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Columbia Research Enhanced Core ETF
RECS

108 hedge funds and large institutions have $1.14B invested in Columbia Research Enhanced Core ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 5

500% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 8

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

61% more funds holding

Funds holding: 67 → 108 (+41)

55% more capital invested

Capital invested by funds: $735M → $1.14B (+$402M)

1.11% more ownership

Funds ownership: 73.11% → 74.22% (+1.1%)

Holders
108
Holders Change
+41
Holders Change %
+61.19%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
50
Increased
48
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$74M
2
DA
Drake & Associates
Wisconsin
+$27.7M
3
TW
Trajan Wealth
Arizona
+$18.9M
4
Morgan Stanley
Morgan Stanley
New York
+$18.2M
5
Bank of America
Bank of America
North Carolina
+$17M

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$3.22M
2
Ameriprise
Ameriprise
Minnesota
-$2.9M
3
GIA
Gladstone Institutional Advisory
Florida
-$2.78M
4
FA
Fermata Advisors
California
-$2.44M
5
Jane Street
Jane Street
New York
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
51
RiverTree Advisors
Florida
$1.6M +$1.62M +46,242 New
DI
52
DAGCO Inc
Ohio
$1.5M +$1.52M +43,283 New
JP Morgan Chase
53
JP Morgan Chase
New York
$1.41M +$636K +18,114 +80%
KW
54
KWB Wealth
California
$1.39M +$1.44M +41,061 New
RPGNY
55
Retirement Planning Group (New York)
New York
$1.35M +$1.36M +38,707 New
PPWM
56
Paragon Private Wealth Management
Kentucky
$1.3M +$24.7K +704 +2%
LIM
57
Leavell Investment Management
Alabama
$1.19M +$769K +21,916 +174%
RIS
58
Richmond Investment Services
Wisconsin
$1.12M +$1.13M +32,302 New
SA
59
Sovran Advisors
California
$1.09M +$1.11M +31,709 New
AAS
60
Ameritas Advisory Services
Nebraska
$1.07M +$1.08M +30,802 New
AWP
61
Axis Wealth Partners
Rhode Island
$996K +$1.01M +28,784 New
MAM
62
MMA Asset Management
Pennsylvania
$995K +$1.01M +28,732 New
BRWA
63
B. Riley Wealth Advisors
Florida
$941K +$131K +3,734 +16%
SA
64
Sanctuary Advisors
Indiana
$896K +$40.6K +1,158 +5%
AWS
65
Atria Wealth Solutions
New York
$798K +$587K +16,725 +264%
LA
66
LM Advisors
California
$785K +$219K +6,232 +38%
Goldman Sachs
67
Goldman Sachs
New York
$773K +$784K +22,340 New
OPWM
68
Oxinas Partners Wealth Management
Indiana
$769K +$779K +22,200 New
FEM
69
Fulcrum Equity Management
Texas
$714K -$45K -1,283 -6%
OMC
70
Old Mission Capital
Illinois
$658K +$251K +7,149 +60%
PFG
71
Prosperity Financial Group
California
$640K +$67.3K +1,919 +12%
Citadel Advisors
72
Citadel Advisors
Florida
$608K +$616K +17,557 New
PWM
73
Pines Wealth Management
North Carolina
$582K +$594K +16,935 New
FZCM
74
Flynn Zito Capital Management
New York
$543K +$550K +15,674 New
SPIA
75
Steward Partners Investment Advisory
New York
$513K +$454K +12,930 +682%
1 2
3
4 5

RECS Hedge Fund Activity: Q4 2024 in Review

108 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q4 2024, worth a combined $1.14B — up 55% from $735M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RECS positions and 5 closed out — a net gain of 45 holders — while 48 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $74M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $3.22M sold.

  • 108 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $1.14B of Columbia Research Enhanced Core ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 50 funds opened new Columbia Research Enhanced Core ETF positions in Q4 2024 and 5 closed out, a net change of +45 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q4 2024 was LPL Financial, an estimated $74M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2024.