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Columbia Research Enhanced Core ETF

122 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, 75 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 15

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

60% more capital invested

Capital invested by funds: $1.14B → $1.81B (+$678M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 108122 (+14)

8.16% more ownership

Funds ownership: 74.22%82.37% (+8.2%)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
1.64%
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
75
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$352M +$309M +8,885,095 +519%
LPL Financial
2
LPL Financial
California
$298M +$31.1M +893,397 +11%
Bank of America
3
Bank of America
North Carolina
$163M +$48M +1,378,900 +39%
Raymond James Financial
4
Raymond James Financial
Florida
$91.3M +$40.5M +1,164,853 +74%
Morgan Stanley
5
Morgan Stanley
New York
$79.6M +$24.5M +705,023 +42%
GI
6
Gradient Investments
Minnesota
$66.7M +$69.8M +2,008,135 New
SIM
7
Stratos Investment Management
Ohio
$62.9M +$16.8M +484,154 +34%
BWP
8
BlueStem Wealth Partners
Minnesota
$52.5M +$13.3M +382,928 +32%
SWP
9
Stratos Wealth Partners
Ohio
$50.8M +$13M +375,240 +33%
AWA
10
Amplius Wealth Advisors
Pennsylvania
$50.2M +$5.61M +161,292 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$47.2M +$18.1M +519,368 +58%
SWAG
12
Spectrum Wealth Advisory Group
California
$33.3M +$850K +24,453 +2%
Wells Fargo
13
Wells Fargo
California
$30.2M +$31.4M +901,745 +13,528%
DA
14
Drake & Associates
Wisconsin
$26.7M +$575K +16,521 +2%
DWP
15
Daymark Wealth Partners
Ohio
$21M +$22M +631,493 New
JP Morgan Chase
16
JP Morgan Chase
New York
$20.9M +$20.5M +589,537 +1,447%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19M +$2.37M +68,079 +13%
TW
18
Trajan Wealth
Arizona
$18.4M +$573K +16,466 +3%
TCTWM
19
Three Cord True Wealth Management
Pennsylvania
$16.1M +$1.59M +45,799 +10%
TWP
20
Tower Wealth Partners
Pennsylvania
$15.7M +$211K +6,077 +1%
SA
21
Scarborough Advisors
Maryland
$14.5M +$463K +13,303 +3%
GIA
22
Gladstone Institutional Advisory
Florida
$13.3M +$504K +14,499 +4%
CF
23
Centaurus Financial
California
$12.5M +$657K +18,882 +5%
NA
24
NewEdge Advisors
Louisiana
$12M +$1.54M +44,286 +14%
MML Investors Services
25
MML Investors Services
Massachusetts
$11.7M +$5.55M +159,717 +83%

RECS Hedge Fund Activity: Q1 2025 in Review

122 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Core ETF (RECS) for Q1 2025, worth a combined $1.81B — up 60% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RECS positions and 8 closed out — a net gain of 17 holders — while 75 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $309M. The largest seller was Two Sigma Investments, cutting an estimated $10.7M.

  • 122 institutional investors held Columbia Research Enhanced Core ETF (RECS) as of Q1 2025, up from 108 in Q4 2024.
  • Funds reported $1.81B of Columbia Research Enhanced Core ETF stock for Q1 2025, up 60% quarter-over-quarter.
  • 25 funds opened new Columbia Research Enhanced Core ETF positions in Q1 2025 and 8 closed out, a net change of +17 holders.
  • The largest Columbia Research Enhanced Core ETF buyer in Q1 2025 was Ameriprise, an estimated $309M added.
  • The largest Columbia Research Enhanced Core ETF seller in Q1 2025 was Two Sigma Investments, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2025.