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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

136 hedge funds and large institutions have $2.98B 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, 26 reducing their positions, and 2 closing their positions.

Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.83%
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
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
BWP
1
BlueStem Wealth Partners
Minnesota
$39.1M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
BW
3
Balance Wealth
Ohio
$2.01M
4
SWAG
4
Spectrum Wealth Advisory Group
California
$30.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.23M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
76
Spirepoint Private Client
Florida
$2.38M 64,672 -6,305 -9%
PW
77
Paladin Wealth
Minnesota
$2.22M 60,269 +1,671 +3%
PPWM
78
Paragon Private Wealth Management
Kentucky
$2.12M 57,620 +6,442 +13%
AWS
79
Atria Wealth Solutions
New York
$2.03M 55,103 +21,111 +62%
BW
80
Balance Wealth
Ohio
$2.01M 54,725 -247,294 -82%
FCP
81
Fidelis Capital Partners
Florida
$1.9M 49,943 +49,943 New
KAS
82
KPP Advisory Services
Kentucky
$1.68M 45,678 +30,252 +196%
LA
83
LM Advisors
California
$1.49M 40,568 +1,013 +3%
PFG
84
Prosperity Financial Group
California
$1.46M 39,656 +9,690 +32%
IC
85
Inscription Capital
Texas
$1.45M 39,399 +39,399 New
PWM
86
Pines Wealth Management
North Carolina
$1.32M 35,328 +3,179 +10%
AWP
87
Axis Wealth Partners
Rhode Island
$1.22M 33,241 +4,017 +14%
BRWA
88
B. Riley Wealth Advisors
Florida
$1.16M 31,536 +31,536 New
DWM
89
Denver Wealth Management
Colorado
$1.13M 30,795 +5,869 +24%
TFS
90
Thoroughbred Financial Services
Tennessee
$1.07M 29,108 +2,820 +11%
Renaissance Technologies
91
Renaissance Technologies
New York
$1.03M 27,900 +27,900 New
MAM
92
MMA Asset Management
Pennsylvania
$918K 24,955 -2,388 -9%
PS
93
Principal Securities
Iowa
$896K 24,351 +13,541 +125%
WIP
94
WealthCare Investment Partners
Rhode Island
$889K 23,778 +3,183 +15%
SSW
95
Smith Shellnut Wilson
Mississippi
$849K 23,069 +4,305 +23%
YIH
96
Y-Intercept (HK)
Hong Kong
$841K 22,849 +22,849 New
OPWM
97
Oxinas Partners Wealth Management
Indiana
$817K 22,200 – –
P
98
&Partners
Tennessee
$757K 20,580 +2,453 +14%
MQWP
99
Morey & Quinn Wealth Partners
Nebraska
$728K 19,785 +4,200 +27%
DIA
100
Dana Investment Advisors
Wisconsin
$697K 18,951 +7,364 +64%
2 3
4
5 6