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Columbia Research Enhanced Real Estate ETF

7 hedge funds and large institutions have $58.4M invested in Columbia Research Enhanced Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2,075% more capital invested

Capital invested by funds: $2.68M → $58.4M (+$55.7M)

731.91% more ownership

Funds ownership: 83.03%814.94% (+732%)

250% more funds holding

Funds holding: 27 (+5)

Holders
7
Holders Change
+5
Holders Change %
+250%
% of All Funds
0.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$34.5M +$14.2M +679,781 New
RWG
2
Ratio Wealth Group
Colorado
$20.6M +$8.47M +405,969 New
Ameriprise
3
Ameriprise
Minnesota
$2.04M
Wells Fargo
4
Wells Fargo
California
$591K
AG
5
Ascent Group
Virginia
$522K +$214K +10,276 New
PA
6
Pineridge Advisors
Missouri
$91.4K +$37.6K +1,800 New
UBS Group
7
UBS Group
Switzerland
$804 +$793 +38 New

CRED Hedge Fund Activity: Q1 2024 in Review

7 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Real Estate ETF (CRED) for Q1 2024, worth a combined $58.4M — up 2,075% from $2.68M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CRED positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $14.2M.

  • 7 institutional investors held Columbia Research Enhanced Real Estate ETF (CRED) as of Q1 2024, up from 2 in Q4 2023.
  • Funds reported $58.4M of Columbia Research Enhanced Real Estate ETF stock for Q1 2024, up 2,075% quarter-over-quarter.
  • 5 funds opened new Columbia Research Enhanced Real Estate ETF positions in Q1 2024 and 0 closed out, a net change of +5 holders.
  • The largest Columbia Research Enhanced Real Estate ETF buyer in Q1 2024 was AE Wealth Management, an estimated $14.2M added.

Based on aggregated 13F filings for Q1 2024.