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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
CW
101
CreativeOne Wealth
Kansas
$596K -$21.1K -680 -4%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$575K -$249K -8,042 -31%
OFG
103
Oxford Financial Group
Indiana
$548K
TCM
104
Telos Capital Management
California
$545K +$6.67K +215 +1%
MAP
105
Managed Asset Portfolios
Michigan
$539K +$4.31K +139 +0.8%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$504K -$232K -7,469 -32%
CPL
107
CAP Partners LLC
Tennessee
$484K +$470K +15,151 New
GHA
108
GW Henssler & Associates
Georgia
$472K
RFN
109
Redwood Financial Network
Ohio
$434K +$422K +13,600 New
PFA
110
Pure Financial Advisors
California
$420K +$45.3K +1,459 +12%
KOC
111
Koss-Olinger Consulting
Florida
$418K +$406K +13,100 New
GWSG
112
GPS Wealth Strategies Group
Colorado
$400K -$776 -25 -0.2%
AAS
113
Avantax Advisory Services
Texas
$383K -$55.1K -1,776 -13%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$368K +$358K +11,536 New
LG
115
LaFleur & Godfrey
Michigan
$362K +$115K +3,702 +48%
MWM
116
Mission Wealth Management
California
$251K +$5.06K +163 +2%
MA
117
MKT Advisors
California
$246K +$8.16K +263 +4%
RIP
118
RAM Investment Partners
Washington
$243K +$236K +7,600 New
JCIA
119
Jackson Creek Investment Advisors
Colorado
$227K -$7.51K -242 -3%
PSP
120
Pacific Sage Partners
Washington
$200K +$195K +6,275 New
AWM
121
Avior Wealth Management
Nebraska
$163K +$159K +5,120 New
PS
122
Principal Securities
Iowa
$150K
ST
123
Smithfield Trust
Pennsylvania
$147K +$2.33K +75 +2%
Comerica Bank
124
Comerica Bank
Texas
$121K -$15.1K -487 -11%
BWL
125
Bogart Wealth LLC
Virginia
$107K -$25M -804,666 -100%

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.