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Columbia EM Core ex-China ETF
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Overview Fund Activity

124 hedge funds and large institutions have $624M invested in Columbia EM Core ex-China ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+33
Holders Change %
+36.26%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
52
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$184M
2
Bank of America
Bank of America
North Carolina
$52.9M
3
PCIG
Partners Capital Investment Group
Massachusetts
$15.6M
4
MPW
MA Private Wealth
California
$12.5M
5
LPL Financial
LPL Financial
California
$18.4M

Top Sellers

1
Jane Street
Jane Street
New York
$3.04M
2
OMC
Old Mission Capital
Illinois
$348K
3
FTUS
Flow Traders U.S.
New York
$1.23M
4
HighTower Advisors
HighTower Advisors
Illinois
$7.43M
5
PWP
Principle Wealth Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$184M +$114M +3,765,309 +163%
Bank of America
2
Bank of America
North Carolina
$52.9M +$25.5M +841,169 +93%
BWL
3
Bogart Wealth LLC
Virginia
$23.8M +$2.96M +97,751 +14%
PA
4
Prism Advisors
California
$20.5M -$232K -7,680 -1%
LPL Financial
5
LPL Financial
California
$18.4M +$10.5M +346,848 +133%
AA
6
ALPS Advisors
Colorado
$17.3M +$20K +660 +0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.3M +$1.01M +33,472 +7%
PCIG
8
Partners Capital Investment Group
Massachusetts
$15.6M +$15.6M +513,945 New
MAM
9
Marotta Asset Management
Virginia
$14.1M +$1.95M +64,302 +16%
UBS Group
10
UBS Group
Switzerland
$13.9M +$2.5M +82,702 +22%
EB
11
Eastern Bank
Massachusetts
$13.5M +$343K +11,316 +3%
MPW
12
MA Private Wealth
California
$12.5M +$12.5M +413,766 New
RPSA
13
Richard P. Slaughter Associates
Texas
$11.6M +$973K +32,138 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.5M +$1.82M +60,182 +19%
CTC
15
Central Trust Company
Missouri
$8.87M +$147K +4,862 +2%
PA
16
Planning Alternatives
Michigan
$8.07M +$139K +4,593 +2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$7.91M +$7.91M +261,337 New
HighTower Advisors
18
HighTower Advisors
Illinois
$7.43M -$1.07M -35,212 -13%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$7.17M +$1.74M +57,567 +32%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$7M +$7M +231,389 New
EWA
21
Exencial Wealth Advisors
Oklahoma
$6.13M +$231K +7,647 +4%
SL
22
Systelligence LLC
Minnesota
$6.02M -$1.24K -41 -0%
AC
23
AlphaCore Capital
California
$5.74M +$455K +15,018 +9%
KV
24
Kickstand Ventures
New York
$5.27M +$4.79M +158,304 +1,005%
PFA
25
Petra Financial Advisors
Colorado
$4.82M -$29.9K -988 -0.6%
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