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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

137 hedge funds and large institutions have $2.99B invested in Columbia Research Enhanced Core ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+17
Holders Change %
+14.17%
% of All Funds
1.84%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
19
Increased
85
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$613M
2
Ameriprise
Ameriprise
Minnesota
$477M
3
LPL Financial
LPL Financial
California
$398M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$92.6M
5
MAC
Mason & Associates (California)
California
$37.9M

Top Sellers

1
BWP
BlueStem Wealth Partners
Minnesota
$39.1M
2
Bank of America
Bank of America
North Carolina
$163M
3
BW
Balance Wealth
Ohio
$2.01M
4
SWAG
Spectrum Wealth Advisory Group
California
$30.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
51
Davenport & Co
Virginia
$4.82M +$2.3M +62,409 +91%
Mariner
52
Mariner
Kansas
$4.66M +$1.11M +30,292 +31%
LIM
53
Leavell Investment Management
Alabama
$4.62M +$1.31M +35,594 +40%
SFG
54
Snider Financial Group
Washington
$4.56M +$4.56M +123,818 New
BFA
55
Brown Financial Advisors
Ohio
$4.24M -$104K -2,818 -2%
PAG
56
Private Advisor Group
New Jersey
$4.14M +$131K +3,555 +3%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$4.06M -$3.59M -97,709 -47%
WWM
58
Western Wealth Management
Colorado
$4.05M +$119K +3,230 +3%
RFN
59
RDA Financial Network
Iowa
$3.88M +$234K +6,354 +6%
FA
60
Fermata Advisors
California
$3.73M -$27.6K -750 -0.7%
CWM
61
Congress Wealth Management
Massachusetts
$3.65M +$341K +9,269 +10%
Marshall Wace
62
Marshall Wace
United Kingdom
$3.49M +$3.49M +94,953 New
SA
63
Sovran Advisors
California
$3.42M +$853K +23,049 +33%
SPIA
64
Steward Partners Investment Advisory
New York
$3.31M +$401K +10,909 +14%
RPGNY
65
Retirement Planning Group (New York)
New York
$3.31M +$968K +26,311 +41%
DI
66
DAGCO Inc
Ohio
$2.98M +$612K +16,628 +26%
SOS
67
Silver Oak Securities
Tennessee
$2.96M +$79.9K +2,172 +3%
BFF
68
Byrne Financial Freedom
Massachusetts
$2.72M +$2.09M +56,689 +329%
AAS
69
Ameritas Advisory Services
Nebraska
$2.61M +$1.32M +35,767 +102%
EAM
70
Empirical Asset Management
Massachusetts
$2.54M +$34.4K +936 +1%
RIS
71
Richmond Investment Services
Wisconsin
$2.51M +$1.27M +34,562 +103%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.42M +$306K +8,317 +14%
ASN
73
Advisory Services Network
Georgia
$2.39M +$179K +4,743 +8%
Citigroup
74
Citigroup
New York
$2.39M +$2.25M +61,043 +1,518%
MFS
75
Mattson Financial Services
Michigan
$2.38M -$138K -3,742 -5%
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