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Columbia Research Enhanced Core ETF

174 hedge funds and large institutions have $3.59B invested in Columbia Research Enhanced Core ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 32

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

18% more capital invested

Capital invested by funds: $3.04B → $3.59B (+$546M)

12% more funds holding

Funds holding: 156174 (+18)

3.76% less ownership

Funds ownership: 79.81%76.05% (-3.8%)

Holders
174
Holders Change
+18
Holders Change %
+11.54%
% of All Funds
2.12%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.21%
New
30
Increased
103
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
Trajan Wealth
Arizona
$21.5M -$394K -9,687 -2%
UBS Group
27
UBS Group
Switzerland
$21.1M +$490K +12,034 +2%
TWP
28
Tower Wealth Partners
Pennsylvania
$20.4M +$140K +3,440 +0.7%
KW
29
KWB Wealth
California
$20M +$6.52M +160,249 +49%
AAS
30
Ameritas Advisory Services
Nebraska
$18M +$6.1M +149,820 +52%
HCA
31
Heck Capital Advisors
Wisconsin
$17.7M -$141K -3,461 -0.8%
GIA
32
Gladstone Institutional Advisory
Florida
$17.2M -$1.97M -48,377 -10%
RMS
33
Retirement Management Systems
Maryland
$16.8M +$16.8M +411,589 New
CF
34
Centaurus Financial
California
$16.5M +$202K +4,975 +1%
KPWS
35
Kestra Private Wealth Services
Texas
$15.5M +$2.34M +57,514 +18%
EFS
36
Essex Financial Services
Connecticut
$14.6M +$2.49M +61,151 +21%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$14.2M -$22.5K -554 -0.2%
KAS
38
Kestra Advisory Services
Texas
$13.6M +$870K +21,377 +7%
Stifel Financial
39
Stifel Financial
Missouri
$13.1M +$966K +23,747 +8%
IWP
40
IAG Wealth Partners
Wisconsin
$12.8M +$324K +7,953 +3%
ACS
41
Archford Capital Strategies
Illinois
$12.4M -$1.61M -39,650 -12%
AWA
42
ARQ Wealth Advisors
Arizona
$11.6M +$1.43M +35,065 +14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$10.9M +$207K +5,084 +2%
B
44
Bensler
Washington
$9.88M +$95.6K +2,349 +1%
PVI
45
Pine Valley Investments
New Jersey
$8.85M +$446K +10,953 +5%
BFF
46
Byrne Financial Freedom
Massachusetts
$8.14M +$2.12M +52,192 +35%
AI
47
Atria Investments
North Carolina
$7.98M -$557K -13,696 -7%
SFG
48
Snider Financial Group
Washington
$7.55M +$2.02M +49,523 +37%
WMWM
49
Whitaker-Myers Wealth Managers
Ohio
$7.45M +$1.71M +42,086 +30%
DC
50
Davenport & Co
Virginia
$7.22M +$583K +14,329 +9%