Columbia Research Enhanced Value ETF
REVS
6 hedge funds and large institutions have $7.79M invested in Columbia Research Enhanced Value ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4.95% less ownership
Funds ownership: 39.95% → 35% (-4.9%)
26% less capital invested
Capital invested by funds: $10.6M → $7.79M (-$2.77M)
33% less funds holding
Funds holding: 9 → 6 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$61.5K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$35K |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$15.2K |
| 4 |
BA
Bivin & Associates
Ponca City,
Oklahoma
|
+$633 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$825K |
| 2 |
Jane Street
New York
|
-$818K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$792K |
| 4 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$237K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARG
1
Advisory Resource Group
Tulsa,
Oklahoma
| $7.71M | -$237K | -11,228 | -3% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $35K | +$35K | +1,658 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $29K | -$11.1K | -526 | -28% |
|
|
MCC
4
Money Concepts Capital
Palm Beach Gardens,
Florida
| $15K | +$15.2K | +722 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $5K | +$61.5K | +2,912 | +621% |
|
|
BA
6
Bivin & Associates
Ponca City,
Oklahoma
| $1K | +$633 | +30 | +79% |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| – | -$825K | -38,595 | Closed |
|
|
8
Jane Street
New York
| – | -$818K | -38,262 | Closed |
|
|
9
Truist Financial
Charlotte,
North Carolina
| – | -$792K | -37,082 | Closed |
|
REVS Hedge Fund Activity: Q1 2022 in Review
6 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q1 2022, worth a combined $7.79M — down 26% from $10.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of REVS and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Osaic Holdings, adding an estimated $61.5K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $825K sold.
- 6 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q1 2022, down from 9 in Q4 2021.
- Funds reported $7.79M of Columbia Research Enhanced Value ETF stock for Q1 2022, down 26% quarter-over-quarter.
- 2 funds opened new Columbia Research Enhanced Value ETF positions in Q1 2022 and 4 closed out, a net change of -2 holders.
- The largest Columbia Research Enhanced Value ETF buyer in Q1 2022 was Osaic Holdings, an estimated $61.5K added.
- The largest Columbia Research Enhanced Value ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $825K sold.
Based on aggregated 13F filings for Q1 2022.