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Columbia Research Enhanced Core ETF

67 hedge funds and large institutions have $735M invested in Columbia Research Enhanced Core ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
37
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$340K +$113K +3,340 +50%
TSWM
52
Tyler-Stone Wealth Management
Ohio
$288K +$149K +4,397 +107%
PVI
53
Pine Valley Investments
New Jersey
$263K +$263K +7,758 New
RJT
54
Raymond James Trust
Florida
$262K +$23.7K +700 +10%
Truist Financial
55
Truist Financial
North Carolina
$257K +$257K +7,573 New
AWS
56
Atria Wealth Solutions
New York
$214K +$214K +6,325 New
PS
57
Principal Securities
Iowa
$214K +$1.39K +41 +0.7%
HI
58
Harbour Investments
Wisconsin
$80.7K -$97.9K -2,888 -55%
SPIA
59
Steward Partners Investment Advisory
New York
$64.3K +$64.3K +1,897 New
AF
60
Allworth Financial
California
$48.1K +$48.1K +1,417 New
Comerica Bank
61
Comerica Bank
Texas
$34.7K +$9.39K +277 +37%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$18.3K +$11.5K +340 +170%
MSFP
63
Mark Sheptoff Financial Planning
Connecticut
$10.2K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$7K
UBS Group
65
UBS Group
Switzerland
$5.49K +$5.49K +162 New
CCM
66
Chilton Capital Management
Texas
$2.1K +$2.1K +62 New
DFA
67
DHJJ Financial Advisors
Illinois
$170
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
-$24M -743,616 Closed
MAM
69
MMA Asset Management
Pennsylvania
-$1.02M -31,541 Closed
Marshall Wace
70
Marshall Wace
United Kingdom
-$677K -20,982 Closed
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
-$37.1K -1,150 Closed
NECFA
72
New England Capital Financial Advisors
Connecticut
-$710 -22 Closed