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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

120 hedge funds and large institutions have $1.81B invested in Columbia Research Enhanced Core ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.63%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
25
Increased
74
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$352M
2
GI
2
Gradient Investments
Minnesota
$66.7M
3
Bank of America
3
Bank of America
North Carolina
$163M
4
Raymond James Financial
4
Raymond James Financial
Florida
$91.3M
5
Wells Fargo
5
Wells Fargo
California
$30.2M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$3.11M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.79M
4
RA
4
RiverTree Advisors
Florida
$289K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Fermata Advisors
California
$3.4M +$63.4K +1,909 +2%
RFN
52
RDA Financial Network
Iowa
$3.29M +$7.44K +224 +0.2%
Mariner
53
Mariner
Kansas
$3.2M +$343K +10,317 +12%
Two Sigma Investments
54
Two Sigma Investments
New York
$3.11M -$10.2M -306,600 -77%
LIM
55
Leavell Investment Management
Alabama
$2.99M +$1.85M +55,595 +161%
CWM
56
Congress Wealth Management
Massachusetts
$2.99M +$2.99M +90,009 New
ARC
57
Advisor Resource Council
Texas
$2.75M +$2.75M +82,875 New
AAS
58
Avantax Advisory Services
Texas
$2.68M +$2.68M +80,795 New
SPIA
59
Steward Partners Investment Advisory
New York
$2.63M +$2.14M +64,348 +434%
SOS
60
Silver Oak Securities
Tennessee
$2.59M -$139K -4,215 -5%
SPC
61
Spirepoint Private Client
Florida
$2.36M +$2.36M +70,977 New
DC
62
Davenport & Co
Virginia
$2.28M +$613K +18,465 +37%
MFS
63
Mattson Financial Services
Michigan
$2.27M +$2.27M +68,451 New
EAM
64
Empirical Asset Management
Massachusetts
$2.26M +$54.7K +1,648 +2%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$2.15M +$595K +17,925 +38%
SA
66
Sovran Advisors
California
$2.15M +$1.17M +37,576 +119%
DI
67
DAGCO Inc
Ohio
$2.14M +$700K +21,074 +49%
RPGNY
68
Retirement Planning Group (New York)
New York
$2.12M +$831K +25,025 +65%
ASN
69
Advisory Services Network
Georgia
$1.95M +$1.66M +50,035 +576%
PW
70
Paladin Wealth
Minnesota
$1.95M +$1.95M +58,598 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$1.91M -$984K -29,624 -34%
PPWM
72
Paragon Private Wealth Management
Kentucky
$1.7M +$456K +13,730 +37%
LA
73
LM Advisors
California
$1.31M +$561K +16,877 +74%
AAS
74
Ameritas Advisory Services
Nebraska
$1.21M +$146K +4,251 +14%
AWS
75
Atria Wealth Solutions
New York
$1.13M +$363K +10,942 +47%
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