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Columbia Research Enhanced Core ETF

156 hedge funds and large institutions have $3.04B invested in Columbia Research Enhanced Core ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

184% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 31

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

12% more funds holding

Funds holding: 139156 (+17)

1% more capital invested

Capital invested by funds: $3.01B → $3.04B (+$32.9M)

20.19% less ownership

Funds ownership: 100%79.81% (-20%)

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.05%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
26
Increased
88
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$554M +$112M +2,902,431 +27%
Ameriprise
2
Ameriprise
Minnesota
$533M +$9.22M +239,164 +2%
Bank of America
3
Bank of America
North Carolina
$236M +$54.6M +1,417,178 +32%
Raymond James Financial
4
Raymond James Financial
Florida
$163M +$34M +881,172 +28%
Morgan Stanley
5
Morgan Stanley
New York
$159M +$21.2M +548,851 +16%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$111M +$8.91M +231,153 +9%
BWL
7
Bogart Wealth LLC
Virginia
$89.8M +$78.2M +2,027,908 +1,032%
GI
8
Gradient Investments
Minnesota
$86.3M +$4.1M +106,454 +5%
SIM
9
Stratos Investment Management
Ohio
$81.2M +$1.31M +33,973 +2%
Wells Fargo
10
Wells Fargo
California
$74.9M +$12.9M +333,522 +22%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$64.5M +$2.57M +66,629 +4%
SWP
12
Stratos Wealth Partners
Ohio
$62.5M +$1.41M +36,660 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$47M +$35M +907,511 +352%
MAC
14
Mason & Associates (California)
California
$42.1M +$539K +13,979 +1%
DA
15
Drake & Associates
Wisconsin
$37.6M +$3.31M +85,763 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$36.2M +$10.8M +280,492 +44%
SWAG
17
Spectrum Wealth Advisory Group
California
$33M -$779K -20,217 -2%
DWP
18
Daymark Wealth Partners
Ohio
$30.7M +$1.6M +41,423 +6%
JP Morgan Chase
19
JP Morgan Chase
New York
$29.3M +$1.57M +40,811 +6%
BWP
20
BlueStem Wealth Partners
Minnesota
$28.9M -$13.4M -347,497 -33%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24.2M +$4.75M +123,373 +26%
TW
22
Trajan Wealth
Arizona
$21.7M -$725K -18,806 -3%
TCTWM
23
Three Cord True Wealth Management
Pennsylvania
$21.6M +$504K +13,066 +2%
SA
24
Scarborough Advisors
Maryland
$21.3M -$1.56M -40,380 -7%
UBS Group
25
UBS Group
Switzerland
$20.3M +$5.29M +137,361 +37%