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Columbia EM Core ex-China ETF
XCEM

91 hedge funds and large institutions have $347M invested in Columbia EM Core ex-China ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

128% more capital invested

Capital invested by funds: $152M → $347M (+$195M)

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

38% more funds holding

Funds holding: 66 → 91 (+25)

12.09% more ownership

Funds ownership: 65.27% → 77.37% (+12%)

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
31
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$48M
2
Bank of America
Bank of America
North Carolina
+$21.9M
3
BWL
Bogart Wealth LLC
Virginia
+$19.6M
4
PA
Prism Advisors
California
+$19.6M
5
AA
ALPS Advisors
Colorado
+$16.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.45M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.38M
3
KF
Krilogy Financial
Missouri
-$361K
4
CW
CreativeOne Wealth
Kansas
-$83.3K
5
VFA
Valeo Financial Advisors
Indiana
-$76.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.4M +$48M +1,684,700 +269%
Bank of America
2
Bank of America
North Carolina
$24.9M +$21.9M +768,132 +551%
BWL
3
Bogart Wealth LLC
Virginia
$18.8M +$19.6M +687,335 New
PA
4
Prism Advisors
California
$18.8M +$19.6M +686,522 New
AA
5
ALPS Advisors
Colorado
$15.6M +$16.2M +569,815 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M +$1.2M +42,206 +9%
EB
7
Eastern Bank
Massachusetts
$11.9M +$12.4M +435,679 New
MAM
8
Marotta Asset Management
Virginia
$11M +$11.4M +401,694 New
UBS Group
9
UBS Group
Switzerland
$10.3M +$7.64M +268,271 +252%
RPSA
10
Richard P. Slaughter Associates
Texas
$9.63M +$4.54M +159,247 +83%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.8M +$4.13M +144,980 +82%
CTC
12
Central Trust Company
Missouri
$7.9M +$1.63M +57,335 +25%
Jane Street
13
Jane Street
New York
$7.69M +$513K +18,000 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.69M -$60.8K -2,136 -0.8%
PA
15
Planning Alternatives
Michigan
$7.19M -$18.5K -650 -0.2%
LPL Financial
16
LPL Financial
California
$7.16M +$2.32M +81,582 +45%
SL
17
Systelligence LLC
Minnesota
$5.46M +$673K +23,629 +13%
EWA
18
Exencial Wealth Advisors
Oklahoma
$5.35M +$799K +28,058 +17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.91M +$5.1M +179,215 New
AC
20
AlphaCore Capital
California
$4.79M +$336K +11,788 +7%
PFA
21
Petra Financial Advisors
Colorado
$4.39M +$120K +4,201 +3%
ACA
22
Aptus Capital Advisors
Alabama
$3.89M +$4.04M +141,815 New
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.89M +$4.04M +141,815 New
Creative Planning
24
Creative Planning
Kansas
$3.7M +$65.2K +2,290 +2%
BCG
25
Breakwater Capital Group
New Jersey
$3.54M +$1.09M +38,381 +41%
1
2 3 4

XCEM Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2023, worth a combined $347M — up 128% from $152M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XCEM positions and 3 closed out — a net gain of 25 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $2.45M sold.

  • 91 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2023, up from 66 in Q2 2023.
  • Funds reported $347M of Columbia EM Core ex-China ETF stock for Q3 2023, up 128% quarter-over-quarter.
  • 28 funds opened new Columbia EM Core ex-China ETF positions in Q3 2023 and 3 closed out, a net change of +25 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q3 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Columbia EM Core ex-China ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $2.45M sold.

Based on aggregated 13F filings for Q3 2023.