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Columbia Research Enhanced Core ETF

175 hedge funds and large institutions have $3.8B invested in Columbia Research Enhanced Core ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 99 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 41

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $3.59B → $3.8B (+$208M)

3.2% more ownership

Funds ownership: 76.05%79.25% (+3.2%)

1% more funds holding

Funds holding: 174175 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.15%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
18
Increased
99
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$782M +$109M +2,692,608 +15%
Ameriprise
2
Ameriprise
Minnesota
$587M +$75.1M +1,851,421 +14%
Morgan Stanley
3
Morgan Stanley
New York
$242M +$40.1M +988,707 +19%
Raymond James Financial
4
Raymond James Financial
Florida
$221M +$30.3M +746,935 +15%
Bank of America
5
Bank of America
North Carolina
$220M -$15.9M -392,689 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$127M -$1.03M -25,494 -0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$118M +$10.7M +263,464 +9%
Wells Fargo
8
Wells Fargo
California
$96.2M +$15.1M +371,667 +18%
GI
9
Gradient Investments
Minnesota
$90.4M +$4.8M +118,334 +5%
BWL
10
Bogart Wealth LLC
Virginia
$89.1M +$1.84M +45,478 +2%
SIM
11
Stratos Investment Management
Ohio
$81.9M +$1.1M +27,186 +1%
AWA
12
Amplius Wealth Advisors
Pennsylvania
$64.8M +$1.56M +38,390 +2%
SWP
13
Stratos Wealth Partners
Ohio
$61.1M -$2.65M -65,230 -4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$55.8M +$4.67M +115,257 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$45.7M +$14.3M +353,051 +43%
DA
16
Drake & Associates
Wisconsin
$45.2M +$6.24M +153,902 +15%
MAC
17
Mason & Associates (California)
California
$39.2M -$47.9K -1,180 -0.1%
DWP
18
Daymark Wealth Partners
Ohio
$37.9M +$3.43M +84,653 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$34M +$3M +73,958 +9%
BWP
20
BlueStem Wealth Partners
Minnesota
$33.6M -$19.7M -484,681 -36%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$33.2M +$11M +272,163 +45%
UBS Group
22
UBS Group
Switzerland
$33.1M +$13.5M +332,559 +64%
SWAG
23
Spectrum Wealth Advisory Group
California
$32.3M +$523K +12,888 +2%
SMM
24
Stadion Money Management
Georgia
$31.6M +$32.9M +811,668 New
AAS
25
Ameritas Advisory Services
Nebraska
$27.3M +$10.6M +260,902 +59%

RECS Hedge Fund Activity: Q1 2026 in Review

175 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q1 2026, worth a combined $3.8B — up 5.8% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RECS positions and 12 closed out — a net gain of 6 holders — while 99 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $109M. The largest seller was BlueStem Wealth Partners, cutting an estimated $19.7M.

  • 175 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q1 2026, up from 174 in Q4 2025.
  • Funds reported $3.8B of Columbia Research Enhanced Core ETF stock for Q1 2026, up 5.8% quarter-over-quarter.
  • 18 funds opened new Columbia Research Enhanced Core ETF positions in Q1 2026 and 12 closed out, a net change of +6 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q1 2026 was LPL Financial, an estimated $109M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q1 2026 was BlueStem Wealth Partners, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2026.