We are live on ! Find out more
XCEM icon

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
BAMG
101
Brand Asset Management Group
Missouri
$664K
RWA
102
Redmont Wealth Advisors
Illinois
$616K
TCM
103
Telos Capital Management
California
$597K +$39.6K +1,225 +7%
MAP
104
Managed Asset Portfolios
Michigan
$573K +$20.9K +647 +4%
Brown Advisory
105
Brown Advisory
Maryland
$572K -$50.4K -1,557 -8%
RFN
106
Redwood Financial Network
Ohio
$567K +$121K +3,743 +28%
OFG
107
Oxford Financial Group
Indiana
$561K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$550K -$35.8K -1,107 -6%
QCM
109
Quantinno Capital Management
New York
$544K +$539K +16,654 New
VFA
110
Valeo Financial Advisors
Indiana
$527K -$84.9K -2,624 -14%
KOC
111
Koss-Olinger Consulting
Florida
$521K +$92.5K +2,859 +22%
GHA
112
GW Henssler & Associates
Georgia
$484K
ACA
113
Atlas Capital Advisors
Wyoming
$479K -$133K -4,109 -22%
GWSG
114
GPS Wealth Strategies Group
Colorado
$460K +$49.8K +1,538 +12%
PFA
115
Pure Financial Advisors
California
$445K +$15.5K +478 +4%
BRWA
116
B. Riley Wealth Advisors
Florida
$424K +$425K +13,131 New
LG
117
LaFleur & Godfrey
Michigan
$386K +$15.2K +471 +4%
AAS
118
Avantax Advisory Services
Texas
$348K -$43.8K -1,355 -11%
MA
119
MKT Advisors
California
$337K +$92.4K +2,857 +38%
LFA
120
Legacy Financial Advisors
Kentucky
$324K +$320K +9,906 New
AF
121
Alerus Financial
North Dakota
$308K -$5.91M -182,614 -95%
RIP
122
RAM Investment Partners
Washington
$248K
MWM
123
Mission Wealth Management
California
$243K -$14.5K -449 -6%
CWM
124
Centurion Wealth Management
Virginia
$234K +$232K +7,168 New
JCIA
125
Jackson Creek Investment Advisors
Colorado
$232K

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.