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Columbia Research Enhanced Core ETF

39 hedge funds and large institutions have $322M invested in Columbia Research Enhanced Core ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

350% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 4

53% more capital invested

Capital invested by funds: $210M → $322M (+$112M)

44% more funds holding

Funds holding: 2739 (+12)

1.02% more ownership

Funds ownership: 71.21%72.23% (+1%)

Holders
39
Holders Change
+12
Holders Change %
+44.44%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
18
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$84.4M +$50.1M +1,714,066 +170%
Bank of America
2
Bank of America
North Carolina
$57.5M +$7.2M +246,083 +15%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$36.1M +$8.94M +305,474 +35%
Ameriprise
4
Ameriprise
Minnesota
$31.8M -$26M -887,604 -46%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.8M +$20.7M +705,915 +2,310%
Osaic Holdings
6
Osaic Holdings
Arizona
$20.2M +$4.58M +156,439 +32%
GIA
7
Gladstone Institutional Advisory
Florida
$11.6M -$955K -32,639 -8%
FA
8
Fermata Advisors
California
$9.38M -$500K -17,086 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.55M +$855K +29,229 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.35M +$6.07M +207,359 +691%
RJA
11
Raymond James & Associates
Florida
$7.18M +$3.92M +133,926 +137%
NA
12
NewEdge Advisors
Louisiana
$4.22M +$434K +14,820 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.19M +$1.39M +47,462 +54%
Jane Street
14
Jane Street
New York
$3.63M +$2.07M +70,756 +153%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.54M +$402K +13,737 +20%
ASN
16
Advisory Services Network
Georgia
$1.97M +$1.86M +63,513 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.42M +$247K +8,431 +23%
PPWM
18
Paragon Private Wealth Management
Kentucky
$1.13M +$125K +4,264 +13%
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
$1.05M +$95.5K +3,265 +11%
WWM
20
Western Wealth Management
Colorado
$760K +$219K +7,493 +44%
Marshall Wace
21
Marshall Wace
United Kingdom
$558K +$527K +18,023 New
OMC
22
Old Mission Capital
Illinois
$455K +$430K +14,686 New
Morgan Stanley
23
Morgan Stanley
New York
$432K -$271K -9,261 -40%
LA
24
LM Advisors
California
$348K +$302K +10,306 +1,106%
IWM
25
IHT Wealth Management
Illinois
$322K +$304K +10,400 New

RECS Hedge Fund Activity: Q1 2024 in Review

39 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q1 2024, worth a combined $322M — up 53% from $210M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RECS positions and 3 closed out — a net gain of 12 holders — while 18 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $50.1M. The largest seller was Ameriprise, cutting an estimated $26M.

  • 39 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q1 2024, up from 27 in Q4 2023.
  • Funds reported $322M of Columbia Research Enhanced Core ETF stock for Q1 2024, up 53% quarter-over-quarter.
  • 15 funds opened new Columbia Research Enhanced Core ETF positions in Q1 2024 and 3 closed out, a net change of +12 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q1 2024 was LPL Financial, an estimated $50.1M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q1 2024 was Ameriprise, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2024.