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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 %
SPC
76
Spirepoint Private Client
Florida
$2.38M -$232K -6,305 -9%
PW
77
Paladin Wealth
Minnesota
$2.22M +$61.5K +1,671 +3%
PPWM
78
Paragon Private Wealth Management
Kentucky
$2.12M +$237K +6,442 +13%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.05M -$2.15M -58,433 -51%
AWS
80
Atria Wealth Solutions
New York
$2.03M +$777K +21,111 +62%
BW
81
Balance Wealth
Ohio
$2.01M -$9.1M -247,294 -82%
FCP
82
Fidelis Capital Partners
Florida
$1.9M +$1.9M +49,943 New
KAS
83
KPP Advisory Services
Kentucky
$1.68M +$1.11M +30,252 +196%
LA
84
LM Advisors
California
$1.49M +$37.3K +1,013 +3%
PFG
85
Prosperity Financial Group
California
$1.46M +$356K +9,690 +32%
IC
86
Inscription Capital
Texas
$1.45M +$1.45M +39,399 New
PWM
87
Pines Wealth Management
North Carolina
$1.32M +$119K +3,179 +10%
AWP
88
Axis Wealth Partners
Rhode Island
$1.22M +$148K +4,017 +14%
BRWA
89
B. Riley Wealth Advisors
Florida
$1.16M +$1.16M +31,536 New
DWM
90
Denver Wealth Management
Colorado
$1.13M +$216K +5,869 +24%
TFS
91
Thoroughbred Financial Services
Tennessee
$1.07M +$104K +2,820 +11%
Renaissance Technologies
92
Renaissance Technologies
New York
$1.03M +$1.03M +27,900 New
MAM
93
MMA Asset Management
Pennsylvania
$918K -$87.9K -2,388 -9%
PS
94
Principal Securities
Iowa
$896K +$498K +13,541 +125%
WIP
95
WealthCare Investment Partners
Rhode Island
$889K +$119K +3,183 +15%
SSW
96
Smith Shellnut Wilson
Mississippi
$849K +$158K +4,305 +23%
YIH
97
Y-Intercept (HK)
Hong Kong
$841K +$841K +22,849 New
OPWM
98
Oxinas Partners Wealth Management
Indiana
$817K – – –
P
99
&Partners
Tennessee
$757K +$90.2K +2,453 +14%
MQWP
100
Morey & Quinn Wealth Partners
Nebraska
$728K +$155K +4,200 +27%
2 3
4
5 6