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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$2.55M -$449K -13,889 -15%
QWM
77
Quadcap Wealth Management
Texas
$2.43M +$268K +8,281 +13%
CT
78
Coastline Trust
Rhode Island
$2.21M +$76.2K +2,355 +4%
GIA
79
Gladstone Institutional Advisory
Florida
$2.11M +$359K +11,104 +21%
ASN
80
Advisory Services Network
Georgia
$1.68M
DWM
81
Denver Wealth Management
Colorado
$1.48M +$13.1K +404 +0.9%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$1.46M +$1.08M +33,296 +289%
Ameriprise
83
Ameriprise
Minnesota
$1.44M +$95.6K +2,955 +7%
PFS
84
Prospera Financial Services
Texas
$1.38M +$477K +14,741 +54%
FWM
85
Fortress Wealth Management
California
$1.32M -$2.91M -90,081 -69%
NA
86
NewEdge Advisors
Louisiana
$1.26M +$64.7K +2,000 +5%
KAS
87
Kestra Advisory Services
Texas
$1.2M +$214K +6,623 +22%
SCM
88
Sheridan Capital Management
California
$1.2M +$54.8K +1,695 +5%
CA
89
CoreCap Advisors
Michigan
$1.1M +$47.7K +1,476 +5%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$1.1M +$72.7K +2,247 +7%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.08M -$5.11M -158,032 -83%
UAG
92
United Advisor Group
Ohio
$984K +$89.9K +2,780 +10%
DAS
93
Diversify Advisory Services
Utah
$878K +$97.5K +3,015 +13%
TCWM
94
Total Clarity Wealth Management
Illinois
$810K +$44.3K +1,370 +6%
CW
95
CreativeOne Wealth
Kansas
$765K +$153K +4,730 +25%
CAM
96
Cresset Asset Management
Illinois
$730K -$1K -31 -0.1%
CPL
97
CAP Partners LLC
Tennessee
$724K +$227K +7,017 +46%
SPC
98
Sigma Planning Corp
Michigan
$721K -$718K -22,187 -50%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$716K +$198K +6,127 +39%
CA
100
CWC Advisors
Oregon
$699K +$692K +21,392 New

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.