Columbia EM Core ex-China ETF
XCEM
7 hedge funds and large institutions have $8.45M invested in Columbia EM Core ex-China ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
36% more capital invested
Capital invested by funds: $6.21M → $8.45M (+$2.23M)
6.95% more ownership
Funds ownership: 34.31% → 41.26% (+7%)
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.31M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$599K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$338K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$204K |
| 5 |
Jane Street
New York
|
+$93.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$255K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$28.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.84M | +$1.31M | +53,882 | +37% |
|
|
2
Creative Planning
Overland Park,
Kansas
| $1.49M | +$338K | +13,909 | +29% |
|
|
NA
3
NewEdge Advisors
New Orleans,
Louisiana
| $913K | +$599K | +24,622 | +185% |
|
|
4
Jane Street
New York
| $851K | +$93.3K | +3,835 | +12% |
|
|
AAS
5
Avantax Advisory Services
Dallas,
Texas
| $203K | +$204K | +8,395 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $148K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $4K | -$28.7K | -1,180 | -88% |
|
|
8
LPL Financial
San Diego,
California
| – | -$255K | -11,270 | Closed |
|
XCEM Hedge Fund Activity: Q3 2020 in Review
7 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2020, worth a combined $8.45M — up 36% from $6.21M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of XCEM and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.31M. The largest seller was LPL Financial, exiting entirely with an estimated $255K sold.
- 7 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2020, down from 9 in Q2 2020.
- Funds reported $8.45M of Columbia EM Core ex-China ETF stock for Q3 2020, up 36% quarter-over-quarter.
- 1 fund opened new Columbia EM Core ex-China ETF positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest Columbia EM Core ex-China ETF buyer in Q3 2020 was Commonwealth Equity Services, an estimated $1.31M added.
- The largest Columbia EM Core ex-China ETF seller in Q3 2020 was LPL Financial, an estimated $255K sold.
Based on aggregated 13F filings for Q3 2020.