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Columbia EM Core ex-China ETF

33 hedge funds and large institutions have $44.8M invested in Columbia EM Core ex-China ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 2933 (+4)

2.85% more ownership

Funds ownership: 45.05%47.9% (+2.8%)

5% more capital invested

Capital invested by funds: $42.7M → $44.8M (+$2.12M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
12
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
$11.4M +$1.55M +55,401 +14%
EWA
2
Exencial Wealth Advisors
Oklahoma
$4.9M +$5.42M +193,765 New
Creative Planning
3
Creative Planning
Kansas
$4.3M +$23.8K +849 +0.5%
Bank of America
4
Bank of America
North Carolina
$2.72M +$3M +107,393 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.9M -$2.54M -90,761 -55%
LIM
6
Leavell Investment Management
Alabama
$1.75M -$281K -10,057 -13%
SL
7
Systelligence LLC
Minnesota
$1.72M -$23.1K -827 -1%
FNC
8
First National Corp
Massachusetts
$1.6M +$164K +5,858 +10%
RPG
9
Resource Planning Group
Georgia
$1.44M +$1.59M +56,806 New
LPL Financial
10
LPL Financial
California
$1.28M -$105K -3,744 -7%
Ameriprise
11
Ameriprise
Minnesota
$1.21M +$1.34M +47,917 New
FTUS
12
Flow Traders U.S.
New York
$1.07M -$1.02M -36,614 -46%
NA
13
NewEdge Advisors
Louisiana
$1.02M -$18.2K -650 -2%
FFN
14
Focus Financial Network
Minnesota
$922K +$105K +3,736 +11%
Osaic Holdings
15
Osaic Holdings
Arizona
$888K -$46.6K -1,666 -5%
ODG
16
O'Dell Group
Ohio
$864K +$839K +29,993 +721%
Citadel Advisors
17
Citadel Advisors
Florida
$862K +$954K +34,089 New
VFA
18
Valeo Financial Advisors
Indiana
$730K -$44.7K -1,598 -5%
CAN
19
Cetera Advisor Networks
California
$597K +$315K +11,245 +91%
Jane Street
20
Jane Street
New York
$577K -$69.2K -2,474 -10%
AAS
21
Avantax Advisory Services
Texas
$569K -$11.6K -416 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$514K +$7.89K +282 +1%
CA
23
CoreCap Advisors
Michigan
$514K +$302K +10,806 +114%
CW
24
CreativeOne Wealth
Kansas
$404K -$10.9K -391 -2%
KOC
25
Koss-Olinger Consulting
Florida
$383K -$9.29K -332 -2%

XCEM Hedge Fund Activity: Q2 2022 in Review

33 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q2 2022, worth a combined $44.8M — up 5% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XCEM positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Exencial Wealth Advisors, opening a new position worth an estimated $5.42M. The largest seller was Royal Bank of Canada, cutting an estimated $2.54M.

  • 33 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q2 2022, up from 29 in Q1 2022.
  • Funds reported $44.8M of Columbia EM Core ex-China ETF stock for Q2 2022, up 5% quarter-over-quarter.
  • 7 funds opened new Columbia EM Core ex-China ETF positions in Q2 2022 and 3 closed out, a net change of +4 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q2 2022 was Exencial Wealth Advisors, an estimated $5.42M added.
  • The largest Columbia EM Core ex-China ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2022.