Columbia EM Core ex-China ETF (XCEM) Institutional Ownership

$31.60
+0.03 (+0.10%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Columbia EM Core ex-China ETF (NYSEARCA:XCEM)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$282.83M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$6.87M
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XCEM Institutional Buying and Selling by Quarter

Columbia EM Core ex-China ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 CreativeOne Wealth LLC19,362$602K0.0%+32.8%0.059%
5/13/2024 Alerus Financial NA193,445$6.02M0.5%N/A0.593%
5/10/2024 First Foundation Advisors341,917$10.63M0.4%+456.4%1.049%
5/9/2024 Managed Asset Portfolios LLC16,761$521K0.1%+55.0%0.051%
5/8/2024 Bleakley Financial Group LLC71,857$2.24M0.1%+844.2%0.220%
5/8/2024 O Dell Group LLC242,515$7.54M1.8%+1,079.5%0.744%
5/8/2024 Watershed Private Wealth LLC114,193$3.55M1.6%N/A0.350%
5/7/2024 GW Henssler & Associates Ltd.14,800$460K0.0%+13.3%0.045%
5/7/2024 Keudell Morrison Wealth Management60,118$1.87M0.6%+17.3%0.184%
5/7/2024 Smithfield Trust Co4,500$141K0.0%+104.5%0.014%
5/3/2024 Smithbridge Asset Management Inc. DE92,555$2.88M0.6%+1.4%0.284%
5/2/2024 New England Capital Financial Advisors LLC83,324$2.59M1.5%N/A0.256%
5/1/2024 Janney Montgomery Scott LLC92,496$2.88M0.0%+10.5%0.284%
5/1/2024 Mission Wealth Management LP7,716$240K0.0%N/A0.025%
5/1/2024 Diversify Advisory Services LLC16,504$512K0.0%N/A0.053%
4/30/2024 Private Advisor Group LLC148,992$4.63M0.0%+56.5%0.478%
4/30/2024 MA Private Wealth480,069$14.93M3.0%+16.0%1.539%
4/29/2024Commonwealth Equity Services LLC524,051$16.30M0.0%-2.4%1.680%
4/26/2024 McKinley Carter Wealth Services Inc.139,237$4.33M0.3%+1.2%0.446%
4/26/2024 Bogart Wealth LLC808,024$25.13M1.3%+2.9%2.590%
4/25/2024 Telos Capital Management Inc.16,844$524K0.1%+4.1%0.054%
4/24/2024 Leavell Investment Management Inc.91,408$2.84M0.2%+17.0%0.293%
4/24/2024 Krilogy Financial LLC79,945$2.49M0.2%-3.7%0.256%
4/24/2024 CENTRAL TRUST Co289,437$9.00M0.2%-1.2%0.928%
4/24/2024 Simplicity Wealth LLC71,857$2.24M0.1%N/A0.230%
4/23/2024 Mason & Associates Inc196,343$6.11M1.6%+156.1%0.629%
4/23/2024 LaFleur & Godfrey LLC7,654$238K0.0%N/A0.025%
4/23/2024 Petra Financial Advisors Inc.160,715$5.00M3.7%+1.0%0.515%
4/23/2024 Raymond James Financial Services Advisors Inc.572,572$17.81M0.0%+50.2%1.835%
4/22/2024 Raymond James & Associates237,201$7.38M0.0%+622.1%0.760%
4/20/2024 KWB Wealth145,018$4.51M0.6%+199.8%0.465%
4/19/2024 Redmont Wealth Advisors LLC31,788$989K1.4%+59.2%0.102%
4/18/2024 Breakwater Capital Group176,951$5.50M1.4%+16.2%0.567%
4/16/2024 Cypress Wealth Services LLC104,347$3.25M0.8%-1.3%0.334%
4/15/2024 WealthCare Investment Partners LLC67,315$2.09M1.0%+219.9%0.216%
4/15/2024 Wealthcare Advisory Partners LLC114,970$3.58M0.1%+7.4%0.368%
4/11/2024 ONE Advisory Partners LLC153,021$4.76M2.3%+49.6%1.530%
4/11/2024 Buttonwood Financial Group LLC132,825$4.13M2.4%+100.3%1.328%
4/9/2024 Richard P Slaughter Associates Inc627,146$19.50M4.7%+63.6%6.271%
4/5/2024 Prism Advisors Inc.751,186$23.36M7.0%+10.7%7.512%
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4/2/2024 Marotta Asset Management553,903$17.23M3.6%+18.9%5.539%
2/27/2024ARQ Wealth Advisors LLC93,030$2.82M1.7%+325.7%0.930%
2/16/2024 O Dell Group LLC20,560$622K0.2%-3.0%0.206%
2/15/2024 Guardian Wealth Advisors LLC NC150,737$4.56M0.7%+6.3%1.507%
2/13/2024 Exencial Wealth Advisors LLC202,667$6.14M0.2%+3.9%2.027%
