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Columbia Research Enhanced Core ETF

156 hedge funds and large institutions have $3.04B invested in Columbia Research Enhanced Core ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

184% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 31

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

12% more funds holding

Funds holding: 139156 (+17)

1% more capital invested

Capital invested by funds: $3.01B → $3.04B (+$32.9M)

20.19% less ownership

Funds ownership: 100%79.81% (-20%)

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.05%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
26
Increased
88
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
26
Tower Wealth Partners
Pennsylvania
$20M +$93.3K +2,421 +0.5%
GIA
27
Gladstone Institutional Advisory
Florida
$19M -$821K -21,297 -4%
HCA
28
Heck Capital Advisors
Wisconsin
$17.6M -$966K -25,053 -5%
MML Investors Services
29
MML Investors Services
Massachusetts
$16.3M +$1.18M +30,538 +8%
CF
30
Centaurus Financial
California
$16.1M +$468K +12,131 +3%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$14.6M +$5.14M +133,453 +58%
ACS
32
Archford Capital Strategies
Illinois
$13.9M +$2.87M +74,433 +28%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$849K +22,036 +7%
KPWS
34
Kestra Private Wealth Services
Texas
$13M +$3.08M +79,804 +33%
KAS
35
Kestra Advisory Services
Texas
$12.5M +$6.35M +164,713 +113%
IWP
36
IAG Wealth Partners
Wisconsin
$12.3M +$328K +8,520 +3%
KW
37
KWB Wealth
California
$12.1M +$3.61M +93,615 +40%
Stifel Financial
38
Stifel Financial
Missouri
$12M +$4.52M +117,287 +65%
EFS
39
Essex Financial Services
Connecticut
$11.9M +$3.18M +82,540 +39%
AAS
40
Ameritas Advisory Services
Nebraska
$11.7M +$8.47M +219,700 +310%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$10.5M +$772K +20,035 +8%
AWA
42
ARQ Wealth Advisors
Arizona
$10.1M +$1.38M +35,792 +17%
B
43
Bensler
Washington
$9.67M +$465K +12,074 +5%
AI
44
Atria Investments
North Carolina
$8.43M +$725K +18,804 +10%
PVI
45
Pine Valley Investments
New Jersey
$8.31M +$671K +17,412 +9%
DC
46
Davenport & Co
Virginia
$6.55M +$1.21M +31,345 +24%
WIA
47
World Investment Advisors
California
$6.22M +$80.2K +2,082 +1%
LIM
48
Leavell Investment Management
Alabama
$6.09M +$973K +25,241 +20%
BFF
49
Byrne Financial Freedom
Massachusetts
$5.94M +$2.82M +73,240 +99%
UWM
50
USAdvisors Wealth Management
Minnesota
$5.88M -$563K -14,612 -9%