We are live on ! Find out more
RECS icon

Columbia Research Enhanced Core ETF

122 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, 75 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 15

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

60% more capital invested

Capital invested by funds: $1.14B → $1.81B (+$678M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 108122 (+14)

8.16% more ownership

Funds ownership: 74.22%82.37% (+8.2%)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
1.64%
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
75
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$11.3M +$6.04M +173,802 +105%
Osaic Holdings
27
Osaic Holdings
Arizona
$10.2M +$5.7M +163,956 +116%
BW
28
Balance Wealth
Ohio
$10M +$10.5M +302,019 New
ACS
29
Archford Capital Strategies
Illinois
$8.73M +$6.31M +181,469 +223%
B
30
Bensler
Washington
$7.29M +$201K +5,773 +3%
AWA
31
ARQ Wealth Advisors
Arizona
$7.11M +$866K +24,894 +13%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$7.1M +$2.3M +66,220 +45%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$6.91M +$2.88M +82,772 +66%
PVI
34
Pine Valley Investments
New Jersey
$6.07M +$6M +172,456 +1,661%
BWL
35
Bogart Wealth LLC
Virginia
$6.05M +$388K +11,149 +7%
KPWS
36
Kestra Private Wealth Services
Texas
$5.96M +$3.65M +105,038 +141%
AI
37
Atria Investments
North Carolina
$5.95M -$185K -5,324 -3%
EFS
38
Essex Financial Services
Connecticut
$5.78M +$1.36M +39,228 +29%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$5.38M +$2.49M +71,611 +78%
GVAG
40
Great Valley Advisor Group
Delaware
$5.33M -$83.5K -2,400 -1%
KW
41
KWB Wealth
California
$5.18M +$3.78M +108,600 +264%
FZCM
42
Flynn Zito Capital Management
New York
$5.16M +$4.86M +139,780 +892%
WIA
43
World Investment Advisors
California
$5.09M +$197K +5,671 +4%
UWM
44
USAdvisors Wealth Management
Minnesota
$5.07M -$303K -8,713 -5%
UBS Group
45
UBS Group
Switzerland
$4.69M +$4.86M +139,698 +9,614%
IWP
46
IAG Wealth Partners
Wisconsin
$4.05M +$1.18M +33,811 +38%
BFA
47
Brown Financial Advisors
Ohio
$3.92M +$4.11M +118,174 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.79M -$4.54M -130,549 -53%
PAG
49
Private Advisor Group
New Jersey
$3.62M +$302K +8,689 +9%
WWM
50
Western Wealth Management
Colorado
$3.55M +$327K +9,405 +10%

RECS Hedge Fund Activity: Q1 2025 in Review

122 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q1 2025, worth a combined $1.81B — up 60% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RECS positions and 8 closed out — a net gain of 17 holders — while 75 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $309M. The largest seller was Two Sigma Investments, cutting an estimated $10.7M.

  • 122 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q1 2025, up from 108 in Q4 2024.
  • Funds reported $1.81B of Columbia Research Enhanced Core ETF stock for Q1 2025, up 60% quarter-over-quarter.
  • 25 funds opened new Columbia Research Enhanced Core ETF positions in Q1 2025 and 8 closed out, a net change of +17 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q1 2025 was Ameriprise, an estimated $309M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q1 2025 was Two Sigma Investments, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2025.