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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
TSWM
101
Tyler-Stone Wealth Management
Ohio
$338K +$55.6K +1,600 +19%
RA
102
RiverTree Advisors
Florida
$289K -$1.31M -37,547 -81%
FA
103
Fiduciary Alliance
South Carolina
$258K +$270K +7,760 New
HI
104
Harbour Investments
Wisconsin
$241K +$178K +5,116 +240%
CFG
105
Copley Financial Group
California
$234K +$245K +7,038 New
EH
106
Equitable Holdings
New York
$223K +$233K +6,700 New
Comerica Bank
107
Comerica Bank
Texas
$214K +$171K +4,928 +327%
MA
108
MONECO Advisors
Connecticut
$210K -$49.6K -1,427 -18%
Truist Financial
109
Truist Financial
North Carolina
$209K -$49.7K -1,429 -19%
PWM
110
Perigon Wealth Management
California
$208K +$6.09K +175 +3%
Citigroup
111
Citigroup
New York
$134K +$140K +4,022 New
LFG
112
Larson Financial Group
Missouri
$126K +$132K +3,790 New
AAP
113
Arax Advisory Partners
Colorado
$103K +$108K +3,113 New
AF
114
Allworth Financial
California
$45.8K – – –
CFP
115
Comprehensive Financial Planning
Pennsylvania
$35.7K -$35 -1 -0.1%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$33.8K +$7.58K +218 +27%
GK
117
Graney & King
New York
$33.2K – – –
RMP
118
Richards, Merrill & Peterson
Washington
$23.2K – – –
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
$12.8K +$974 +28 +8%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
CA
121
CoreCap Advisors
Michigan
$3.52K -$10.5K -302 -74%
DFA
122
DHJJ Financial Advisors
Illinois
$167 – – –
IAA
123
Independent Advisor Alliance
North Carolina
– -$6.13M -176,981 Closed
Goldman Sachs
124
Goldman Sachs
New York
– -$773K -22,340 Closed
FEM
125
Fulcrum Equity Management
Texas
– -$714K -20,638 Closed
2 3 4
5
6

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.