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Columbia Research Enhanced Core ETF
RECS

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: 174 → 175 (+1)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$109M
2
Ameriprise
Ameriprise
Minnesota
+$75.1M
3
Morgan Stanley
Morgan Stanley
New York
+$40.1M
4
SMM
Stadion Money Management
Georgia
+$32.9M
5
Raymond James Financial
Raymond James Financial
Florida
+$30.3M

Top Sellers

Rank Fund Capital Flow
1
BWP
BlueStem Wealth Partners
Minnesota
-$19.7M
2
Bank of America
Bank of America
North Carolina
-$15.9M
3
ACS
Archford Capital Strategies
Illinois
-$12M
4
Two Sigma Investments
Two Sigma Investments
New York
-$5.52M
5
MML Investors Services
MML Investors Services
Massachusetts
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCTWM
26
Three Cord True Wealth Management
Pennsylvania
$26M +$1.35M +33,376 +5%
SA
27
Scarborough Advisors
Maryland
$21M +$91K +2,243 +0.4%
TW
28
Trajan Wealth
Arizona
$20.7M +$153K +3,784 +0.7%
KW
29
KWB Wealth
California
$19.9M -$126K -3,110 -0.6%
TWP
30
Tower Wealth Partners
Pennsylvania
$19.7M +$294K +7,246 +1%
MML Investors Services
31
MML Investors Services
Massachusetts
$18.6M -$4.44M -109,599 -19%
CF
32
Centaurus Financial
California
$18.3M +$2.72M +67,189 +17%
RMS
33
Retirement Management Systems
Maryland
$18M +$2M +49,217 +12%
GIA
34
Gladstone Institutional Advisory
Florida
$17.8M +$1.36M +33,502 +8%
HCA
35
Heck Capital Advisors
Wisconsin
$16.8M -$141K -3,482 -0.8%
EFS
36
Essex Financial Services
Connecticut
$16.5M +$2.64M +65,086 +18%
KPWS
37
Kestra Private Wealth Services
Texas
$16.3M +$1.58M +38,871 +10%
KAS
38
Kestra Advisory Services
Texas
$14.5M +$1.66M +40,950 +12%
Stifel Financial
39
Stifel Financial
Missouri
$13.5M +$1.06M +26,204 +8%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$13.5M +$104K +2,575 +0.8%
IWP
41
IAG Wealth Partners
Wisconsin
$13.2M +$1.01M +24,947 +8%
AWA
42
ARQ Wealth Advisors
Arizona
$13.1M +$2.11M +51,982 +18%
IAA
43
Independent Advisor Alliance
North Carolina
$12.8M +$13.3M +327,452 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$11.9M +$1.65M +40,592 +15%
B
45
Bensler
Washington
$9.56M +$133K +3,275 +1%
PVI
46
Pine Valley Investments
New Jersey
$9.49M +$1.09M +26,797 +12%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$9.48M +$3.03M +74,729 +44%
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$8.2M +$1.14M +28,114 +15%
SFG
49
Snider Financial Group
Washington
$8.1M +$927K +22,868 +12%
AI
50
Atria Investments
North Carolina
$7.5M -$119K -2,922 -1%
1
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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.