Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COLUMBIA ETF TR I (EQIN)

42 + Investors. Track Smart Money conviction in EQIN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
55%

Smart Money Signals — EQIN

Based on 42 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
42 hedge funds hold EQIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

24 buying20 selling
Last quarter: 24 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 11 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 31% entered in last year

■ 2% conviction (2yr+) ■ 67% medium ■ 31% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~6 new funds/quarter

11 → 5 → 6 → 11 → 6 new funds/Q
New funds entering each quarter: 5 → 6 → 11 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 38% new entrants

■ 2% veterans ■ 60% 1-2yr ■ 38% new
Of 42 current holders: 1 (2%) held 2+ years, 25 held 1–2 years, 16 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
10 of 42 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in EQIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EQIN

How many hedge funds hold EQIN — quarterly history vs. share price
Quarterly hedge fund ownership of EQIN vs. share price

Market Analysis: EQIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQIN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EQIN
2026 Q1 Stats Unlock in 13 days 42 + Investors

Track Smart Money conviction in EQIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 42 42 -
13F Shares 3M 3M 0.11%
Total Value $149M $146M 1.86%
New Positions 6 11 -5
Increased Positions 18 18 -
Closed Positions 6 6 -
Reduced Positions 14 9 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EQIN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

42 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EQIN. Verified SEC 13F-HR filings.

Top 18 institutional holders of EQIN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Axis Wealth Partners, LLC 0.68% 26,091 $1.3M
2 Prism Advisors, Inc. 0.45% 34,495 $1.7M
3 Sowell Financial Services LLC 0.34% 189,583 $9.3M
4 Northwest Wealth Advisors, LLC 0.16% 4,600 $226K
5 Westside Investment Management, Inc. 0.13% 17,415 $856K
6 Stablepoint Partners, LLC 0.07% 9,548 $469K
7 Ascentis Independent Advisors 0.06% 15,624 $768K
8 Parcion Private Wealth LLC 0.06% 18,637 $916K
9 Keudell/Morrison Wealth Management 0.04% 4,250 $209K
10 Intrua Financial, LLC 0.04% 6,950 $342K
11 Archer Investment Corp 0.02% 1,679 $83K
12 LPL Financial LLC 0.02% 1,334,404 $65.6M
13 Stratos Wealth Partners, LTD. 0.00% 8,226 $404K
14 Private Advisor Group, LLC 0.00% 18,546 $912K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 45,812 $2.3M
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 26,638 $1.3M
17 MML INVESTORS SERVICES, LLC 0.00% 4,584 $225K
18 ENVESTNET ASSET MANAGEMENT INC 0.00% 7,822 $384K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — COLUMBIA ETF TR I (EQIN)

What does the Smart Money Trend signal show for EQIN?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for EQIN?

Slight buying edge — 55% buying: Last quarter: 24 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EQIN holders?

Elite ownership — 66% AUM from top-100 funds: 10 of 42 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in EQIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EQIN?

Mostly new holders — 31% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.