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Columbia Research Enhanced Core ETF

156 hedge funds and large institutions have $3.04B invested in Columbia Research Enhanced Core ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

184% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 31

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

12% more funds holding

Funds holding: 139156 (+17)

1% more capital invested

Capital invested by funds: $3.01B → $3.04B (+$32.9M)

20.19% less ownership

Funds ownership: 100%79.81% (-20%)

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.05%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
26
Increased
88
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
101
Equity Wealth Partners
Missouri
$837K +$799K +20,745 New
PWM
102
Palumbo Wealth Management
New York
$801K +$306K +7,941 +67%
Truist Financial
103
Truist Financial
North Carolina
$798K +$445K +11,539 +140%
MQWP
104
Morey & Quinn Wealth Partners
Nebraska
$795K -$2.74K -71 -0.4%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$792K +$33.5K +868 +5%
YIH
106
Y-Intercept (HK)
Hong Kong
$790K -$126K -3,279 -14%
SF
107
Summit Financial
New Jersey
$747K +$713K +18,508 New
PIAS
108
PCA Investment Advisory Services
Ohio
$705K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$701K +$670K +17,385 New
GFG
110
Goldstone Financial Group
Illinois
$666K +$636K +16,494 New
RWM
111
Riverbend Wealth Management
South Carolina
$655K +$54.7K +1,419 +10%
RA
112
RiverTree Advisors
Florida
$580K +$239K +6,195 +76%
CWM
113
Cornerstone Wealth Management
Missouri
$574K -$17.7K -460 -3%
GVAG
114
Great Valley Advisor Group
Delaware
$553K -$23.1K -600 -4%
Citadel Advisors
115
Citadel Advisors
Florida
$486K -$197K -5,113 -30%
FIA
116
Foundations Investment Advisors
Arizona
$453K +$433K +11,231 New
HI
117
Harbour Investments
Wisconsin
$383K +$50.1K +1,299 +16%
NA
118
NewEdge Advisors
Louisiana
$372K -$13.4M -348,542 -97%
SWA
119
Stratos Wealth Advisors
Ohio
$340K -$16.1K -418 -5%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$299K +$285K +7,400 New
JWBC
121
John W. Brooker & Co
California
$296K +$283K +7,331 New
PWM
122
Perigon Wealth Management
California
$283K +$3.7K +96 +1%
KFSN
123
Keystone Financial Services (Nebraska)
Nebraska
$275K +$4.28K +111 +2%
FA
124
Fiduciary Alliance
South Carolina
$271K -$6.78K -176 -3%
DJFS
125
Dean Jacobson Financial Services
Texas
$265K +$253K +6,559 New