Columbia Research Enhanced Core ETF
RECS
10 hedge funds and large institutions have $57.7M invested in Columbia Research Enhanced Core ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
37% more capital invested
Capital invested by funds: $42.2M → $57.7M (+$15.5M)
0.52% more ownership
Funds ownership: 73.45% → 73.97% (+0.52%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.43M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.56M |
| 4 |
PPWM
Paragon Private Wealth Management
Lexington,
Kentucky
|
+$331K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.59M |
| 2 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$524K |
| 3 |
LPL Financial
San Diego,
California
|
-$202K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $35.1M | +$13.5M | +572,543 | +64% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $14.6M | +$2.43M | +103,157 | +20% |
|
|
RJFSA
3
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $5.37M | +$1.56M | +66,119 | +42% |
|
|
4
Jane Street
New York
| $1.3M | -$4.59M | -195,098 | -78% |
|
|
PPWM
5
Paragon Private Wealth Management
Lexington,
Kentucky
| $337K | +$331K | +14,054 | New |
|
|
6
LPL Financial
San Diego,
California
| $296K | -$202K | -8,570 | -41% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $269K | -$34.8K | -1,480 | -12% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $225K | +$220K | +9,364 | New |
|
|
JMPWA
9
JP Morgan Private Wealth Advisors
San Francisco,
California
| $207K | +$203K | +8,621 | New |
|
10
UBS Group
Zurich,
Switzerland
| $2.4K | +$2.35K | +100 | New |
|
|
EAM
11
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$524K | -23,044 | Closed |
|
RECS Hedge Fund Activity: Q1 2023 in Review
10 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q1 2023, worth a combined $57.7M — up 37% from $42.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RECS positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Ameriprise, adding an estimated $13.5M. The largest seller was Jane Street, cutting an estimated $4.59M.
- 10 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q1 2023, up from 7 in Q4 2022.
- Funds reported $57.7M of Columbia Research Enhanced Core ETF stock for Q1 2023, up 37% quarter-over-quarter.
- 4 funds opened new Columbia Research Enhanced Core ETF positions in Q1 2023 and 1 closed out, a net change of +3 holders.
- The largest Columbia Research Enhanced Core ETF buyer in Q1 2023 was Ameriprise, an estimated $13.5M added.
- The largest Columbia Research Enhanced Core ETF seller in Q1 2023 was Jane Street, an estimated $4.59M sold.
Based on aggregated 13F filings for Q1 2023.