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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 %
MQWP
76
Morey & Quinn Wealth Partners
Nebraska
$497K 14,359 +14,359 New
WIP
77
WealthCare Investment Partners
Rhode Island
$471K 13,583 +1,028 +8%
DIA
78
Dana Investment Advisors
Wisconsin
$379K 10,945 +10,945 New
PS
79
Principal Securities
Iowa
$374K 10,810 +4,492 +71%
PVI
80
Pine Valley Investments
New Jersey
$359K 10,383 +2,625 +34%
PIAS
81
PCA Investment Advisory Services
Ohio
$351K 10,133 +10,133 New
P
82
&Partners
Tennessee
$345K 9,847 +9,847 New
ASN
83
Advisory Services Network
Georgia
$301K 8,691 -55,968 -87%
TSWM
84
Tyler-Stone Wealth Management
Ohio
$296K 8,564 +70 +0.8%
RWM
85
Riverbend Wealth Management
South Carolina
$282K 8,149 +8,149 New
MA
86
MONECO Advisors
Connecticut
$268K 7,742 +7,742 New
Truist Financial
87
Truist Financial
North Carolina
$267K 7,721 +148 +2%
BW
88
Bison Wealth
Georgia
$237K 6,849 +6,849 New
Wells Fargo
89
Wells Fargo
California
$231K 6,666 +6,666 New
BFF
90
Byrne Financial Freedom
Massachusetts
$215K 6,214 +6,214 New
TWM
91
TCFG Wealth Management
California
$214K 6,184 +6,184 New
PWM
92
Perigon Wealth Management
California
$213K 6,086 +6,086 New
AF
93
Advisornet Financial
Minnesota
$182K 5,259 +5,259 New
GRP
94
Global Retirement Partners
California
$92.4K 2,670 +2,670 New
HI
95
Harbour Investments
Wisconsin
$73.9K 2,134 -245 -10%
AG
96
AmeriFlex Group
Nevada
$68.3K 1,920 +1,920 New
Comerica Bank
97
Comerica Bank
Texas
$52.1K 1,506 +484 +47%
AF
98
Allworth Financial
California
$50.8K 1,417 – –
UBS Group
99
UBS Group
Switzerland
$50.3K 1,453 +1,291 +797%
US Bancorp
100
US Bancorp
Minnesota
$42.4K 1,224 +1,224 New
1 2 3
4
5