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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

67 hedge funds and large institutions have $735M invested in Columbia Research Enhanced Core ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
37
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$203M
2
SIM
2
Stratos Investment Management
Ohio
$32.5M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$27.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$60.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.39M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$767K
5
MAM
5
MMA Asset Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$203M 5,984,602 +2,029,508 +51%
Bank of America
2
Bank of America
North Carolina
$104M 3,058,178 +590,055 +24%
Ameriprise
3
Ameriprise
Minnesota
$60.8M 1,793,326 -885,991 -33%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$41.3M 1,217,034 +196,022 +19%
Morgan Stanley
5
Morgan Stanley
New York
$39.8M 1,175,143 +691,888 +143%
SWP
6
Stratos Wealth Partners
Ohio
$38.4M 1,132,623 +539,425 +91%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$32.6M 960,037 +644,066 +204%
SIM
8
Stratos Investment Management
Ohio
$32.5M 958,405 +958,405 New
SWAG
9
Spectrum Wealth Advisory Group
California
$27.6M 814,229 +814,229 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.7M 580,403 +168,826 +41%
GIA
11
Gladstone Institutional Advisory
Florida
$15.8M 465,199 +91,850 +25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.3M 420,652 +34,322 +9%
NA
13
NewEdge Advisors
Louisiana
$10.3M 304,955 +39,198 +15%
RJA
14
Raymond James & Associates
Florida
$9.32M 274,990 +30,105 +12%
Two Sigma Investments
15
Two Sigma Investments
New York
$8.87M 261,700 +200,500 +328%
B
16
Bensler
Washington
$7.15M 210,830 +10,960 +5%
AWA
17
ARQ Wealth Advisors
Arizona
$6.02M 179,956 +160,701 +835%
FA
18
Fermata Advisors
California
$5.76M 169,870 -4,646 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.59M 164,897 +154,264 +1,451%
WIA
20
World Investment Advisors
California
$3.89M 114,835 +77,066 +204%
BWL
21
Bogart Wealth LLC
Virginia
$3.64M 107,359 +107,359 New
Osaic Holdings
22
Osaic Holdings
Arizona
$3.39M 99,977 -340,702 -77%
KWM
23
Kingsview Wealth Management
Oregon
$3.22M 94,888 +94,888 New
PAG
24
Private Advisor Group
New Jersey
$3.06M 90,269 +54,373 +151%
Mariner
25
Mariner
Kansas
$2.98M 88,020 +88,020 New
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