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Columbia Research Enhanced Core ETF
RECS

122 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, 75 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 15

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

60% more capital invested

Capital invested by funds: $1.14B → $1.81B (+$678M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more funds holding

Funds holding: 108 → 122 (+14)

8.16% more ownership

Funds ownership: 74.22% → 82.37% (+8.2%)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
1.64%
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
75
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$309M
2
GI
Gradient Investments
Minnesota
+$69.8M
3
Bank of America
Bank of America
North Carolina
+$48M
4
Raymond James Financial
Raymond James Financial
Florida
+$40.5M
5
Wells Fargo
Wells Fargo
California
+$31.4M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$10.7M
2
IAA
Independent Advisor Alliance
North Carolina
-$6.13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.54M
4
RA
RiverTree Advisors
Florida
-$1.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$3.54M +$3.7M +106,472 New
FA
52
Fermata Advisors
California
$3.4M +$66.4K +1,909 +2%
RFN
53
RDA Financial Network
Iowa
$3.29M +$7.79K +224 +0.2%
Mariner
54
Mariner
Kansas
$3.2M +$359K +10,317 +12%
Two Sigma Investments
55
Two Sigma Investments
New York
$3.11M -$10.7M -306,600 -77%
LIM
56
Leavell Investment Management
Alabama
$2.99M +$1.93M +55,595 +161%
CWM
57
Congress Wealth Management
Massachusetts
$2.99M +$3.13M +90,009 New
ARC
58
Advisor Resource Council
Texas
$2.75M +$2.88M +82,875 New
AAS
59
Avantax Advisory Services
Texas
$2.68M +$2.81M +80,795 New
SPIA
60
Steward Partners Investment Advisory
New York
$2.63M +$2.24M +64,348 +434%
SOS
61
Silver Oak Securities
Tennessee
$2.59M -$147K -4,215 -5%
SPC
62
Spirepoint Private Client
Florida
$2.36M +$2.47M +70,977 New
DC
63
Davenport & Co
Virginia
$2.28M +$642K +18,465 +37%
MFS
64
Mattson Financial Services
Michigan
$2.27M +$2.38M +68,451 New
EAM
65
Empirical Asset Management
Massachusetts
$2.26M +$57.3K +1,648 +2%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$2.15M +$623K +17,925 +38%
SA
67
Sovran Advisors
California
$2.15M +$1.31M +37,576 +119%
DI
68
DAGCO Inc
Ohio
$2.14M +$733K +21,074 +49%
RPGNY
69
Retirement Planning Group (New York)
New York
$2.12M +$870K +25,025 +65%
ASN
70
Advisory Services Network
Georgia
$1.95M +$1.74M +50,035 +576%
PW
71
Paladin Wealth
Minnesota
$1.95M +$2.04M +58,598 New
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$1.91M -$1.03M -29,624 -34%
PPWM
73
Paragon Private Wealth Management
Kentucky
$1.7M +$477K +13,730 +37%
LA
74
LM Advisors
California
$1.31M +$587K +16,877 +74%
AAS
75
Ameritas Advisory Services
Nebraska
$1.21M +$148K +4,251 +14%
1 2
3
4 5

RECS Hedge Fund Activity: Q1 2025 in Review

122 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q1 2025, worth a combined $1.81B — up 60% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RECS positions and 8 closed out — a net gain of 17 holders — while 75 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $309M. The largest seller was Two Sigma Investments, cutting an estimated $10.7M.

  • 122 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q1 2025, up from 108 in Q4 2024.
  • Funds reported $1.81B of Columbia Research Enhanced Core ETF stock for Q1 2025, up 60% quarter-over-quarter.
  • 25 funds opened new Columbia Research Enhanced Core ETF positions in Q1 2025 and 8 closed out, a net change of +17 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q1 2025 was Ameriprise, an estimated $309M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q1 2025 was Two Sigma Investments, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2025.