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Columbia EM Core ex-China ETF
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Overview Fund Activity

143 hedge funds and large institutions have $884M invested in Columbia EM Core ex-China ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
16
Increased
78
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$18.4M
3
JWM
3
Janiczek Wealth Management
Colorado
$14.4M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$17.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.3M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$107K
2
KV
2
Kickstand Ventures
New York
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20K
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$4.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$140M 4,389,096 +271,622 +7%
Bank of America
2
Bank of America
North Carolina
$112M 3,522,802 +768,782 +28%
LPL Financial
3
LPL Financial
California
$32.4M 1,015,477 +207,186 +26%
MAM
4
Marotta Asset Management
Virginia
$25M 783,934 +230,031 +42%
PA
5
Prism Advisors
California
$24.4M 765,407 +14,221 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$22.3M 698,330 +368,340 +112%
RPSA
7
Richard P. Slaughter Associates
Texas
$20.6M 645,806 +18,660 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.9M 622,848 +50,276 +9%
UBS Group
9
UBS Group
Switzerland
$19.2M 602,375 +33,644 +6%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$18.4M 575,619 +575,619 New
AA
11
ALPS Advisors
Colorado
$18.2M 571,735 +5,660 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.5M 548,032 +82,747 +18%
PCIG
13
Partners Capital Investment Group
Massachusetts
$17.4M 546,304 +395,550 +262%
MPW
14
MA Private Wealth
California
$16.3M 511,659 +31,590 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$16.1M 503,705 -20,346 -4%
FAM
16
Flaharty Asset Management
Florida
$16M 501,681 +8,092 +2%
EB
17
Eastern Bank
Massachusetts
$14.7M 460,009 +4,807 +1%
JWM
18
Janiczek Wealth Management
Colorado
$14.4M 450,695 +450,695 New
FFA
19
First Foundation Advisors
California
$12.2M 382,813 +40,896 +12%
SA
20
Sanctuary Advisors
Indiana
$11.3M 372,430 +372,430 New
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$11.2M 340,107 +82,043 +32%
MML Investors Services
22
MML Investors Services
Massachusetts
$9.84M 308,129 +21,036 +7%
CTC
23
Central Trust Company
Missouri
$9.26M 290,220 +783 +0.3%
PA
24
Planning Alternatives
Michigan
$8.66M 271,452 +4,394 +2%
ODG
25
O'Dell Group
Ohio
$7.54M 242,515 – –
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