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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

27 hedge funds and large institutions have $210M invested in Columbia Research Enhanced Core ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
15
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$44.6M
2
FA
Fermata Advisors
California
$8.87M
3
Osaic Holdings
Osaic Holdings
Arizona
$13.7M
4
LPL Financial
LPL Financial
California
$28M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.89M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$23.8M
2
Ameriprise
Ameriprise
Minnesota
$53M
3
KWM
Kingsview Wealth Management
Oregon
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
26
LM Advisors
California
$25.8K +$25.8K +932 New
DFA
27
DHJJ Financial Advisors
Illinois
$139 – – –
KWM
28
Kingsview Wealth Management
Oregon
– -$1.04M -41,248 Closed
Marshall Wace
29
Marshall Wace
United Kingdom
– -$256K -10,194 Closed
UBS Group
30
UBS Group
Switzerland
– -$46.8K -1,862 Closed
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