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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
IWC
126
Integrated Wealth Concepts
Massachusetts
$256K +$17K +442 +7%
CFG
127
Copley Financial Group
California
$256K -$11.3K -292 -4%
CCAL
128
City Center Advisors LLC
Michigan
$244K +$234K +6,059 New
FEM
129
Fulcrum Equity Management
Texas
$244K +$234K +6,059 New
IWM
130
Iams Wealth Management
Nebraska
$240K +$229K +5,937 New
Comerica Bank
131
Comerica Bank
Texas
$234K +$41.2K +1,068 +23%
MA
132
MONECO Advisors
Connecticut
$228K -$10.1K -262 -4%
GK
133
Graney & King
New York
$220K
Bank of New York Mellon
134
Bank of New York Mellon
New York
$202K +$193K +5,002 New
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$202K +$193K +5,001 New
PTC
136
Private Trust Company
Ohio
$140K
TWM
137
Tripletail Wealth Management
Florida
$126K +$120K +3,116 New
GRP
138
Global Retirement Partners
California
$119K +$8.29K +215 +8%
AAP
139
Arax Advisory Partners
Colorado
$111K +$11.5K +299 +13%
LFG
140
Larson Financial Group
Missouri
$91.9K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$82.7K -$5.13K -133 -6%
TCOV
142
Trust Company of Vermont
Vermont
$60.1K +$57.4K +1,489 New
AF
143
Allworth Financial
California
$57.2K -$21K -544 -28%
CFP
144
Comprehensive Financial Planning
Pennsylvania
$40.6K
RFP
145
Root Financial Partners
California
$38.7K +$36.9K +958 New
MCM
146
MAI Capital Management
Ohio
$38.1K +$36.4K +945 New
AIC
147
Archer Investment Corporation
Indiana
$26.2K +$25K +649 New
RCM
148
Richardson Capital Management
Wisconsin
$24.2K +$23.1K +600 New
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$15.5K
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$8.76K +$8.36K +217 New