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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

108 hedge funds and large institutions have $1.14B invested in Columbia Research Enhanced Core ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
108
Holders Change
+41
Holders Change %
+61.19%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
50
Increased
48
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$280M
2
Raymond James Financial
2
Raymond James Financial
Florida
$54.8M
3
BWP
3
BlueStem Wealth Partners
Minnesota
$41.4M
4
DA
4
Drake & Associates
Wisconsin
$28M
5
TW
5
Trajan Wealth
Arizona
$18.6M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
Ameriprise
2
Ameriprise
Minnesota
$59.2M
3
GIA
3
Gladstone Institutional Advisory
Florida
$13.4M
4
Jane Street
4
Jane Street
New York
$0
5
FA
5
Fermata Advisors
California
$3.47M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$6.39M 184,511 +184,511 New
IAA
27
Independent Advisor Alliance
North Carolina
$6.13M 176,981 +176,981 New
BWL
28
Bogart Wealth LLC
Virginia
$5.92M 171,048 +63,689 +59%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$5.74M 165,775 +147,794 +822%
GVAG
30
Great Valley Advisor Group
Delaware
$5.64M 163,026 +153,011 +1,528%
UWM
31
USAdvisors Wealth Management
Minnesota
$5.59M 161,339 +161,339 New
WIA
32
World Investment Advisors
California
$5.11M 147,693 +32,858 +29%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.11M 147,620 +82,705 +127%
Osaic Holdings
34
Osaic Holdings
Arizona
$4.91M 141,939 +41,962 +42%
EFS
35
Essex Financial Services
Connecticut
$4.67M 134,852 +94,476 +234%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$4.33M 125,181 +95,611 +323%
FA
37
Fermata Advisors
California
$3.47M 100,342 -69,528 -41%
PAG
38
Private Advisor Group
New Jersey
$3.47M 100,289 +10,020 +11%
RFN
39
RDA Financial Network
Iowa
$3.43M 98,957 +98,957 New
WWM
40
Western Wealth Management
Colorado
$3.38M 97,539 +34,987 +56%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$3.16M 91,271 +49,849 +120%
IWP
42
IAG Wealth Partners
Wisconsin
$3.05M 88,138 +31,476 +56%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.01M 87,003 +20,008 +30%
Mariner
44
Mariner
Kansas
$2.98M 86,041 -1,979 -2%
SOS
45
Silver Oak Securities
Tennessee
$2.87M 82,611 +82,611 New
ACS
46
Archford Capital Strategies
Illinois
$2.81M 81,254 +81,254 New
KPWS
47
Kestra Private Wealth Services
Texas
$2.58M 74,413 +74,413 New
EAM
48
Empirical Asset Management
Massachusetts
$2.3M 66,541 -2,786 -4%
DC
49
Davenport & Co
Virginia
$1.74M 50,150 +35,636 +246%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.62M 46,908 +46,908 New
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