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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

136 hedge funds and large institutions have $2.98B invested in Columbia Research Enhanced Core ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 26 reducing their positions, and 2 closing their positions.

Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.83%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
19
Increased
85
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$613M
2
Ameriprise
2
Ameriprise
Minnesota
$477M
3
LPL Financial
3
LPL Financial
California
$398M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$92.6M
5
MAC
5
Mason & Associates (California)
California
$37.9M

Top Sellers

1
BWP
1
BlueStem Wealth Partners
Minnesota
$39.1M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
BW
3
Balance Wealth
Ohio
$2.01M
4
SWAG
4
Spectrum Wealth Advisory Group
California
$30.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.23M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
51
Davenport & Co
Virginia
$4.82M 131,024 +62,409 +91%
Mariner
52
Mariner
Kansas
$4.66M 126,650 +30,292 +31%
LIM
53
Leavell Investment Management
Alabama
$4.62M 125,694 +35,594 +40%
SFG
54
Snider Financial Group
Washington
$4.56M 123,818 +123,818 New
BFA
55
Brown Financial Advisors
Ohio
$4.24M 115,356 -2,818 -2%
PAG
56
Private Advisor Group
New Jersey
$4.14M 112,533 +3,555 +3%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$4.06M 110,244 -97,709 -47%
WWM
58
Western Wealth Management
Colorado
$4.05M 110,174 +3,230 +3%
RFN
59
RDA Financial Network
Iowa
$3.88M 105,535 +6,354 +6%
FA
60
Fermata Advisors
California
$3.73M 101,501 -750 -0.7%
CWM
61
Congress Wealth Management
Massachusetts
$3.65M 99,278 +9,269 +10%
Marshall Wace
62
Marshall Wace
United Kingdom
$3.49M 94,953 +94,953 New
SA
63
Sovran Advisors
California
$3.42M 92,334 +23,049 +33%
SPIA
64
Steward Partners Investment Advisory
New York
$3.31M 90,084 +10,909 +14%
RPGNY
65
Retirement Planning Group (New York)
New York
$3.31M 90,043 +26,311 +41%
DI
66
DAGCO Inc
Ohio
$2.98M 80,985 +16,628 +26%
SOS
67
Silver Oak Securities
Tennessee
$2.96M 80,568 +2,172 +3%
BFF
68
Byrne Financial Freedom
Massachusetts
$2.72M 73,933 +56,689 +329%
AAS
69
Ameritas Advisory Services
Nebraska
$2.61M 70,820 +35,767 +102%
EAM
70
Empirical Asset Management
Massachusetts
$2.54M 69,125 +936 +1%
RIS
71
Richmond Investment Services
Wisconsin
$2.51M 68,148 +34,562 +103%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.42M 65,696 +8,317 +14%
ASN
73
Advisory Services Network
Georgia
$2.39M 63,469 +4,743 +8%
Citigroup
74
Citigroup
New York
$2.39M 65,065 +61,043 +1,518%
MFS
75
Mattson Financial Services
Michigan
$2.38M 64,709 -3,742 -5%
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3
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