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Columbia Research Enhanced Core ETF

27 hedge funds and large institutions have $210M invested in Columbia Research Enhanced Core ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
15
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$53M 1,913,603 -610,788 -24%
Bank of America
2
Bank of America
North Carolina
$44.6M 1,609,047 +373,234 +30%
LPL Financial
3
LPL Financial
California
$28M 1,010,749 +135,787 +16%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$23.8M 860,497 -820,692 -49%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.7M 494,511 +192,384 +64%
GIA
6
Gladstone Institutional Advisory
Florida
$11.3M 407,391 +20,930 +5%
FA
7
Fermata Advisors
California
$8.87M 320,019 +320,019 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.84M 246,784 +6,993 +3%
NA
9
NewEdge Advisors
Louisiana
$3.45M 121,477 +29,371 +32%
RJA
10
Raymond James & Associates
Florida
$2.71M 97,970 +15,608 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.43M 87,838 +15,284 +21%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.89M 68,348 +68,348 New
Jane Street
13
Jane Street
New York
$1.28M 46,289 +29,521 +176%
Two Sigma Investments
14
Two Sigma Investments
New York
$1.11M 40,100 +40,100 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.04M 37,459 +37,459 New
PPWM
16
Paragon Private Wealth Management
Kentucky
$896K 32,332 +2,546 +9%
HGERS
17
Householder Group Estate & Retirement Specialist
Arizona
$850K 30,698 +16,161 +111%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$847K 30,557 +30,557 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$832K 30,008 +5,561 +23%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$670K 24,161 +9,156 +61%
Morgan Stanley
21
Morgan Stanley
New York
$643K 23,204 +11,402 +97%
WWM
22
Western Wealth Management
Colorado
$472K 17,026 -189 -1%
BRWA
23
B. Riley Wealth Advisors
Florida
$254K 9,175 +9,175 New
MML Investors Services
24
MML Investors Services
Massachusetts
$204K 7,371 +7,371 New
TSWM
25
Tyler-Stone Wealth Management
Ohio
$54.9K 1,980 +1,300 +191%