Columbia Research Enhanced Core ETF
RECS
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.
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
17% more funds holding
Funds holding: 23 → 27 (+4)
9% more capital invested
Capital invested by funds: $193M → $210M (+$16.5M)
9.51% less ownership
Funds ownership: 80.72% → 71.21% (-9.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.75M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
+$8.36M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.03M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.55M |
| 5 |
JP Morgan Chase
New York
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$21.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$16M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.04M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$256K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$46.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LA
26
LM Advisors
San Diego,
California
| $25.8K | +$24.3K | +932 | New |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $139 | – | – | – |
|
|
KWM
28
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$1.04M | -41,248 | Closed |
|
|
29
Marshall Wace
London,
United Kingdom
| – | -$256K | -10,194 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$46.8K | -1,862 | Closed |
|
RECS Hedge Fund Activity: Q4 2023 in Review
27 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q4 2023, worth a combined $210M — up 8.5% from $193M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RECS positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $9.75M. The largest seller was Amplius Wealth Advisors, cutting an estimated $21.4M.
- 27 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $210M of Columbia Research Enhanced Core ETF stock for Q4 2023, up 8.5% quarter-over-quarter.
- 8 funds opened new Columbia Research Enhanced Core ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
- The largest Columbia Research Enhanced Core ETF buyer in Q4 2023 was Bank of America, an estimated $9.75M added.
- The largest Columbia Research Enhanced Core ETF seller in Q4 2023 was Amplius Wealth Advisors, an estimated $21.4M sold.
Based on aggregated 13F filings for Q4 2023.