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Columbia EM Core ex-China ETF

136 hedge funds and large institutions have $750M invested in Columbia EM Core ex-China ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 24

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $624M → $750M (+$126M)

10% more funds holding

Funds holding: 124136 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14.98% less ownership

Funds ownership: 94.59%79.61% (-15%)

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
74
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$128M -$59M -1,959,084 -32%
Bank of America
2
Bank of America
North Carolina
$85.7M +$30.3M +1,005,252 +57%
LPL Financial
3
LPL Financial
California
$25.1M +$6.04M +200,307 +33%
BWL
4
Bogart Wealth LLC
Virginia
$25.1M +$691K +22,938 +3%
PA
5
Prism Advisors
California
$23.4M +$2.18M +72,344 +11%
RPSA
6
Richard P. Slaughter Associates
Texas
$19.5M +$7.34M +243,756 +64%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.8M +$5.77M +191,447 +50%
UBS Group
8
UBS Group
Switzerland
$17.7M +$3.35M +111,165 +24%
AA
9
ALPS Advisors
Colorado
$17.6M -$133K -4,400 -0.8%
MAM
10
Marotta Asset Management
Virginia
$17.2M +$2.65M +87,907 +19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.3M -$388K -12,866 -2%
FAM
12
Flaharty Asset Management
Florida
$15.4M +$14.9M +493,589 New
MPW
13
MA Private Wealth
California
$14.9M +$2M +66,303 +16%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$14.5M +$6.89M +228,503 +97%
EB
15
Eastern Bank
Massachusetts
$14.2M +$247K +8,207 +2%
FFA
16
First Foundation Advisors
California
$10.6M +$8.45M +280,468 +456%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.3M +$2.07M +68,653 +26%
CTC
18
Central Trust Company
Missouri
$9M -$104K -3,451 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$8.93M +$6.05M +200,840 +233%
PA
20
Planning Alternatives
Michigan
$8.31M +$9.46K +314 +0.1%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$8.01M +$804K +26,675 +12%
ODG
22
O'Dell Group
Ohio
$7.54M +$6.69M +221,955 +1,080%
RJA
23
Raymond James & Associates
Florida
$7.38M +$6.16M +204,354 +622%
HighTower Advisors
24
HighTower Advisors
Illinois
$7.33M -$301K -9,987 -4%
EWA
25
Exencial Wealth Advisors
Oklahoma
$6.26M -$44.1K -1,464 -0.7%

XCEM Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q1 2024, worth a combined $750M — up 20% from $624M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XCEM positions and 8 closed out — a net gain of 15 holders — while 74 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was Morgan Stanley, cutting an estimated $59M.

  • 136 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $750M of Columbia EM Core ex-China ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 23 funds opened new Columbia EM Core ex-China ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q1 2024 was Bank of America, an estimated $30.3M added.
  • The largest Columbia EM Core ex-China ETF seller in Q1 2024 was Morgan Stanley, an estimated $59M sold.

Based on aggregated 13F filings for Q1 2024.