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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

67 hedge funds and large institutions have $735M invested in Columbia Research Enhanced Core ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
37
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$203M
2
SIM
Stratos Investment Management
Ohio
$32.5M
3
SWAG
Spectrum Wealth Advisory Group
California
$27.6M
4
Morgan Stanley
Morgan Stanley
New York
$39.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$32.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$60.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$3.39M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$767K
5
MAM
MMA Asset Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.42M +$1.86M +54,811 +331%
EAM
27
Empirical Asset Management
Massachusetts
$2.35M +$1.49M +43,961 +173%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.27M +$1.72M +50,666 +310%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.2M +$433K +12,759 +24%
WWM
30
Western Wealth Management
Colorado
$2.12M +$1.18M +34,933 +126%
ASN
31
Advisory Services Network
Georgia
$2.09M – – –
IWP
32
IAG Wealth Partners
Wisconsin
$1.92M +$766K +22,580 +66%
HGERS
33
Householder Group Estate & Retirement Specialist
Arizona
$1.51M +$122K +3,598 +9%
EFS
34
Essex Financial Services
Connecticut
$1.41M +$611K +17,554 +77%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$1.4M +$1.4M +41,422 New
PPWM
36
Paragon Private Wealth Management
Kentucky
$1.25M -$26.1K -769 -2%
AWM
37
Aspire Wealth Management
Massachusetts
$1.06M +$484K +14,279 +84%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1M +$873K +25,740 +672%
SA
39
Sanctuary Advisors
Indiana
$852K +$592K +16,610 +228%
BRWA
40
B. Riley Wealth Advisors
Florida
$792K +$58.3K +1,724 +8%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$767K -$2.24M -66,056 -74%
FEM
42
Fulcrum Equity Management
Texas
$743K +$743K +21,921 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$610K +$119K +3,510 +24%
IWM
44
IHT Wealth Management
Illinois
$563K +$57.6K +1,700 +11%
PFG
45
Prosperity Financial Group
California
$562K +$562K +16,570 New
DC
46
Davenport & Co
Virginia
$492K +$492K +14,514 New
LA
47
LM Advisors
California
$456K -$74.6K -2,692 -14%
LIM
48
Leavell Investment Management
Alabama
$427K +$427K +12,589 New
WIP
49
WealthCare Investment Partners
Rhode Island
$423K +$423K +12,555 New
OMC
50
Old Mission Capital
Illinois
$402K +$402K +11,862 New
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