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Columbia Research Enhanced Core ETF

174 hedge funds and large institutions have $3.59B invested in Columbia Research Enhanced Core ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 32

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

18% more capital invested

Capital invested by funds: $3.04B → $3.59B (+$546M)

12% more funds holding

Funds holding: 156174 (+18)

3.76% less ownership

Funds ownership: 79.81%76.05% (-3.8%)

Holders
174
Holders Change
+18
Holders Change %
+11.54%
% of All Funds
2.12%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.21%
New
30
Increased
103
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$710M +$149M +3,650,956 +27%
Ameriprise
2
Ameriprise
Minnesota
$540M +$577K +14,184 +0.1%
Bank of America
3
Bank of America
North Carolina
$247M +$8.06M +198,051 +3%
Morgan Stanley
4
Morgan Stanley
New York
$213M +$51.5M +1,265,928 +32%
Raymond James Financial
5
Raymond James Financial
Florida
$201M +$35.5M +871,865 +22%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$134M +$21.8M +535,497 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$113M +$75.5M +1,855,582 +202%
BWL
8
Bogart Wealth LLC
Virginia
$91.5M +$685K +16,820 +0.8%
GI
9
Gradient Investments
Minnesota
$89.9M +$2.6M +63,805 +3%
Wells Fargo
10
Wells Fargo
California
$85.6M +$9.78M +240,313 +13%
SIM
11
Stratos Investment Management
Ohio
$84.7M +$2.57M +63,047 +3%
SWP
12
Stratos Wealth Partners
Ohio
$66.7M +$3.43M +84,225 +5%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$66.3M +$1.01M +24,915 +2%
BWP
14
BlueStem Wealth Partners
Minnesota
$55M +$25.7M +631,523 +88%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$53.8M +$6.17M +151,667 +13%
MAC
16
Mason & Associates (California)
California
$42.3M -$337K -8,270 -0.8%
DA
17
Drake & Associates
Wisconsin
$41.1M +$3.27M +80,366 +9%
DWP
18
Daymark Wealth Partners
Ohio
$36.3M +$5.11M +125,673 +16%
JP Morgan Chase
19
JP Morgan Chase
New York
$33.6M +$3.86M +94,860 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$33.5M +$8.95M +219,907 +37%
SWAG
21
Spectrum Wealth Advisory Group
California
$33.3M -$60.1K -1,477 -0.2%
TCTWM
22
Three Cord True Wealth Management
Pennsylvania
$25.8M +$3.91M +96,135 +18%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$24.6M +$9.68M +237,779 +65%
MML Investors Services
24
MML Investors Services
Massachusetts
$24M +$7.44M +182,856 +45%
SA
25
Scarborough Advisors
Maryland
$21.9M +$341K +8,369 +2%