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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

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.

Holders
108
Holders Change
+41
Holders Change %
+61.19%
% of All Funds
1.44%
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

1
LPL Financial
1
LPL Financial
California
$280M
2
DA
2
Drake & Associates
Wisconsin
$28M
3
TW
3
Trajan Wealth
Arizona
$18.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.6M
5
Bank of America
5
Bank of America
North Carolina
$123M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
Ameriprise
2
Ameriprise
Minnesota
$59.2M
3
GIA
3
Gladstone Institutional Advisory
Florida
$13.4M
4
Jane Street
4
Jane Street
New York
$0
5
FA
5
Fermata Advisors
California
$3.47M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
51
RiverTree Advisors
Florida
$1.6M 46,242 +46,242 New
DI
52
DAGCO Inc
Ohio
$1.5M 43,283 +43,283 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.41M 40,739 +18,114 +80%
KW
54
KWB Wealth
California
$1.39M 41,061 +41,061 New
RPGNY
55
Retirement Planning Group (New York)
New York
$1.35M 38,707 +38,707 New
PPWM
56
Paragon Private Wealth Management
Kentucky
$1.3M 37,448 +704 +2%
LIM
57
Leavell Investment Management
Alabama
$1.19M 34,505 +21,916 +174%
RIS
58
Richmond Investment Services
Wisconsin
$1.12M 32,302 +32,302 New
SA
59
Sovran Advisors
California
$1.09M 31,709 +31,709 New
AAS
60
Ameritas Advisory Services
Nebraska
$1.07M 30,802 +30,802 New
AWP
61
Axis Wealth Partners
Rhode Island
$996K 28,784 +28,784 New
MAM
62
MMA Asset Management
Pennsylvania
$995K 28,732 +28,732 New
BRWA
63
B. Riley Wealth Advisors
Florida
$941K 27,171 +3,734 +16%
SA
64
Sanctuary Advisors
Indiana
$896K 25,046 +1,158 +5%
AWS
65
Atria Wealth Solutions
New York
$798K 23,050 +16,725 +264%
LA
66
LM Advisors
California
$785K 22,678 +6,232 +38%
Goldman Sachs
67
Goldman Sachs
New York
$773K 22,340 +22,340 New
OPWM
68
Oxinas Partners Wealth Management
Indiana
$769K 22,200 +22,200 New
FEM
69
Fulcrum Equity Management
Texas
$714K 20,638 -1,283 -6%
OMC
70
Old Mission Capital
Illinois
$658K 19,011 +7,149 +60%
PFG
71
Prosperity Financial Group
California
$640K 18,489 +1,919 +12%
Citadel Advisors
72
Citadel Advisors
Florida
$608K 17,557 +17,557 New
PWM
73
Pines Wealth Management
North Carolina
$582K 16,935 +16,935 New
FZCM
74
Flynn Zito Capital Management
New York
$543K 15,674 +15,674 New
SPIA
75
Steward Partners Investment Advisory
New York
$513K 14,827 +12,930 +682%
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