Columbia EM Core ex-China ETF
XCEM
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.
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: 143 → 148 (+5)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
2.5% less ownership
Funds ownership: 79.39% → 76.9% (-2.5%)
Top Buyers
| 1 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$21.2M |
| 2 |
Jane Street
New York
|
+$19.4M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$13.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$13M |
| 5 |
MPW
MA Private Wealth
San Carlos,
California
|
+$8.34M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$12.4M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$9.39M |
| 3 |
Morgan Stanley
New York
|
-$7.28M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$6.23M |
| 5 |
AF
Alerus Financial
Grand Forks,
North Dakota
|
-$5.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
151
Simplicity Wealth
Summit,
New Jersey
| – | -$3.79M | -118,786 | Closed |
|
|
PWAC
152
Private Wealth Advisors (California)
Fresno,
California
| – | -$2.44M | -76,344 | Closed |
|
153
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$39.1K | -1,224 | Closed |
|
|
CP
154
Castleview Partners
Dallas,
Texas
| – | -$30.2K | -946 | Closed |
|
|
VWM
155
Venturi Wealth Management
Austin,
Texas
| – | -$2.65K | -83 | 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.