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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

120 hedge funds and large institutions have $1.81B invested in Columbia Research Enhanced Core ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.63%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
25
Increased
74
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$352M
2
GI
2
Gradient Investments
Minnesota
$66.7M
3
Bank of America
3
Bank of America
North Carolina
$163M
4
Raymond James Financial
4
Raymond James Financial
Florida
$91.3M
5
Wells Fargo
5
Wells Fargo
California
$30.2M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$3.11M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.79M
4
RA
4
RiverTree Advisors
Florida
$289K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$11.3M +$5.77M +173,802 +105%
Osaic Holdings
27
Osaic Holdings
Arizona
$10.2M +$5.44M +163,956 +116%
BW
28
Balance Wealth
Ohio
$10M +$10M +302,019 New
ACS
29
Archford Capital Strategies
Illinois
$8.73M +$6.03M +181,469 +223%
B
30
Bensler
Washington
$7.29M +$192K +5,773 +3%
AWA
31
ARQ Wealth Advisors
Arizona
$7.11M +$827K +24,894 +13%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$7.1M +$2.2M +66,220 +45%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$6.91M +$2.75M +82,772 +66%
BWL
34
Bogart Wealth LLC
Virginia
$6.05M +$370K +11,149 +7%
KPWS
35
Kestra Private Wealth Services
Texas
$5.96M +$3.49M +105,038 +141%
AI
36
Atria Investments
North Carolina
$5.95M -$177K -5,324 -3%
EFS
37
Essex Financial Services
Connecticut
$5.78M +$1.3M +39,228 +29%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$5.38M +$2.36M +71,611 +78%
GVAG
39
Great Valley Advisor Group
Delaware
$5.33M -$79.7K -2,400 -1%
KW
40
KWB Wealth
California
$5.18M +$3.76M +108,600 +264%
FZCM
41
Flynn Zito Capital Management
New York
$5.16M +$4.64M +139,780 +892%
WIA
42
World Investment Advisors
California
$5.09M +$188K +5,671 +4%
UWM
43
USAdvisors Wealth Management
Minnesota
$5.07M -$289K -8,713 -5%
UBS Group
44
UBS Group
Switzerland
$4.69M +$4.64M +139,698 +9,614%
IWP
45
IAG Wealth Partners
Wisconsin
$4.05M +$1.12M +33,811 +38%
BFA
46
Brown Financial Advisors
Ohio
$3.92M +$3.92M +118,174 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.79M -$4.34M -130,549 -53%
PAG
48
Private Advisor Group
New Jersey
$3.62M +$289K +8,689 +9%
WWM
49
Western Wealth Management
Colorado
$3.55M +$312K +9,405 +10%
KAS
50
Kestra Advisory Services
Texas
$3.54M +$3.54M +106,472 New
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