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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
PSP
126
Pacific Sage Partners
Washington
$205K
EFG
127
Ethos Financial Group
Pennsylvania
$204K +$202K +6,241 New
AWM
128
Avior Wealth Management
Nebraska
$167K
PS
129
Principal Securities
Iowa
$159K +$5.47K +169 +4%
ST
130
Smithfield Trust
Pennsylvania
$150K
Fidelity Investments
131
Fidelity Investments
Massachusetts
$143K +$104K +3,216 +275%
Comerica Bank
132
Comerica Bank
Texas
$136K +$11.9K +369 +10%
BWL
133
Bogart Wealth LLC
Virginia
$73.2K -$36.2K -1,118 -33%
S
134
Sachetta
Massachusetts
$71K -$1.58K -49 -2%
WIM
135
Westside Investment Management
California
$69.3K +$68.6K +2,121 New
MM
136
Main Management
California
$68K
AF
137
Allworth Financial
California
$40.2K
AWM
138
Abound Wealth Management
Tennessee
$29.7K
T
139
Tidemark
California
$27.9K
HI
140
Harbour Investments
Wisconsin
$24.6K -$5.14K -159 -17%
ME
141
McIlrath & Eck
Washington
$19.8K
HCA
142
Heck Capital Advisors
Wisconsin
$18.4K
IA
143
IFP Advisors
Florida
$14.2K +$10.8K +333 +333%
PTC
144
Private Trust Company
Ohio
$13.6K
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$9K -$11.1K -344 -56%
WWM
146
Wolff Wiese Magana
California
$4.21K
DFA
147
DHJJ Financial Advisors
Illinois
$1.11K +$194 +6 +21%
MFA
148
McClarren Financial Advisors
Pennsylvania
$44 +$43.5K +1,345 +4,339%
SL
149
Systelligence LLC
Minnesota
-$6.23M -195,046 Closed
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
-$4.96M -155,382 Closed

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.