We are live on ! Find out more
REVS icon

Columbia Research Enhanced Value ETF
REVS

38 hedge funds and large institutions have $255M invested in Columbia Research Enhanced Value ETF in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $193M → $255M (+$61.4M)

3% more funds holding

Funds holding: 37 → 38 (+1)

18.17% less ownership

Funds ownership: 100.89% → 82.72% (-18%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19.8M
2
MML Investors Services
MML Investors Services
Massachusetts
+$11.1M
3
AAP
Arax Advisory Partners
Colorado
+$7.38M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.4M
5
FIB
First Interstate Bank
Montana
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$1.4M
2
PAG
Private Advisor Group
New Jersey
-$1.21M
3
Goldman Sachs
Goldman Sachs
New York
-$637K
4
Jane Street
Jane Street
New York
-$343K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$188K +$184K +5,986 New
IA
27
IFP Advisors
Florida
$154K -$9.74K -316 -6%
Morgan Stanley
28
Morgan Stanley
New York
$94.9K – – –
HI
29
Harbour Investments
Wisconsin
$81.8K -$5.08K -165 -6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$58K +$55.7K +1,807 +7,228%
MSFP
31
Mark Sheptoff Financial Planning
Connecticut
$25.2K – – –
JP Morgan Chase
32
JP Morgan Chase
New York
$23.3K +$22.8K +739 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$14.3K -$107K -3,467 -88%
KFP
34
Kerr Financial Planning
California
$4.62K – – –
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.44K +$2.37K +77 New
PK
36
Pflug Koory
Nebraska
$1.11K – – –
DFA
37
DHJJ Financial Advisors
Illinois
$158 – – –
BlackRock
38
BlackRock
New York
$16 – – –
PAG
39
Private Advisor Group
New Jersey
– -$1.21M -42,408 Closed
Goldman Sachs
40
Goldman Sachs
New York
– -$637K -22,256 Closed
UBS Group
41
UBS Group
Switzerland
– -$104K -3,651 Closed
MCM
42
MAI Capital Management
Ohio
– -$7.33K -256 Closed
Wells Fargo
43
Wells Fargo
California
– -$1.49K -52 Closed
1
2

REVS Hedge Fund Activity: Q2 2026 in Review

38 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q2 2026, worth a combined $255M — up 32% from $193M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new REVS positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.8M. The largest seller was NewEdge Advisors, cutting an estimated $1.4M.

  • 38 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q2 2026, up from 37 in Q1 2026.
  • Funds reported $255M of Columbia Research Enhanced Value ETF stock for Q2 2026, up 32% quarter-over-quarter.
  • 7 funds opened new Columbia Research Enhanced Value ETF positions in Q2 2026 and 5 closed out, a net change of +2 holders.
  • The largest Columbia Research Enhanced Value ETF buyer in Q2 2026 was LPL Financial, an estimated $19.8M added.
  • The largest Columbia Research Enhanced Value ETF seller in Q2 2026 was NewEdge Advisors, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2026.