We are live on ! Find out more
XCEM icon

Columbia EM Core ex-China ETF

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

1,100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 3

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

80% more capital invested

Capital invested by funds: $347M → $624M (+$277M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more funds holding

Funds holding: 91124 (+33)

17.22% more ownership

Funds ownership: 77.37%94.59% (+17%)

Holders
124
Holders Change
+33
Holders Change %
+36.26%
% of All Funds
1.81%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$184M +$106M +3,765,309 +163%
Bank of America
2
Bank of America
North Carolina
$52.9M +$23.7M +841,169 +93%
BWL
3
Bogart Wealth LLC
Virginia
$23.8M +$2.75M +97,751 +14%
PA
4
Prism Advisors
California
$20.5M -$216K -7,680 -1%
LPL Financial
5
LPL Financial
California
$18.4M +$9.77M +346,848 +133%
AA
6
ALPS Advisors
Colorado
$17.3M +$18.6K +660 +0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.3M +$943K +33,472 +7%
PCIG
8
Partners Capital Investment Group
Massachusetts
$15.6M +$14.5M +513,945 New
MAM
9
Marotta Asset Management
Virginia
$14.1M +$1.81M +64,302 +16%
UBS Group
10
UBS Group
Switzerland
$13.9M +$2.33M +82,702 +22%
EB
11
Eastern Bank
Massachusetts
$13.5M +$319K +11,316 +3%
MPW
12
MA Private Wealth
California
$12.5M +$11.7M +413,766 New
RPSA
13
Richard P. Slaughter Associates
Texas
$11.6M +$905K +32,138 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.5M +$1.7M +60,182 +19%
CTC
15
Central Trust Company
Missouri
$8.87M +$137K +4,862 +2%
PA
16
Planning Alternatives
Michigan
$8.07M +$129K +4,593 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.91M +$7.36M +261,337 New
HighTower Advisors
18
HighTower Advisors
Illinois
$7.43M -$992K -35,212 -13%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$7.17M +$1.62M +57,567 +32%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$7M +$6.52M +231,389 New
EWA
21
Exencial Wealth Advisors
Oklahoma
$6.13M +$215K +7,647 +4%
SL
22
Systelligence LLC
Minnesota
$6.02M -$1.16K -41 -0%
AC
23
AlphaCore Capital
California
$5.74M +$423K +15,018 +9%
KV
24
Kickstand Ventures
New York
$5.27M +$4.46M +158,304 +1,005%
PFA
25
Petra Financial Advisors
Colorado
$4.82M -$27.8K -988 -0.6%

XCEM Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q4 2023, worth a combined $624M — up 80% from $347M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new XCEM positions and 3 closed out — a net gain of 33 holders — while 52 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was Jane Street, cutting an estimated $5.07M.

  • 124 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $624M of Columbia EM Core ex-China ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 36 funds opened new Columbia EM Core ex-China ETF positions in Q4 2023 and 3 closed out, a net change of +33 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
  • The largest Columbia EM Core ex-China ETF seller in Q4 2023 was Jane Street, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2023.