Columbia Research Enhanced Core ETF
RECS
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.
900% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 5
500% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 8
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
61% more funds holding
Funds holding: 67 → 108 (+41)
55% more capital invested
Capital invested by funds: $735M → $1.14B (+$402M)
1.11% more ownership
Funds ownership: 73.11% → 74.22% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$74M |
| 2 |
DA
Drake & Associates
Waukesha,
Wisconsin
|
+$27.7M |
| 3 |
TW
Trajan Wealth
Scottsdale,
Arizona
|
+$18.9M |
| 4 |
Morgan Stanley
New York
|
+$18.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$3.22M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.9M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$2.78M |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
-$2.44M |
| 5 |
Jane Street
New York
|
-$2.42M |
RECS Hedge Fund Activity: Q4 2024 in Review
108 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q4 2024, worth a combined $1.14B — up 55% from $735M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new RECS positions and 5 closed out — a net gain of 45 holders — while 48 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $74M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $3.22M sold.
- 108 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q4 2024, up from 67 in Q3 2024.
- Funds reported $1.14B of Columbia Research Enhanced Core ETF stock for Q4 2024, up 55% quarter-over-quarter.
- 50 funds opened new Columbia Research Enhanced Core ETF positions in Q4 2024 and 5 closed out, a net change of +45 holders.
- The largest Columbia Research Enhanced Core ETF buyer in Q4 2024 was LPL Financial, an estimated $74M added.
- The largest Columbia Research Enhanced Core ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $3.22M sold.
Based on aggregated 13F filings for Q4 2024.