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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
MAP
101
Managed Asset Portfolios
Michigan
$521K +$179K +5,949 +55%
DAS
102
Diversify Advisory Services
Utah
$512K +$497K +16,504 New
TCWM
103
Total Clarity Wealth Management
Illinois
$487K -$7.89K -262 -2%
FTUS
104
Flow Traders U.S.
New York
$471K -$764K -25,356 -63%
SAI
105
Savvy Advisors Inc
New York
$461K +$447K +14,827 New
GHA
106
GW Henssler & Associates
Georgia
$460K +$52.4K +1,739 +13%
AAS
107
Avantax Advisory Services
Texas
$429K +$7.8K +259 +2%
GWSG
108
GPS Wealth Strategies Group
Colorado
$391K -$2.11K -70 -0.6%
PFA
109
Pure Financial Advisors
California
$363K -$1.27K -42 -0.4%
MWM
110
Mission Wealth Management
California
$240K +$232K +7,716 New
SWM
111
SFG Wealth Management
Maryland
$239K -$452 -15 -0.2%
LG
112
LaFleur & Godfrey
Michigan
$238K +$231K +7,654 New
JCIA
113
Jackson Creek Investment Advisors
Colorado
$229K +$222K +7,357 New
MA
114
MKT Advisors
California
$225K +$218K +7,234 New
PS
115
Principal Securities
Iowa
$146K +$52.5K +1,742 +59%
ST
116
Smithfield Trust
Pennsylvania
$141K +$69.3K +2,300 +105%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$136K +$3.01K +100 +2%
NCM
118
Northwest Capital Management
Oregon
$136K +$3.01K +100 +2%
Comerica Bank
119
Comerica Bank
Texas
$133K -$301 -10 -0.2%
S
120
Sachetta
Massachusetts
$82.1K
MM
121
Main Management
California
$65K
MFA
122
McClarren Financial Advisors
Pennsylvania
$43K +$30 +1 +0.1%
T
123
Tidemark
California
$39.2K -$371K -12,317 -91%
AF
124
Allworth Financial
California
$38.3K
HI
125
Harbour Investments
Wisconsin
$35.8K

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.