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Columbia EM Core ex-China ETF

53 hedge funds and large institutions have $90M invested in Columbia EM Core ex-China ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

111% more capital invested

Capital invested by funds: $42.7M → $90M (+$47.3M)

47% more funds holding

Funds holding: 3653 (+17)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

17.34% more ownership

Funds ownership: 47.29%64.63% (+17%)

Holders
53
Holders Change
+17
Holders Change %
+47.22%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
15
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.1M +$14.7M +576,861 +444%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.5M +$645K +25,334 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.79M +$4.88M +191,733 +259%
PA
4
Planning Alternatives
Michigan
$4.66M +$4.65M +182,515 New
EWA
5
Exencial Wealth Advisors
Oklahoma
$4.63M -$370K -14,538 -7%
RPSA
6
Richard P. Slaughter Associates
Texas
$4.24M +$4.23M +166,021 New
PFA
7
Petra Financial Advisors
Colorado
$3.86M +$3.85M +151,126 New
Creative Planning
8
Creative Planning
Kansas
$3.76M -$435K -17,108 -10%
SCM
9
Sebold Capital Management
Illinois
$3.08M +$3.06M +120,388 New
CTC
10
Central Trust Company
Missouri
$2.91M +$2.9M +113,854 New
MCWS
11
McKinley Carter Wealth Services
West Virginia
$2.57M +$2.56M +100,644 New
KF
12
Krilogy Financial
Missouri
$2.29M +$2.28M +89,701 New
BCG
13
Breakwater Capital Group
New Jersey
$2.21M +$2.2M +86,537 New
SL
14
Systelligence LLC
Minnesota
$1.82M
FNC
15
First National Corp
Massachusetts
$1.69M -$237K -9,315 -12%
LPL Financial
16
LPL Financial
California
$1.67M +$113K +4,448 +7%
RPG
17
Resource Planning Group
Georgia
$1.35M -$158K -6,226 -11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.11M +$22.1K +869 +2%
FFN
19
Focus Financial Network
Minnesota
$1.05M +$54K +2,122 +5%
LIM
20
Leavell Investment Management
Alabama
$891K -$566K -22,252 -39%
VFA
21
Valeo Financial Advisors
Indiana
$812K +$74.5K +2,925 +10%
CAN
22
Cetera Advisor Networks
California
$808K +$88.6K +3,479 +12%
ODG
23
O'Dell Group
Ohio
$719K -$74.7K -2,936 -9%
FAIM
24
Financial Advocates Investment Management
Washington
$625K +$623K +24,462 New
Osaic Holdings
25
Osaic Holdings
Arizona
$568K -$159K -6,228 -22%

XCEM Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q4 2022, worth a combined $90M — up 111% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XCEM positions and 4 closed out — a net gain of 18 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $14.7M. The largest seller was Ameriprise, exiting entirely with an estimated $1.16M sold.

  • 53 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $90M of Columbia EM Core ex-China ETF stock for Q4 2022, up 111% quarter-over-quarter.
  • 22 funds opened new Columbia EM Core ex-China ETF positions in Q4 2022 and 4 closed out, a net change of +18 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q4 2022 was Bank of America, an estimated $14.7M added.
  • The largest Columbia EM Core ex-China ETF seller in Q4 2022 was Ameriprise, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2022.