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Columbia Research Enhanced Core ETF
RECS

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.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

56% more capital invested

Capital invested by funds: $322M → $501M (+$179M)

36% more funds holding

Funds holding: 39 → 53 (+14)

1.38% more ownership

Funds ownership: 72.23% → 73.61% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$51.3M
2
LPL Financial
LPL Financial
California
+$38.2M
3
Bank of America
Bank of America
North Carolina
+$19M
4
SWP
Stratos Wealth Partners
Ohio
+$18.4M
5
Morgan Stanley
Morgan Stanley
New York
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$6.53M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$4.5M
3
FA
Fermata Advisors
California
-$3.99M
4
Jane Street
Jane Street
New York
-$3.12M
5
OMC
Old Mission Capital
Illinois
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
MMA Asset Management
Pennsylvania
$1.02M +$775K +24,974 +380%
WWM
27
Western Wealth Management
Colorado
$891K +$96.2K +3,100 +13%
EAM
28
Empirical Asset Management
Massachusetts
$819K +$788K +25,366 New
EFS
29
Essex Financial Services
Connecticut
$720K +$709K +22,822 New
BRWA
30
B. Riley Wealth Advisors
Florida
$701K +$674K +21,713 New
Marshall Wace
31
Marshall Wace
United Kingdom
$677K +$91.9K +2,959 +16%
AWA
32
ARQ Wealth Advisors
Arizona
$621K +$598K +19,255 New
AWM
33
Aspire Wealth Management
Massachusetts
$549K +$528K +17,002 New
Jane Street
34
Jane Street
New York
$535K -$3.12M -100,469 -86%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$527K +$507K +16,329 New
LA
36
LM Advisors
California
$521K +$245K +7,900 +70%
IWM
37
IHT Wealth Management
Illinois
$481K +$140K +4,500 +43%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$467K +$148K +4,779 +49%
MML Investors Services
39
MML Investors Services
Massachusetts
$343K +$101K +3,262 +44%
RJT
40
Raymond James Trust
Florida
$227K – – –
SA
41
Sanctuary Advisors
Indiana
$220K +$226K +7,278 New
GVAG
42
Great Valley Advisor Group
Delaware
$215K +$207K +6,675 New
PS
43
Principal Securities
Iowa
$203K -$776 -25 -0.4%
HI
44
Harbour Investments
Wisconsin
$170K +$164K +5,267 New
TSWM
45
Tyler-Stone Wealth Management
Ohio
$132K +$24.8K +800 +24%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$124K +$21.1K +681 +22%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$37.1K +$35.7K +1,150 New
Comerica Bank
48
Comerica Bank
Texas
$24K +$23.1K +745 New
MSFP
49
Mark Sheptoff Financial Planning
Connecticut
$9.68K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$6.45K – – –
1
2
3

RECS Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q2 2024, worth a combined $501M — up 56% from $322M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RECS positions and 1 closed out — a net gain of 15 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.3M. The largest seller was Osaic Holdings, cutting an estimated $6.53M.

  • 53 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $501M of Columbia Research Enhanced Core ETF stock for Q2 2024, up 56% quarter-over-quarter.
  • 16 funds opened new Columbia Research Enhanced Core ETF positions in Q2 2024 and 1 closed out, a net change of +15 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q2 2024 was Ameriprise, an estimated $51.3M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q2 2024 was Osaic Holdings, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2024.