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Columbia EM Core ex-China ETF

36 hedge funds and large institutions have $42.7M invested in Columbia EM Core ex-China ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

9% more funds holding

Funds holding: 3336 (+3)

0.61% less ownership

Funds ownership: 47.9%47.29% (-0.61%)

5% less capital invested

Capital invested by funds: $44.8M → $42.7M (-$2.14M)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.9M +$336K +13,049 +3%
EWA
2
Exencial Wealth Advisors
Oklahoma
$4.59M +$55.8K +2,166 +1%
Creative Planning
3
Creative Planning
Kansas
$3.85M -$147K -5,695 -3%
Bank of America
4
Bank of America
North Carolina
$3.05M +$580K +22,534 +21%
FNC
5
First National Corp
Massachusetts
$1.77M +$314K +12,198 +19%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.74M +$1.91M +74,012 New
SL
7
Systelligence LLC
Minnesota
$1.67M +$82K +3,185 +5%
LPL Financial
8
LPL Financial
California
$1.43M +$263K +10,215 +20%
RPG
9
Resource Planning Group
Georgia
$1.38M +$55K +2,137 +4%
LIM
10
Leavell Investment Management
Alabama
$1.34M -$313K -12,150 -18%
Ameriprise
11
Ameriprise
Minnesota
$1.16M +$39.8K +1,546 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1M +$578K +22,460 +111%
OMC
13
Old Mission Capital
Illinois
$959K +$1.05M +40,914 New
FFN
14
Focus Financial Network
Minnesota
$913K +$64.3K +2,496 +7%
NA
15
NewEdge Advisors
Louisiana
$851K -$108K -4,197 -10%
ODG
16
O'Dell Group
Ohio
$729K -$78.9K -3,063 -9%
VFA
17
Valeo Financial Advisors
Indiana
$677K
Osaic Holdings
18
Osaic Holdings
Arizona
$667K -$171K -6,627 -19%
CAN
19
Cetera Advisor Networks
California
$660K +$117K +4,545 +19%
CA
20
CoreCap Advisors
Michigan
$510K +$36.7K +1,424 +7%
Citadel Advisors
21
Citadel Advisors
Florida
$485K -$345K -13,386 -39%
DADC
22
D.A. Davidson & Co
Montana
$420K +$461K +17,918 New
CW
23
CreativeOne Wealth
Kansas
$368K -$6.82K -265 -2%
KOC
24
Koss-Olinger Consulting
Florida
$345K -$11.2K -435 -3%
AAS
25
Avantax Advisory Services
Texas
$321K -$227K -8,820 -39%

XCEM Hedge Fund Activity: Q3 2022 in Review

36 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2022, worth a combined $42.7M — down 4.8% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XCEM positions and 5 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.91M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $1.9M sold.

  • 36 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2022, up from 33 in Q2 2022.
  • Funds reported $42.7M of Columbia EM Core ex-China ETF stock for Q3 2022, down 4.8% quarter-over-quarter.
  • 8 funds opened new Columbia EM Core ex-China ETF positions in Q3 2022 and 5 closed out, a net change of +3 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q3 2022 was HighTower Advisors, an estimated $1.91M added.
  • The largest Columbia EM Core ex-China ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2022.