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Columbia Research Enhanced Core ETF

53 hedge funds and large institutions have $501M invested in Columbia Research Enhanced Core ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

56% more capital invested

Capital invested by funds: $322M → $501M (+$179M)

36% more funds holding

Funds holding: 3953 (+14)

1.38% more ownership

Funds ownership: 72.23%73.61% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+14
Holders Change %
+35.9%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$128M +$38.2M +1,230,279 +45%
Ameriprise
2
Ameriprise
Minnesota
$86.5M +$51.3M +1,653,318 +161%
Bank of America
3
Bank of America
North Carolina
$79.6M +$19M +612,993 +33%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$32.9M -$4.5M -144,959 -12%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$24M +$222K +7,144 +1%
SWP
6
Stratos Wealth Partners
Ohio
$19.1M +$18.4M +593,198 New
Morgan Stanley
7
Morgan Stanley
New York
$15.6M +$14.6M +469,312 +3,366%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.2M -$6.53M -210,271 -32%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.3M +$5.41M +174,210 +73%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.5M +$7.79M +251,030 +186%
GIA
11
Gladstone Institutional Advisory
Florida
$12M -$43.6K -1,403 -0.4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.2M +$1.24M +39,958 +14%
NA
13
NewEdge Advisors
Louisiana
$8.58M +$4.02M +129,460 +95%
RJA
14
Raymond James & Associates
Florida
$7.9M +$403K +12,989 +6%
B
15
Bensler
Washington
$6.45M +$6.21M +199,870 New
FA
16
Fermata Advisors
California
$5.63M -$3.99M -128,417 -42%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.86M +$205K +6,596 +8%
ASN
18
Advisory Services Network
Georgia
$2.09M +$35.6K +1,146 +2%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.97M +$1.9M +61,200 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.68M +$195K +6,266 +14%
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$1.32M +$217K +6,984 +21%
WIA
22
World Investment Advisors
California
$1.22M +$1.17M +37,769 New
PPWM
23
Paragon Private Wealth Management
Kentucky
$1.21M +$28.5K +917 +3%
PAG
24
Private Advisor Group
New Jersey
$1.16M +$905K +29,147 +432%
IWP
25
IAG Wealth Partners
Wisconsin
$1.1M +$1.06M +34,082 New

RECS Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q2 2024, worth a combined $501M — up 56% from $322M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RECS positions and 1 closed out — a net gain of 15 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.3M. The largest seller was Osaic Holdings, cutting an estimated $6.53M.

  • 53 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $501M of Columbia Research Enhanced Core ETF stock for Q2 2024, up 56% quarter-over-quarter.
  • 16 funds opened new Columbia Research Enhanced Core ETF positions in Q2 2024 and 1 closed out, a net change of +15 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q2 2024 was Ameriprise, an estimated $51.3M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q2 2024 was Osaic Holdings, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2024.