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Columbia Research Enhanced Core ETF
RECS

15 hedge funds and large institutions have $171M invested in Columbia Research Enhanced Core ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

196% more capital invested

Capital invested by funds: $57.7M → $171M (+$113M)

50% more funds holding

Funds holding: 10 → 15 (+5)

10.91% more ownership

Funds ownership: 73.97% → 84.87% (+11%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$46.1M
2
Ameriprise
Ameriprise
Minnesota
+$30M
3
Bank of America
Bank of America
North Carolina
+$11.7M
4
LPL Financial
LPL Financial
California
+$7.5M
5
Jane Street
Jane Street
New York
+$5.66M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$225K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$81K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$69.3M +$30M +1,219,553 +83%
AWA
2
Amplius Wealth Advisors
Pennsylvania
$48.4M +$46.1M +1,871,386 New
Bank of America
3
Bank of America
North Carolina
$27.9M +$11.7M +473,642 +78%
LPL Financial
4
LPL Financial
California
$8.19M +$7.5M +304,656 +2,469%
Jane Street
5
Jane Street
New York
$7.34M +$5.66M +229,941 +425%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.7M -$81K -3,289 -1%
RJA
7
Raymond James & Associates
Florida
$1.34M +$1.27M +51,772 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$504K +$480K +19,479 New
WWM
9
Western Wealth Management
Colorado
$432K +$412K +16,715 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$410K +$390K +15,855 New
PPWM
11
Paragon Private Wealth Management
Kentucky
$374K +$10.1K +410 +3%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$373K +$143K +5,800 +67%
Osaic Holdings
13
Osaic Holdings
Arizona
$346K +$53.8K +2,184 +20%
UBS Group
14
UBS Group
Switzerland
$8.27K +$5.42K +220 +220%
NA
15
NewEdge Advisors
Louisiana
$7.75K +$7.39K +300 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$225K -9,364 Closed

RECS Hedge Fund Activity: Q2 2023 in Review

15 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q2 2023, worth a combined $171M — up 196% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RECS positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $46.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $225K sold.

  • 15 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q2 2023, up from 10 in Q1 2023.
  • Funds reported $171M of Columbia Research Enhanced Core ETF stock for Q2 2023, up 196% quarter-over-quarter.
  • 6 funds opened new Columbia Research Enhanced Core ETF positions in Q2 2023 and 1 closed out, a net change of +5 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q2 2023 was Amplius Wealth Advisors, an estimated $46.1M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q2 2023 was Susquehanna International Group, an estimated $225K sold.

Based on aggregated 13F filings for Q2 2023.