2/13/2024 CIBC Private Wealth Group LLC231,389$7.00M0.0%N/A2.314%
2/13/2024 Belpointe Asset Management LLC30,288$917K0.1%-5.2%0.303%
2/12/2024 Partners Capital Investment Group LLP513,945$15.56M0.3%N/A5.139%
2/12/2024 Fortress Wealth Management Inc.119,808$3.63M2.0%N/A1.198%
2/12/2024Focus Financial Network Inc. ADV71,656$2.17M0.1%N/A0.717%
2/12/2024 Pine Valley Investments Ltd Liability Co141,562$4.29M0.3%+13.9%1.416%
2/9/2024 Tidemark LLC13,578$411K0.3%N/A0.136%
2/9/2024 CreativeOne Wealth LLC14,575$441K0.0%+16.1%0.146%
2/9/2024 D.A. Davidson & CO.82,279$2.49M0.0%+2.1%0.823%
2/9/2024 Sachetta LLC2,714$82K0.0%N/A0.027%
2/9/2024 UBS Group AG457,566$13.85M0.0%+22.1%4.576%
2/8/2024 Managed Asset Portfolios LLC10,812$327K0.0%N/A0.108%
2/8/2024 Kickstand Ventures LLC.174,054$5.27M1.5%+1,005.1%1.741%
2/8/2024Wade G W & Inc.86,424$2.62M0.1%+745.5%0.864%
2/8/2024 Janney Montgomery Scott LLC83,708$2.53M0.0%+0.9%0.837%
2/7/2024 Avantax Advisory Services Inc.13,523$409K0.0%-6.7%0.135%
2/7/2024 McKinley Carter Wealth Services Inc.137,591$4.17M0.3%+31.3%1.376%
2/7/2024 Smithfield Trust Co2,200$66K0.0%N/A0.022%
2/7/2024 Principal Securities Inc.2,951$89K0.0%N/A0.030%
2/7/2024 Bogart Wealth LLC785,086$23.77M1.3%+14.2%7.851%
2/6/2024 Private Advisor Group LLC95,185$2.88M0.0%+30.8%0.952%
2/6/2024 Wealthcare Advisory Partners LLC107,086$3.24M0.1%N/A1.071%
2/6/2024 Sykon Capital LLC47,157$1.43M0.6%+3.8%0.472%
2/6/2024 U.S. Capital Wealth Advisors LLC25,578$774K0.0%N/A0.256%
2/1/2024 Prism Advisors Inc.678,842$20.55M6.6%-1.1%6.788%
2/1/2024 Northwest Capital Management Inc4,271$129K0.0%N/A0.043%
2/1/2024 Sigma Planning Corp20,336$616K0.0%-41.0%0.203%
2/1/2024 CWM LLC4,271$129K0.0%N/A0.043%
1/31/2024 Redmont Wealth Advisors LLC19,969$604K0.9%+4.9%0.200%
1/31/2024 Telos Capital Management Inc.16,173$490K0.1%+16.2%0.162%
1/29/2024Simplicity Solutions LLC7,610$230K0.0%N/A0.076%
1/29/2024 Valeo Financial Advisors LLC20,606$624K0.0%-24.2%0.206%
1/29/2024 Petra Financial Advisors Inc.159,113$4.82M4.0%-0.6%1.591%
1/26/2024 Krilogy Financial LLC83,026$2.51M0.2%+2.2%0.830%
1/26/2024 ONE Advisory Partners LLC102,295$3.10M1.6%N/A1.023%
1/25/2024 MA Private Wealth413,766$12.53M2.7%N/A4.138%
1/25/2024 Eastern Bank446,995$13.53M0.6%+2.6%4.470%
1/25/2024 Bleakley Financial Group LLC7,610$230K0.0%N/A0.076%
1/24/2024 CENTRAL TRUST Co292,888$8.87M0.2%+1.7%2.929%
1/24/2024 Allworth Financial LP1,230$37K0.0%N/A0.012%
1/24/2024 Breakwater Capital Group152,296$4.44M1.3%+15.1%1.523%
1/23/2024 Leavell Investment Management Inc.78,098$2.36M0.2%+32.7%0.781%
1/23/2024 Planning Alternatives Ltd. ADV266,744$8.07M1.4%+1.8%2.667%
1/23/2024 Coastline Trust Co17,902$542K0.1%N/A0.179%
1/18/2024 Highland Financial Advisors LLC106,273$3.22M1.4%N/A1.063%
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1/18/2024 WealthCare Investment Partners LLC21,045$632K0.3%N/A0.210%
1/18/2024 First National Corp MA ADV75,961$2.30M0.6%+2.4%0.760%
1/18/2024 Sebold Capital Management Inc.93,592$2.83M2.1%-19.1%0.936%
1/17/2024 Mason & Associates Inc76,669$2.32M0.7%+4.5%0.767%
1/16/2024 Raymond James Financial Services Advisors Inc.381,125$11.54M0.0%+18.8%3.811%
1/16/2024 Raymond James & Associates32,847$994K0.0%N/A0.328%
1/16/2024CoreCap Advisors LLC30,519$924K0.1%+15.4%0.305%
1/12/2024 GPS Wealth Strategies Group LLC12,627$382K0.1%N/A0.126%
1/11/2024 Cypress Wealth Services LLC105,765$3.20M0.8%N/A1.058%
1/11/2024 KWB Wealth48,374$1.46M0.2%N/A0.484%
(Data available from 1/1/2016 forward)

