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Columbia EM Core ex-China ETF
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Overview Fund Activity

59 hedge funds and large institutions have $86.8M invested in Columbia EM Core ex-China ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
20
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.3M
2
AC
AlphaCore Capital
California
$4.01M
3
PA
Planning Alternatives
Michigan
$6.9M
4
MAC
Mason & Associates (California)
California
$1.82M
5
DADC
D.A. Davidson & Co
Montana
$2.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.76M
2
CAN
Cetera Advisor Networks
California
$0
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
KF
Krilogy Financial
Missouri
$1.82M
5
TCWM
Total Clarity Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$7.85M +$666K +24,635 +9%
PA
2
Planning Alternatives
Michigan
$6.9M +$1.96M +72,604 +40%
Morgan Stanley
3
Morgan Stanley
New York
$6.3M +$6.3M +232,744 +77,581%
RPSA
4
Richard P. Slaughter Associates
Texas
$5.2M +$713K +26,360 +16%
EWA
5
Exencial Wealth Advisors
Oklahoma
$4.58M -$328K -12,122 -7%
CTC
6
Central Trust Company
Missouri
$4.37M +$1.29M +47,551 +42%
PFA
7
Petra Financial Advisors
Colorado
$4.08M -$3.65K -135 -0.1%
AC
8
AlphaCore Capital
California
$4.01M +$4.01M +148,192 New
Bank of America
9
Bank of America
North Carolina
$3.76M -$15.4M -567,629 -80%
Creative Planning
10
Creative Planning
Kansas
$3.73M -$258K -9,529 -6%
SCM
11
Sebold Capital Management
Illinois
$3.29M +$38K +1,405 +1%
MCWS
12
McKinley Carter Wealth Services
West Virginia
$2.81M +$83.6K +3,091 +3%
LPL Financial
13
LPL Financial
California
$2.73M +$961K +35,524 +54%
BCG
14
Breakwater Capital Group
New Jersey
$2.24M -$97.5K -3,604 -4%
DADC
15
D.A. Davidson & Co
Montana
$2.21M +$1.66M +61,458 +303%
SL
16
Systelligence LLC
Minnesota
$1.93M – – –
FNC
17
First National Corp
Massachusetts
$1.91M +$128K +4,736 +7%
KF
18
Krilogy Financial
Missouri
$1.82M -$603K -22,303 -25%
MAC
19
Mason & Associates (California)
California
$1.82M +$1.82M +67,118 New
FFN
20
Focus Financial Network
Minnesota
$1.79M +$680K +25,150 +61%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.56M +$380K +14,035 +32%
RPG
22
Resource Planning Group
Georgia
$1.09M -$334K -12,344 -23%
NA
23
NewEdge Advisors
Louisiana
$880K – – –
LIM
24
Leavell Investment Management
Alabama
$877K -$65.9K -2,437 -7%
VFA
25
Valeo Financial Advisors
Indiana
$808K -$52.1K -1,926 -6%
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