RECS icon

Columbia Research Enhanced Core ETF

138 hedge funds and large institutions have $3B invested in Columbia Research Enhanced Core ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MQWP
101
Morey & Quinn Wealth Partners
Nebraska
$728K
DIA
102
Dana Investment Advisors
Wisconsin
$697K
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$690K
PIAS
104
PCA Investment Advisory Services
Ohio
$643K
Citadel Advisors
105
Citadel Advisors
Florida
$631K
RWM
106
Riverbend Wealth Management
South Carolina
$545K
CWM
107
Cornerstone Wealth Management
Missouri
$540K
GVAG
108
Great Valley Advisor Group
Delaware
$526K
EH
109
Equitable Holdings
New York
$457K
PWM
110
Palumbo Wealth Management
New York
$438K
CMS
111
Capital Market Strategies
Florida
$388K
TSWM
112
Tyler-Stone Wealth Management
Ohio
$378K
SWA
113
Stratos Wealth Advisors
Ohio
$326K
Truist Financial
114
Truist Financial
North Carolina
$303K
HI
115
Harbour Investments
Wisconsin
$302K
RA
116
RiverTree Advisors
Florida
$301K
AFG
117
Atomi Financial Group
New York
$260K
PWM
118
Perigon Wealth Management
California
$255K
FA
119
Fiduciary Alliance
South Carolina
$253K
KFSN
120
Keystone Financial Services (Nebraska)
Nebraska
$246K
CFG
121
Copley Financial Group
California
$244K
MA
122
MONECO Advisors
Connecticut
$218K
IWC
123
Integrated Wealth Concepts
Massachusetts
$218K
GK
124
Graney & King
New York
$200K
Comerica Bank
125
Comerica Bank
Texas
$174K