Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Columbia ETF Tr I (EQIN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — EQIN

Based on 48 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EQIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
48 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

28 buying18 selling
Last quarter: 28 funds were net buyers (6 opened a brand new position + 22 added to an existing one). Only 18 were sellers (15 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 12 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 29% entered in last year

2% conviction (2yr+) 69% medium 29% 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.
📊

Peak discovery — momentum slowing

6 → 7 → 12 → 6 → 6 new funds/Q
New funds entering each quarter: 7 → 12 → 6 → 6. EQIN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 2% veterans, 44% new entrants

2% veterans 54% 1-2yr 44% new
Of 48 current holders: 1 (2%) held 2+ years, 26 held 1–2 years, 21 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
12 of 48 holders are among the 100 largest funds by AUM, controlling 65% 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.

Institutional Sentiment Summary — EQIN

In 2026 Q1, 28 hedge funds were net buyers of EQIN (6 opened a new position, 22 added to an existing one), while 18 reduced or exited (15 trimmed, 3 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 65% of total institutional value in EQIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 48.

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.

Is It Too Late to Buy Columbia ETF Tr I (EQIN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EQIN has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
EQIN
+5.2%
SPY
+13.0%

EQIN outperformed SPY by -7.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
EQIN
+4.6%
SPY
-0.5%

Since the filing became public, EQIN outperformed SPY by +5.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: EQIN
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 45 6.67%
13F Shares 3M 3M 0.7%
Total Value $153M $151M 1.28%
New Positions 6 6 -
Increased Positions 22 19 +3
Closed Positions 3 6 -3
Reduced Positions 15 15 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EQIN

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Financial Highlights

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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 EQIN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Financial Management LLC 1.17% 25,863 $1.3M
2 Amara Financial, LLC. 0.94% 27,863 $1.4M
3 Axis Wealth Partners, LLC 0.68% 26,091 $1.3M
4 Prism Advisors, Inc. 0.45% 34,495 $1.7M
5 Sowell Financial Services LLC 0.34% 189,583 $9.3M
6 Redwood Financial Network Corp 0.29% 8,915 $438K
7 Mcdonald Partners LLC 0.27% 23,382 $1.1M
8 Collier Financial 0.18% 4,673 $230K
9 Northwest Wealth Advisors, LLC 0.16% 4,600 $226K
10 Gladstone Institutional Advisory LLC 0.14% 74,474 $3.7M
11 Westside Investment Management, Inc. 0.13% 17,415 $856K
12 Stablepoint Partners, LLC 0.07% 9,548 $469K
13 Ascentis Independent Advisors 0.06% 15,624 $768K
14 Parcion Private Wealth LLC 0.06% 18,637 $916K
15 Keudell/Morrison Wealth Management 0.04% 4,250 $209K
16 GeoWealth Management, LLC 0.04% 21,558 $1.1M
17 Intrua Financial, LLC 0.04% 6,950 $342K
18 Archer Investment Corp 0.02% 1,679 $83K
19 LPL Financial LLC 0.02% 1,334,404 $65.6M
20 IHT Wealth Management, LLC 0.01% 11,092 $545K
21 Stifel Financial Corp 0.01% 198,805 $9.8M
22 Ameriprise Financial Inc 0.01% 610,169 $30.0M
23 Cetera Investment Advisers 0.00% 94,141 $4.6M
24 Stratos Wealth Partners, LTD. 0.00% 8,226 $404K
25 Private Advisor Group, LLC 0.00% 18,546 $912K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EQIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EQIN?

More buyers than sellers — 61% buying: Last quarter: 28 funds were net buyers (6 opened a brand new position + 22 added to an existing one). Only 18 were sellers (15 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EQIN holders?

Elite ownership — 65% AUM from top-100 funds: 12 of 48 holders are among the 100 largest funds by AUM, controlling 65% 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 — 29% 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.

Is it too late to buy Columbia ETF Tr I (EQIN) following the 2026 Q1 hedge fund 13F filings?

As of today, EQIN has moved +4.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +5.1%. Since the quarter end (March 31, 2026), EQIN has gained +5.2% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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