XCEM icon

Columbia EM Core ex-China ETF
XCEM

Overview Fund Activity

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
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
2.08%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$18.4M
3
JWM
3
Janiczek Wealth Management
Colorado
$14.4M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$17.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.3M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$107K
2
KV
2
Kickstand Ventures
New York
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20K
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
101
CreativeOne Wealth
Kansas
$596K -$21.7K -680 -4%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$575K -$257K -8,042 -31%
OFG
103
Oxford Financial Group
Indiana
$548K – – –
TCM
104
Telos Capital Management
California
$545K +$6.86K +215 +1%
MAP
105
Managed Asset Portfolios
Michigan
$539K +$4.44K +139 +0.8%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$504K -$238K -7,469 -32%
CPL
107
CAP Partners LLC
Tennessee
$484K +$484K +15,151 New
GHA
108
GW Henssler & Associates
Georgia
$472K – – –
RFN
109
Redwood Financial Network
Ohio
$434K +$434K +13,600 New
PFA
110
Pure Financial Advisors
California
$420K +$46.6K +1,459 +12%
KOC
111
Koss-Olinger Consulting
Florida
$418K +$418K +13,100 New
GWSG
112
GPS Wealth Strategies Group
Colorado
$400K -$798 -25 -0.2%
AAS
113
Avantax Advisory Services
Texas
$383K -$56.7K -1,776 -13%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$368K +$368K +11,536 New
LG
115
LaFleur & Godfrey
Michigan
$362K +$118K +3,702 +48%
MWM
116
Mission Wealth Management
California
$251K +$5.2K +163 +2%
MA
117
MKT Advisors
California
$246K +$8.65K +263 +4%
RIP
118
RAM Investment Partners
Washington
$243K +$243K +7,600 New
JCIA
119
Jackson Creek Investment Advisors
Colorado
$227K -$7.72K -242 -3%
PSP
120
Pacific Sage Partners
Washington
$200K +$200K +6,275 New
AWM
121
Avior Wealth Management
Nebraska
$163K +$163K +5,120 New
PS
122
Principal Securities
Iowa
$150K – – –
ST
123
Smithfield Trust
Pennsylvania
$147K +$2.41K +75 +2%
Comerica Bank
124
Comerica Bank
Texas
$121K -$15.5K -487 -11%
BWL
125
Bogart Wealth LLC
Virginia
$107K -$25.7M -804,666 -100%
3 4
5
6 7