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EEMX Holdings Changes image
This page summarizes the EEMX holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether EEMX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing EEMX Share Count
Morgan Stanley 3 39 +36 +1200.00%
UBS Group AG 121 1,000 +879 +726.45%
Citadel Advisors LLC 18,794 75,128 +56,334 +299.74%
Cerity Partners LLC 37,219 52,682 +15,463 +41.55%
Financial Engines Advisors L.L.C. 83,499 100,464 +16,965 +20.32%
AdvisorNet Financial Inc 347 380 +33 +9.51%
Flow Traders U.S. LLC 27,868 29,629 +1,761 +6.32%
Harbour Investments Inc. 10,154 10,594 +440 +4.33%
Bank of America Corp DE 38,315 39,701 +1,386 +3.62%
Betterment LLC 880,927 911,224 +30,297 +3.44%
Proffitt & Goodson Inc. 4,997 5,154 +157 +3.14%
Royal Bank of Canada 6,111 6,247 +136 +2.23%
13F Filers Reporting New Positions In EEMX
Wells Fargo & Company MN 0 0 UNCH 100%
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 428 +428 +100%
JPMorgan Chase & Co. 0 10,649 +10,649 +100%
FMR LLC 0 1 +1 +100%
Susquehanna International Group LLP 0 7,442 +7,442 +100%
GTS Securities LLC 0 11,559 +11,559 +100%
Sandy Spring Bank 0 6 +6 +100%
Tidemark LLC 0 230 +230 +100%
Sachetta LLC 0 111 +111 +100%
Hobbs Group Advisors LLC 0 4,304 +4,304 +100%
13F Filers With Unchanged Share Count
National Bank of Canada FI 282 282 UNCH 0.00%
Evermay Wealth Management LLC 300 300 UNCH 0.00%
Hanson & Doremus Investment Management 240 240 UNCH 0.00%
Creative Planning 14,714 14,714 UNCH 0.00%
Modera Wealth Management LLC 11,430 11,430 UNCH 0.00%
Tortoise Investment Management LLC 12,549 12,549 UNCH 0.00%
GWM Advisors LLC 90 90 UNCH 0.00%
Partners Capital Investment Group LLP 19,846 19,846 UNCH 0.00%
Rockefeller Capital Management L.P. 59,500 59,500 UNCH 0.00%
13F Filers Decreasing EEMX Share Count
Advisor Group Holdings Inc. 282 2 -280 -99.29%
Baldwin Brothers Inc. MA 14,837 1,980 -12,857 -86.65%
Miracle Mile Advisors LLC 87,464 68,666 -18,798 -21.49%
Lake Street Advisors Group LLC 93,673 75,549 -18,124 -19.35%
Bailard Inc. 16,004 13,464 -2,540 -15.87%
Jane Street Group LLC 144,896 123,269 -21,627 -14.93%
LPL Financial LLC 19,210 16,940 -2,270 -11.82%
Coldstream Capital Management Inc. 21,645 20,335 -1,310 -6.05%
OLD Mission Capital LLC 151,858 145,338 -6,520 -4.29%
Thrivent Financial for Lutherans 8,449 8,373 -76 -0.90%
13F Filers Exiting EEMX
GPS Wealth Strategies Group LLC 12 0 -12 -100.00%
Virtu Financial LLC 29,444 0 -29,444 -100.00%
Choate Investment Advisors 820 0 -820 -100.00%
Bank of Montreal Can 14,350 0 -14,350 -100.00%

See Summary: Institutional Holders of EEMX
See Details: Top 10 Hedge Funds Holding EEMX

EEMX Holdings Changes | www.HoldingsChannel.com

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