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Columbia Research Enhanced Core ETF

174 hedge funds and large institutions have $3.59B invested in Columbia Research Enhanced Core ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 32

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

18% more capital invested

Capital invested by funds: $3.04B → $3.59B (+$546M)

12% more funds holding

Funds holding: 156174 (+18)

3.76% less ownership

Funds ownership: 79.81%76.05% (-3.8%)

Holders
174
Holders Change
+18
Holders Change %
+11.54%
% of All Funds
2.12%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.21%
New
30
Increased
103
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
101
&Partners
Tennessee
$948K +$58.2K +1,431 +7%
RWM
102
Riverbend Wealth Management
South Carolina
$938K +$275K +6,756 +42%
CWM
103
Cornerstone Wealth Management
Missouri
$935K +$353K +8,677 +61%
EWP
104
Equity Wealth Partners
Missouri
$909K +$61.8K +1,518 +7%
OPWM
105
Oxinas Partners Wealth Management
Indiana
$907K
MQWP
106
Morey & Quinn Wealth Partners
Nebraska
$900K +$94.7K +2,328 +12%
SF
107
Summit Financial
New Jersey
$840K +$84.3K +2,072 +11%
Truist Financial
108
Truist Financial
North Carolina
$825K +$17.6K +433 +2%
PWM
109
Palumbo Wealth Management
New York
$821K +$10.1K +247 +1%
CWGL
110
Cedrus Wealth Group LLC
Minnesota
$816K +$813K +19,987 New
PIAS
111
PCA Investment Advisory Services
Ohio
$773K +$59.2K +1,454 +8%
GVAG
112
Great Valley Advisor Group
Delaware
$606K +$46.6K +1,145 +8%
LWM
113
Lakeridge Wealth Management
Ohio
$593K +$591K +14,513 New
RA
114
RiverTree Advisors
Florida
$577K -$10.3K -252 -2%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$568K +$483K +11,857 +579%
NA
116
NewEdge Advisors
Louisiana
$557K +$180K +4,430 +48%
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$545K +$339K +8,332 +167%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$530K -$183K -4,506 -26%
NFG
119
Nations Financial Group
Iowa
$523K +$521K +12,800 New
EAM
120
Empirical Asset Management
Massachusetts
$501K -$832K -20,453 -63%
HI
121
Harbour Investments
Wisconsin
$416K +$27.8K +684 +7%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$412K +$411K +10,090 New
SWA
123
Stratos Wealth Advisors
Ohio
$345K
ASN
124
Advisory Services Network
Georgia
$344K -$2.12M -52,101 -86%
JWBC
125
John W. Brooker & Co
California
$342K +$42K +1,033 +14%