%
TCWM
94
Total Clarity Wealth Management
Illinois
$748K +$241K +7,771 +50%
CAM
95
Cresset Asset Management
Illinois
$715K +$39.6K +1,276 +6%
BAMG
96
Brand Asset Management Group
Missouri
$649K
Brown Advisory
97
Brown Advisory
Maryland
$609K
RWA
98
Redmont Wealth Advisors
Illinois
$602K -$401K -12,926 -41%
ACA
99
Atlas Capital Advisors
Wyoming
$600K -$63.1K -2,035 -10%
VFA
100
Valeo Financial Advisors
Indiana
$599K -$48.9K -1,577 -8%

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.