Columbia Research Enhanced Core ETF
RECS
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.
429% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 7
295% more capital inflows, than outflows
Capital inflows: $270M | Capital outflows: $68.4M
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
26% more funds holding
Funds holding: 53 → 67 (+14)
113.44% less ownership
Funds ownership: 146.1% → 32.67% (-113%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$66.5M |
| 2 |
Stratos Investment Management
Beachwood,
Ohio
|
+$31.4M |
| 3 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$26.7M |
| 4 |
Morgan Stanley
New York
|
+$22.7M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$29M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$24M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.2M |
| 4 |
JP Morgan Chase
New York
|
-$2.16M |
| 5 |
MAM
MMA Asset Management
Conshohocken,
Pennsylvania
|
-$1.02M |
RECS Hedge Fund Activity: Q3 2024 in Review
67 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q3 2024, worth a combined $735M — up 47% from $501M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RECS positions and 5 closed out — a net gain of 14 holders — while 37 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $66.5M. The largest seller was Ameriprise, cutting an estimated $29M.
- 67 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q3 2024, up from 53 in Q2 2024.
- Funds reported $735M of Columbia Research Enhanced Core ETF stock for Q3 2024, up 47% quarter-over-quarter.
- 19 funds opened new Columbia Research Enhanced Core ETF positions in Q3 2024 and 5 closed out, a net change of +14 holders.
- The largest Columbia Research Enhanced Core ETF buyer in Q3 2024 was LPL Financial, an estimated $66.5M added.
- The largest Columbia Research Enhanced Core ETF seller in Q3 2024 was Ameriprise, an estimated $29M sold.
Based on aggregated 13F filings for Q3 2024.