Columbia EM Core ex-China ETF
XCEM
9 hedge funds and large institutions have $12M invested in Columbia EM Core ex-China ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
42% more capital invested
Capital invested by funds: $8.45M → $12M (+$3.55M)
29% more funds holding
Funds holding: 7 → 9 (+2)
3.14% more ownership
Funds ownership: 41.26% → 44.4% (+3.1%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$462K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$141K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$419K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$380K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$203K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $6.18M | +$141K | +5,220 | +3% |
|
|
2
Creative Planning
Overland Park,
Kansas
| $3.31M | +$1.31M | +48,240 | +78% |
|
|
NA
3
NewEdge Advisors
New Orleans,
Louisiana
| $717K | -$380K | -14,039 | -37% |
|
|
4
Jane Street
New York
| $595K | -$419K | -15,481 | -44% |
|
|
5
Citadel Advisors
Miami,
Florida
| $512K | +$462K | +17,058 | New |
|
|
VCWA
6
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $458K | +$411K | +15,188 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $183K | -$2.19K | -81 | -1% |
|
|
MFA
8
McClarren Financial Advisors
State College,
Pennsylvania
| $39K | +$36K | +1,328 | New |
|
|
AAS
9
Avantax Advisory Services
Dallas,
Texas
| – | -$203K | -8,395 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$4K | -165 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | +$27 | +1 | New |
|
XCEM Hedge Fund Activity: Q4 2020 in Review
9 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q4 2020, worth a combined $12M — up 42% from $8.45M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XCEM positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Creative Planning, adding an estimated $1.31M. The largest seller was Jane Street, cutting an estimated $419K.
- 9 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q4 2020, up from 7 in Q3 2020.
- Funds reported $12M of Columbia EM Core ex-China ETF stock for Q4 2020, up 42% quarter-over-quarter.
- 4 funds opened new Columbia EM Core ex-China ETF positions in Q4 2020 and 2 closed out, a net change of +2 holders.
- The largest Columbia EM Core ex-China ETF buyer in Q4 2020 was Creative Planning, an estimated $1.31M added.
- The largest Columbia EM Core ex-China ETF seller in Q4 2020 was Jane Street, an estimated $419K sold.
Based on aggregated 13F filings for Q4 2020.