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Columbia EM Core ex-China ETF

18 hedge funds and large institutions have $23.9M invested in Columbia EM Core ex-China ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

86% more capital invested

Capital invested by funds: $12.8M → $23.9M (+$11M)

38% more funds holding

Funds holding: 1318 (+5)

7.53% more ownership

Funds ownership: 40.36%47.89% (+7.5%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.24M +$858K +26,046 +13%
FTUS
2
Flow Traders U.S.
New York
$2.87M +$2.93M +89,118 New
Creative Planning
3
Creative Planning
Kansas
$2.85M +$253K +7,678 +9%
SWA
4
Stratos Wealth Advisors
Ohio
$2M +$2.05M +62,195 New
Jane Street
5
Jane Street
New York
$1.73M +$1.49M +45,147 +520%
FNC
6
First National Corp
Massachusetts
$1.57M +$1.6M +48,745 New
VFA
7
Valeo Financial Advisors
Indiana
$1.19M +$1.21M +36,900 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.17M +$1.19M +36,256 New
Osaic Holdings
9
Osaic Holdings
Arizona
$976K +$561K +17,031 +128%
NA
10
NewEdge Advisors
Louisiana
$796K +$26.8K +815 +3%
KOC
11
Koss-Olinger Consulting
Florida
$485K -$19.3K -586 -4%
LPL Financial
12
LPL Financial
California
$477K +$244K +7,419 +100%
AAS
13
Avantax Advisory Services
Texas
$239K +$39.5K +1,200 +19%
ODG
14
O'Dell Group
Ohio
$131K +$134K +4,083 New
IA
15
IFP Advisors
Florida
$61K +$62.8K +1,908 New
MFA
16
McClarren Financial Advisors
Pennsylvania
$42K
APA
17
American Portfolios Advisors
New York
$39.7K +$40.6K +1,234 New
ME
18
McIlrath & Eck
Washington
$15K
OMC
19
Old Mission Capital
Illinois
-$533K -15,920 Closed
VCWA
20
Vanguard Capital Wealth Advisors
Colorado
-$298K -8,928 Closed
UBS Group
21
UBS Group
Switzerland
-$47K -1,405 Closed

XCEM Hedge Fund Activity: Q3 2021 in Review

18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2021, worth a combined $23.9M — up 86% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XCEM positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.93M. The largest seller was Old Mission Capital, exiting entirely with an estimated $533K sold.

  • 18 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2021, up from 13 in Q2 2021.
  • Funds reported $23.9M of Columbia EM Core ex-China ETF stock for Q3 2021, up 86% quarter-over-quarter.
  • 8 funds opened new Columbia EM Core ex-China ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q3 2021 was Flow Traders U.S., an estimated $2.93M added.
  • The largest Columbia EM Core ex-China ETF seller in Q3 2021 was Old Mission Capital, an estimated $533K sold.

Based on aggregated 13F filings for Q3 2021.