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Columbia EM Core ex-China ETF

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.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 34

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

18% more capital invested

Capital invested by funds: $750M → $884M (+$134M)

5% more funds holding

Funds holding: 136143 (+7)

0.22% less ownership

Funds ownership: 79.61%79.39% (-0.22%)

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
2.07%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$140M +$8.43M +271,622 +7%
Bank of America
2
Bank of America
North Carolina
$112M +$23.8M +768,782 +28%
LPL Financial
3
LPL Financial
California
$32.4M +$6.43M +207,186 +26%
MAM
4
Marotta Asset Management
Virginia
$25M +$7.14M +230,031 +42%
PA
5
Prism Advisors
California
$24.4M +$441K +14,221 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$22.3M +$11.4M +368,340 +112%
RPSA
7
Richard P. Slaughter Associates
Texas
$20.6M +$579K +18,660 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.9M +$1.56M +50,276 +9%
UBS Group
9
UBS Group
Switzerland
$19.2M +$1.04M +33,644 +6%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$18.4M +$17.9M +575,619 New
AA
11
ALPS Advisors
Colorado
$18.2M +$176K +5,660 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.5M +$2.57M +82,747 +18%
PCIG
13
Partners Capital Investment Group
Massachusetts
$17.4M +$12.3M +395,550 +262%
MPW
14
MA Private Wealth
California
$16.3M +$980K +31,590 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$16.1M -$631K -20,346 -4%
FAM
16
Flaharty Asset Management
Florida
$16M +$251K +8,092 +2%
EB
17
Eastern Bank
Massachusetts
$14.7M +$149K +4,807 +1%
JWM
18
Janiczek Wealth Management
Colorado
$14.4M +$14M +450,695 New
FFA
19
First Foundation Advisors
California
$12.2M +$1.27M +40,896 +12%
SA
20
Sanctuary Advisors
Indiana
$11.3M +$11.6M +372,430 New
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$11.2M +$2.54M +82,043 +32%
MML Investors Services
22
MML Investors Services
Massachusetts
$9.84M +$653K +21,036 +7%
CTC
23
Central Trust Company
Missouri
$9.26M +$24.3K +783 +0.3%
PA
24
Planning Alternatives
Michigan
$8.66M +$136K +4,394 +2%
ODG
25
O'Dell Group
Ohio
$7.54M

XCEM Hedge Fund Activity: Q2 2024 in Review

143 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q2 2024, worth a combined $884M — up 18% from $750M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XCEM positions and 8 closed out — a net gain of 8 holders — while 78 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $23.8M. The largest seller was Bogart Wealth LLC, cutting an estimated $25M.

  • 143 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q2 2024, up from 136 in Q1 2024.
  • Funds reported $884M of Columbia EM Core ex-China ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 16 funds opened new Columbia EM Core ex-China ETF positions in Q2 2024 and 8 closed out, a net change of +8 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q2 2024 was Bank of America, an estimated $23.8M added.
  • The largest Columbia EM Core ex-China ETF seller in Q2 2024 was Bogart Wealth LLC, an estimated $25M sold.

Based on aggregated 13F filings for Q2 2024.