We are live on ! Find out more
RECS icon

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
VWA
126
Visionary Wealth Advisors
Illinois
$329K +$327K +8,044 New
SHWA
127
Safe Harbor Wealth Advisors
Ohio
$319K +$321K +7,876 New
CCMG
128
Clark Capital Management Group
Pennsylvania
$313K +$312K +7,670 New
CFCI
129
Comprehensive Financial Consultants Institutional
Indiana
$313K +$312K +7,667 New
MA
130
MONECO Advisors
Connecticut
$305K +$74.1K +1,821 +32%
KFSN
131
Keystone Financial Services (Nebraska)
Nebraska
$302K +$24.1K +593 +9%
PWM
132
Perigon Wealth Management
California
$299K +$12K +295 +4%
BCI
133
Brinker Capital Investments
Pennsylvania
$284K +$283K +6,965 New
DJFS
134
Dean Jacobson Financial Services
Texas
$268K +$163 +4 +0.1%
AFP
135
Ausdal Financial Partners
Iowa
$256K +$256K +6,279 New
CFG
136
Copley Financial Group
California
$255K -$4.39K -108 -2%
Comerica Bank
137
Comerica Bank
Texas
$237K +$244 +6 +0.1%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$235K +$234K +5,761 New
BW
139
BostonPremier Wealth
Massachusetts
$226K +$226K +5,544 New
GK
140
Graney & King
New York
$224K +$1.87K +46 +0.8%
GAM
141
Gotham Asset Management
New York
$216K +$215K +5,283 New
IWC
142
Integrated Wealth Concepts
Massachusetts
$211K -$48K -1,179 -19%
FA
143
Fiduciary Alliance
South Carolina
$205K -$68.7K -1,689 -25%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$204K
CWM
145
Concentrum Wealth Management
California
$204K +$203K +5,000 New
KWM
146
Kingsview Wealth Management
Oregon
$202K +$201K +4,950 New
SAG
147
SageView Advisory Group
California
$201K +$200K +4,911 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$190K +$182K +4,463 +2,277%
GRP
149
Global Retirement Partners
California
$146K +$25.9K +637 +22%
TCOV
150
Trust Company of Vermont
Vermont
$105K +$44.5K +1,093 +73%