XCEM icon

Columbia EM Core ex-China ETF
XCEM

Overview Fund Activity

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.

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
1.97%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$85.7M
2
FAM
2
Flaharty Asset Management
Florida
$15.4M
3
FFA
3
First Foundation Advisors
California
$10.6M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$19.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$14.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$4.69M
3
AC
3
AlphaCore Capital
California
$0
4
SC
4
Sykon Capital
New York
$0
5
BAM
5
Belpointe Asset Management
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M 4,117,474 -1,959,084 -32%
Bank of America
2
Bank of America
North Carolina
$85.7M 2,754,020 +1,005,252 +57%
LPL Financial
3
LPL Financial
California
$25.1M 808,291 +200,307 +33%
BWL
4
Bogart Wealth LLC
Virginia
$25.1M 808,024 +22,938 +3%
PA
5
Prism Advisors
California
$23.4M 751,186 +72,344 +11%
RPSA
6
Richard P. Slaughter Associates
Texas
$19.5M 627,146 +243,756 +64%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.8M 572,572 +191,447 +50%
UBS Group
8
UBS Group
Switzerland
$17.7M 568,731 +111,165 +24%
AA
9
ALPS Advisors
Colorado
$17.6M 566,075 -4,400 -0.8%
MAM
10
Marotta Asset Management
Virginia
$17.2M 553,903 +87,907 +19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.3M 524,051 -12,866 -2%
FAM
12
Flaharty Asset Management
Florida
$15.4M 493,589 +493,589 New
MPW
13
MA Private Wealth
California
$14.9M 480,069 +66,303 +16%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$14.5M 465,285 +228,503 +97%
EB
15
Eastern Bank
Massachusetts
$14.2M 455,202 +8,207 +2%
FFA
16
First Foundation Advisors
California
$10.6M 341,917 +280,468 +456%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$10.3M 329,990 +68,653 +26%
CTC
18
Central Trust Company
Missouri
$9M 289,437 -3,451 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$8.93M 287,093 +200,840 +233%
PA
20
Planning Alternatives
Michigan
$8.31M 267,058 +314 +0.1%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$8.01M 258,064 +26,675 +12%
ODG
22
O'Dell Group
Ohio
$7.54M 242,515 +221,955 +1,080%
RJA
23
Raymond James & Associates
Florida
$7.38M 237,201 +204,354 +622%
HighTower Advisors
24
HighTower Advisors
Illinois
$7.33M 235,569 -9,987 -4%
EWA
25
Exencial Wealth Advisors
Oklahoma
$6.26M 201,203 -1,464 -0.7%
1
2 3 4 5