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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

108 hedge funds and large institutions have $1.14B invested in Columbia Research Enhanced Core ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
108
Holders Change
+41
Holders Change %
+61.19%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
50
Increased
48
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$280M
2
Raymond James Financial
2
Raymond James Financial
Florida
$54.8M
3
BWP
3
BlueStem Wealth Partners
Minnesota
$41.4M
4
DA
4
Drake & Associates
Wisconsin
$28M
5
TW
5
Trajan Wealth
Arizona
$18.6M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
Ameriprise
2
Ameriprise
Minnesota
$59.2M
3
GIA
3
Gladstone Institutional Advisory
Florida
$13.4M
4
Jane Street
4
Jane Street
New York
$0
5
FA
5
Fermata Advisors
California
$3.47M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$280M 8,093,718 +2,109,116 +35%
Bank of America
2
Bank of America
North Carolina
$123M 3,543,209 +485,031 +16%
Ameriprise
3
Ameriprise
Minnesota
$59.2M 1,710,685 -82,641 -5%
Morgan Stanley
4
Morgan Stanley
New York
$58.6M 1,692,873 +517,730 +44%
Raymond James Financial
5
Raymond James Financial
Florida
$54.8M 1,583,285 +1,583,285 New
SIM
6
Stratos Investment Management
Ohio
$48.8M 1,410,831 +452,426 +47%
AWA
7
Amplius Wealth Advisors
Pennsylvania
$46.8M 1,351,246 +134,212 +11%
BWP
8
BlueStem Wealth Partners
Minnesota
$41.4M 1,196,929 +1,196,929 New
SWP
9
Stratos Wealth Partners
Ohio
$40M 1,154,334 +21,711 +2%
SWAG
10
Spectrum Wealth Advisory Group
California
$33.9M 978,760 +164,531 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$31.2M 900,725 +320,322 +55%
DA
12
Drake & Associates
Wisconsin
$28M 788,604 +788,604 New
TW
13
Trajan Wealth
Arizona
$18.6M 538,484 +538,484 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.5M 505,319 +84,667 +20%
TWP
15
Tower Wealth Partners
Pennsylvania
$16.2M 468,042 +468,042 New
TCTWM
16
Three Cord True Wealth Management
Pennsylvania
$15.2M 440,251 +440,251 New
SA
17
Scarborough Advisors
Maryland
$14.6M 422,447 +422,447 New
Two Sigma Investments
18
Two Sigma Investments
New York
$13.9M 400,200 +138,500 +53%
GIA
19
Gladstone Institutional Advisory
Florida
$13.4M 385,970 -79,229 -17%
CF
20
Centaurus Financial
California
$12.4M 357,131 +357,131 New
NA
21
NewEdge Advisors
Louisiana
$10.9M 316,090 +11,135 +4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$8.47M 244,736 +244,736 New
B
23
Bensler
Washington
$7.4M 213,785 +2,955 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$6.65M 191,958 +27,061 +16%
AWA
25
ARQ Wealth Advisors
Arizona
$6.55M 189,312 +9,356 +5%
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