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Columbia Research Enhanced Core ETF
RECS

Overview Fund Activity

120 hedge funds and large institutions have $1.81B invested in Columbia Research Enhanced Core ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
1.63%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
25
Increased
74
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$352M
2
GI
2
Gradient Investments
Minnesota
$66.7M
3
Bank of America
3
Bank of America
North Carolina
$163M
4
Raymond James Financial
4
Raymond James Financial
Florida
$91.3M
5
Wells Fargo
5
Wells Fargo
California
$30.2M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$3.11M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.79M
4
RA
4
RiverTree Advisors
Florida
$289K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$352M 10,595,780 +8,885,095 +519%
LPL Financial
2
LPL Financial
California
$298M 8,987,115 +893,397 +11%
Bank of America
3
Bank of America
North Carolina
$163M 4,922,109 +1,378,900 +39%
Raymond James Financial
4
Raymond James Financial
Florida
$91.3M 2,748,138 +1,164,853 +74%
Morgan Stanley
5
Morgan Stanley
New York
$79.6M 2,397,896 +705,023 +42%
GI
6
Gradient Investments
Minnesota
$66.7M 2,008,135 +2,008,135 New
SIM
7
Stratos Investment Management
Ohio
$62.9M 1,894,985 +484,154 +34%
BWP
8
BlueStem Wealth Partners
Minnesota
$52.5M 1,579,857 +382,928 +32%
SWP
9
Stratos Wealth Partners
Ohio
$50.8M 1,529,574 +375,240 +33%
AWA
10
Amplius Wealth Advisors
Pennsylvania
$50.2M 1,512,538 +161,292 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$47.2M 1,420,093 +519,368 +58%
SWAG
12
Spectrum Wealth Advisory Group
California
$33.3M 1,003,213 +24,453 +2%
Wells Fargo
13
Wells Fargo
California
$30.2M 908,411 +901,745 +13,528%
DA
14
Drake & Associates
Wisconsin
$26.7M 805,125 +16,521 +2%
DWP
15
Daymark Wealth Partners
Ohio
$21M 631,493 +631,493 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$20.9M 630,276 +589,537 +1,447%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19M 573,398 +68,079 +13%
TW
18
Trajan Wealth
Arizona
$18.4M 554,950 +16,466 +3%
TCTWM
19
Three Cord True Wealth Management
Pennsylvania
$16.1M 486,050 +45,799 +10%
TWP
20
Tower Wealth Partners
Pennsylvania
$15.7M 474,119 +6,077 +1%
SA
21
Scarborough Advisors
Maryland
$14.5M 435,750 +13,303 +3%
GIA
22
Gladstone Institutional Advisory
Florida
$13.3M 400,469 +14,499 +4%
CF
23
Centaurus Financial
California
$12.5M 376,013 +18,882 +5%
NA
24
NewEdge Advisors
Louisiana
$12M 360,376 +44,286 +14%
MML Investors Services
25
MML Investors Services
Massachusetts
$11.7M 351,675 +159,717 +83%
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