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Columbia EM Core ex-China ETF

148 hedge funds and large institutions have $961M invested in Columbia EM Core ex-China ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 83 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 33

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $884M → $961M (+$76.5M)

3% more funds holding

Funds holding: 143148 (+5)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.5% less ownership

Funds ownership: 79.39%76.9% (-2.5%)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
83
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$136M -$7.28M -225,007 -5%
Bank of America
2
Bank of America
North Carolina
$123M +$7.62M +235,539 +7%
LPL Financial
3
LPL Financial
California
$46.3M +$13M +402,707 +40%
MAM
4
Marotta Asset Management
Virginia
$28.4M +$2.72M +84,170 +11%
MPW
5
MA Private Wealth
California
$25.1M +$8.34M +257,718 +50%
PA
6
Prism Advisors
California
$24.9M -$122K -3,775 -0.5%
Jane Street
7
Jane Street
New York
$24M +$19.4M +598,512 +443%
RPSA
8
Richard P. Slaughter Associates
Texas
$21.9M +$751K +23,231 +4%
OBWP
9
O'Brien Wealth Partners
Massachusetts
$21.4M +$21.2M +656,073 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$19.9M +$1.98M +61,078 +11%
UBS Group
11
UBS Group
Switzerland
$19.9M +$173K +5,351 +0.9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$19.8M +$3.3M +102,095 +20%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$19.1M +$278K +8,602 +1%
AA
14
ALPS Advisors
Colorado
$18.6M -$34.3K -1,060 -0.2%
PCIG
15
Partners Capital Investment Group
Massachusetts
$17.8M
RJFSA
16
Raymond James Financial Services Advisors
Florida
$17.7M -$2.58M -79,836 -13%
FAM
17
Flaharty Asset Management
Florida
$16.1M -$258K -7,981 -2%
EB
18
Eastern Bank
Massachusetts
$15.1M +$112K +3,464 +0.8%
FFA
19
First Foundation Advisors
California
$15M +$2.51M +77,699 +20%
PCM
20
Penserra Capital Management
California
$13.7M +$13.6M +419,546 New
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$11.2M +$67.3K +2,080 +0.6%
JP Morgan Chase
22
JP Morgan Chase
New York
$10.3M -$12.4M -382,428 -55%
CTC
23
Central Trust Company
Missouri
$9.58M +$94.3K +2,916 +1%
PA
24
Planning Alternatives
Michigan
$8.95M +$85.5K +2,644 +1%
MML Investors Services
25
MML Investors Services
Massachusetts
$8.2M -$1.85M -57,055 -19%

XCEM Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia EM Core ex-China ETF (XCEM) for Q3 2024, worth a combined $961M — up 8.7% from $884M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XCEM positions and 7 closed out — a net gain of 6 holders — while 83 added to existing stakes and 33 trimmed.

The largest buyer was O'Brien Wealth Partners, opening a new position worth an estimated $21.2M. The largest seller was JP Morgan Chase, cutting an estimated $12.4M.

  • 148 institutional investors held Columbia EM Core ex-China ETF (XCEM) as of Q3 2024, up from 143 in Q2 2024.
  • Funds reported $961M of Columbia EM Core ex-China ETF stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 13 funds opened new Columbia EM Core ex-China ETF positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest Columbia EM Core ex-China ETF buyer in Q3 2024 was O'Brien Wealth Partners, an estimated $21.2M added.
  • The largest Columbia EM Core ex-China ETF seller in Q3 2024 was JP Morgan Chase, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.