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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

53 hedge funds and large institutions have $501M invested in Columbia Research Enhanced Core ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
53
Holders Change
+14
Holders Change %
+35.9%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
25
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$86.5M
2
LPL Financial
2
LPL Financial
California
$128M
3
Bank of America
3
Bank of America
North Carolina
$79.6M
4
SWP
4
Stratos Wealth Partners
Ohio
$19.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.2M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$32.9M
3
FA
3
Fermata Advisors
California
$5.63M
4
Jane Street
4
Jane Street
New York
$535K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
MMA Asset Management
Pennsylvania
$1.02M +$806K +24,974 +380%
WWM
27
Western Wealth Management
Colorado
$891K +$100K +3,100 +13%
EAM
28
Empirical Asset Management
Massachusetts
$819K +$819K +25,366 New
EFS
29
Essex Financial Services
Connecticut
$720K +$720K +22,822 New
BRWA
30
B. Riley Wealth Advisors
Florida
$701K +$701K +21,713 New
Marshall Wace
31
Marshall Wace
United Kingdom
$677K +$95.5K +2,959 +16%
AWA
32
ARQ Wealth Advisors
Arizona
$621K +$621K +19,255 New
AWM
33
Aspire Wealth Management
Massachusetts
$549K +$549K +17,002 New
Jane Street
34
Jane Street
New York
$535K -$3.24M -100,469 -86%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$527K +$527K +16,329 New
LA
36
LM Advisors
California
$521K +$215K +7,900 +70%
IWM
37
IHT Wealth Management
Illinois
$481K +$145K +4,500 +43%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$467K +$154K +4,779 +49%
MML Investors Services
39
MML Investors Services
Massachusetts
$343K +$105K +3,262 +44%
RJT
40
Raymond James Trust
Florida
$227K – – –
SA
41
Sanctuary Advisors
Indiana
$220K +$220K +7,278 New
GVAG
42
Great Valley Advisor Group
Delaware
$215K +$215K +6,675 New
PS
43
Principal Securities
Iowa
$203K -$807 -25 -0.4%
HI
44
Harbour Investments
Wisconsin
$170K +$170K +5,267 New
TSWM
45
Tyler-Stone Wealth Management
Ohio
$132K +$25.8K +800 +24%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$124K +$22K +681 +22%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$37.1K +$37.1K +1,150 New
Comerica Bank
48
Comerica Bank
Texas
$24K +$24K +745 New
MSFP
49
Mark Sheptoff Financial Planning
Connecticut
$9.68K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$6.45K – – –
1
2
3