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Columbia EM Core ex-China ETF

23 hedge funds and large institutions have $29.5M invested in Columbia EM Core ex-China ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

28% more funds holding

Funds holding: 1823 (+5)

24% more capital invested

Capital invested by funds: $23.9M → $29.5M (+$5.63M)

5.19% more ownership

Funds ownership: 47.89%53.08% (+5.2%)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12M +$4.93M +153,408 +68%
FTUS
2
Flow Traders U.S.
New York
$3.96M +$1.15M +35,658 +40%
Creative Planning
3
Creative Planning
Kansas
$2.94M +$119K +3,704 +4%
FNC
4
First National Corp
Massachusetts
$1.66M +$109K +3,382 +7%
SSWM
5
Sheets Smith Wealth Management
North Carolina
$1.26M +$1.27M +39,614 New
VFA
6
Valeo Financial Advisors
Indiana
$1.18M +$6.01K +187 +0.5%
LPL Financial
7
LPL Financial
California
$1.09M +$631K +19,641 +132%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.01M +$41.3K +1,284 +4%
Jane Street
9
Jane Street
New York
$1M -$716K -22,275 -41%
NA
10
NewEdge Advisors
Louisiana
$910K +$125K +3,899 +16%
AAS
11
Avantax Advisory Services
Texas
$578K +$344K +10,712 +143%
KOC
12
Koss-Olinger Consulting
Florida
$474K -$4.76K -148 -1%
OMC
13
Old Mission Capital
Illinois
$347K +$351K +10,914 New
MM
14
Main Management
California
$263K +$266K +8,279 New
PFA
15
Pure Financial Advisors
California
$252K +$255K +7,943 New
CA
16
CoreCap Advisors
Michigan
$242K +$245K +7,608 New
ODG
17
O'Dell Group
Ohio
$132K +$2.54K +79 +2%
IA
18
IFP Advisors
Florida
$61K +$64 +2 +0.1%
APA
19
American Portfolios Advisors
New York
$58.8K +$19.9K +618 +50%
MFA
20
McClarren Financial Advisors
Pennsylvania
$43K
ME
21
McIlrath & Eck
Washington
$19K +$4.98K +155 +34%
AWA
22
Aquire Wealth Advisors
Utah
$10K +$10K +312 New
SWA
23
Stratos Wealth Advisors
Ohio
-$2M -62,195 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$1.17M -36,256 Closed
Wells Fargo
25
Wells Fargo
California
+$32 +1 New

XCEM Hedge Fund Activity: Q4 2021 in Review

23 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q4 2021, worth a combined $29.5M — up 24% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XCEM positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $4.93M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $2M sold.

  • 23 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q4 2021, up from 18 in Q3 2021.
  • Funds reported $29.5M of Columbia EM Core ex-China ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 7 funds opened new Columbia EM Core ex-China ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q4 2021 was Commonwealth Equity Services, an estimated $4.93M added.
  • The largest Columbia EM Core ex-China ETF seller in Q4 2021 was Stratos Wealth Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2021.