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Columbia EM Core ex-China ETF
XCEM

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: 5 → 7 (+2)

18% more capital invested

Capital invested by funds: $750M → $884M (+$134M)

5% more funds holding

Funds holding: 136 → 143 (+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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$23.8M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$17.9M
3
JWM
Janiczek Wealth Management
Colorado
+$14M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$12.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$11.4M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
-$25M
2
KV
Kickstand Ventures
New York
-$5.96M
3
FAIM
Financial Advocates Investment Management
Washington
-$4.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.62M
5
EWA
Exencial Wealth Advisors
Oklahoma
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
126
Sachetta
Massachusetts
$70.8K -$15.3K -493 -18%
MM
127
Main Management
California
$67K – – –
MFA
128
McClarren Financial Advisors
Pennsylvania
$43K -$41.8K -1,346 -98%
AF
129
Allworth Financial
California
$39.5K – – –
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$39.1K +$38K +1,224 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$37.3K +$15.8K +510 +78%
CP
132
Castleview Partners
Texas
$30.2K +$29.3K +946 New
HI
133
Harbour Investments
Wisconsin
$29.1K -$7.41K -239 -21%
AWM
134
Abound Wealth Management
Tennessee
$29K – – –
T
135
Tidemark
California
$27.3K -$12.6K -406 -32%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$20K -$2.62M -84,303 -99%
ME
137
McIlrath & Eck
Washington
$19.4K – – –
HCA
138
Heck Capital Advisors
Wisconsin
$18K – – –
PTC
139
Private Trust Company
Ohio
$13.2K – – –
WWM
140
Wolff Wiese Magana
California
$4.12K – – –
IA
141
IFP Advisors
Florida
$3.21K – – –
VWM
142
Venturi Wealth Management
Texas
$2.65K – – –
DFA
143
DHJJ Financial Advisors
Illinois
$894 +$93 +3 +12%
KV
144
Kickstand Ventures
New York
– -$5.96M -191,734 Closed
FAIM
145
Financial Advocates Investment Management
Washington
– -$4.26M -137,134 Closed
WWA
146
WCG Wealth Advisors
Nevada
– -$1.6M -51,545 Closed
QCM
147
Quantinno Capital Management
New York
– -$538K -17,298 Closed
FTUS
148
Flow Traders U.S.
New York
– -$471K -15,149 Closed
SWM
149
SFG Wealth Management
Maryland
– -$239K -7,677 Closed
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
– -$31.8K -1,021 Closed
3 4 5
6
7

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.