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Columbia EM Core ex-China ETF
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Overview Fund Activity

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.

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.45%
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
1
Morgan Stanley
New York
$63.4M
2
Bank of America
2
Bank of America
North Carolina
$24.9M
3
BWL
3
Bogart Wealth LLC
Virginia
$18.8M
4
PA
4
Prism Advisors
California
$18.8M
5
AA
5
ALPS Advisors
Colorado
$15.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$227K
3
KF
3
Krilogy Financial
Missouri
$2.23M
4
CW
4
CreativeOne Wealth
Kansas
$344K
5
VFA
5
Valeo Financial Advisors
Indiana
$745K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.4M 2,311,249 +1,684,700 +269%
Bank of America
2
Bank of America
North Carolina
$24.9M 907,599 +768,132 +551%
BWL
3
Bogart Wealth LLC
Virginia
$18.8M 687,335 +687,335 New
PA
4
Prism Advisors
California
$18.8M 686,522 +686,522 New
AA
5
ALPS Advisors
Colorado
$15.6M 569,815 +569,815 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M 503,445 +42,206 +9%
EB
7
Eastern Bank
Massachusetts
$11.9M 435,679 +435,679 New
MAM
8
Marotta Asset Management
Virginia
$11M 401,694 +401,694 New
UBS Group
9
UBS Group
Switzerland
$10.3M 374,864 +268,271 +252%
RPSA
10
Richard P. Slaughter Associates
Texas
$9.63M 351,252 +159,247 +83%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.8M 320,943 +144,980 +82%
CTC
12
Central Trust Company
Missouri
$7.9M 288,026 +57,335 +25%
Jane Street
13
Jane Street
New York
$7.69M 280,454 +18,000 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.69M 280,768 -2,136 -0.8%
PA
15
Planning Alternatives
Michigan
$7.19M 262,151 -650 -0.2%
LPL Financial
16
LPL Financial
California
$7.16M 261,136 +81,582 +45%
SL
17
Systelligence LLC
Minnesota
$5.46M 199,077 +23,629 +13%
EWA
18
Exencial Wealth Advisors
Oklahoma
$5.35M 195,020 +28,058 +17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.91M 179,215 +179,215 New
AC
20
AlphaCore Capital
California
$4.79M 174,690 +11,788 +7%
PFA
21
Petra Financial Advisors
Colorado
$4.39M 160,101 +4,201 +3%
ACA
22
Aptus Capital Advisors
Alabama
$3.89M 141,815 +141,815 New
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.89M 141,815 +141,815 New
Creative Planning
24
Creative Planning
Kansas
$3.7M 135,120 +2,290 +2%
BCG
25
Breakwater Capital Group
New Jersey
$3.54M 132,279 +38,381 +41%
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