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Columbia Research Enhanced Core ETF

23 hedge funds and large institutions have $193M invested in Columbia Research Enhanced Core ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

53% more funds holding

Funds holding: 1523 (+8)

13% more capital invested

Capital invested by funds: $171M → $193M (+$22.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.15% less ownership

Funds ownership: 84.87%80.72% (-4.2%)

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$63.4M -$4.1M -158,084 -6%
AWA
2
Amplius Wealth Advisors
Pennsylvania
$42.3M -$4.94M -190,197 -10%
Bank of America
3
Bank of America
North Carolina
$31.1M +$4.02M +154,659 +14%
LPL Financial
4
LPL Financial
California
$22M +$14.5M +557,969 +176%
GIA
5
Gladstone Institutional Advisory
Florida
$9.71M +$10M +386,461 New
Osaic Holdings
6
Osaic Holdings
Arizona
$7.59M +$7.5M +288,744 +2,158%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.03M +$503K +19,365 +9%
NA
8
NewEdge Advisors
Louisiana
$2.31M +$2.38M +91,806 +30,602%
RJA
9
Raymond James & Associates
Florida
$2.07M +$794K +30,590 +59%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.82M +$1.47M +56,699 +358%
KWM
11
Kingsview Wealth Management
Oregon
$1.04M +$1.07M +41,248 New
PPWM
12
Paragon Private Wealth Management
Kentucky
$749K +$398K +15,322 +106%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$614K +$129K +4,968 +26%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$444K +$84.4K +3,250 +23%
WWM
15
Western Wealth Management
Colorado
$433K +$13K +500 +3%
Jane Street
16
Jane Street
New York
$421K -$6.94M -267,320 -94%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$377K +$390K +15,005 New
HGERS
18
Householder Group Estate & Retirement Specialist
Arizona
$365K +$377K +14,537 New
Morgan Stanley
19
Morgan Stanley
New York
$297K +$306K +11,802 New
Marshall Wace
20
Marshall Wace
United Kingdom
$256K +$265K +10,194 New
UBS Group
21
UBS Group
Switzerland
$46.8K +$40K +1,542 +482%
TSWM
22
Tyler-Stone Wealth Management
Ohio
$17K +$17.7K +680 New
DFA
23
DHJJ Financial Advisors
Illinois
$126 +$130 +5 New

RECS Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q3 2023, worth a combined $193M — up 13% from $171M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RECS positions and 0 closed out — a net gain of 8 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.5M. The largest seller was Jane Street, cutting an estimated $6.94M.

  • 23 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q3 2023, up from 15 in Q2 2023.
  • Funds reported $193M of Columbia Research Enhanced Core ETF stock for Q3 2023, up 13% quarter-over-quarter.
  • 8 funds opened new Columbia Research Enhanced Core ETF positions in Q3 2023 and 0 closed out, a net change of +8 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q3 2023 was LPL Financial, an estimated $14.5M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q3 2023 was Jane Street, an estimated $6.94M sold.

Based on aggregated 13F filings for Q3 2023.