XCEM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XCEM shares?

During the previous two years, 101 institutional investors and hedge funds held shares of Columbia EM Core ex-China ETF. The most heavily invested institutionals were Bogart Wealth LLC ($25.13M), Prism Advisors Inc. ($23.36M), Richard P Slaughter Associates Inc ($19.50M), Raymond James Financial Services Advisors Inc. ($17.81M), Marotta Asset Management ($17.23M), Commonwealth Equity Services LLC ($16.30M), and Alps Advisors Inc. ($15.62M).Learn more on XCEM's institutional investors.

Which institutional investors have been buying Columbia EM Core ex-China ETF stock?

Of the 99 institutional investors that purchased Columbia EM Core ex-China ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bogart Wealth LLC ($808.02K), Richard P Slaughter Associates Inc ($627.52K), Alps Advisors Inc. ($569.82K), Raymond James Financial Services Advisors Inc. ($564.49K), Marotta Asset Management ($553.90K), Partners Capital Investment Group LLP ($513.95K), and MA Private Wealth ($480.07K).

How much institutional buying is happening at Columbia EM Core ex-China ETF?

Institutional investors have bought a total of 11,551,854 shares in the last 24 months. This purchase volume represents approximately $332.06M in transactions.

Which Columbia EM Core ex-China ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold Columbia EM Core ex-China ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($85.36K), Cambridge Investment Research Advisors Inc. ($49.40K), Leavell Investment Management Inc. ($46.90K), Krilogy Financial LLC ($38.05K), Flow Traders U.S. LLC ($36.61K), OLD Mission Capital LLC ($36.26K), and Sebold Capital Management Inc. ($28.20K).

How much institutional selling is happening at Columbia EM Core ex-China ETF?

Institutional investors have sold a total of 471,911 shares in the last 24 months. This volume of shares sold represents approximately $12.86M in transactions.


This page (NYSEARCA:XCEM) was last updated on 5/19/2024 by MarketBeat.com Staff

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