Columbia Research Enhanced Value ETF
REVS
9 hedge funds and large institutions have $13.8M invested in Columbia Research Enhanced Value ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
77% more capital invested
Capital invested by funds: $7.79M → $13.8M (+$5.98M)
50% more funds holding
Funds holding: 6 → 9 (+3)
14.03% more ownership
Funds ownership: 35% → 49.02% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$3.77M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.85M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$350K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$251K |
| 5 |
Morgan Stanley
New York
|
+$92.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$35K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$15K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARG
1
Advisory Resource Group
Tulsa,
Oklahoma
| $10.3M | +$3.77M | +184,890 | +51% |
|
|
2
Truist Financial
Charlotte,
North Carolina
| $2.65M | +$2.85M | +139,725 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $326K | +$350K | +17,171 | New |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $234K | +$251K | +12,340 | New |
|
|
5
Morgan Stanley
New York
| $87K | +$92.9K | +4,561 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $80K | +$15.4K | +757 | +22% |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $23K | +$25.2K | +1,237 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $21K | -$5.36K | -263 | -19% |
|
|
BA
9
Bivin & Associates
Ponca City,
Oklahoma
| $2K | +$855 | +42 | +62% |
|
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$35K | -1,658 | Closed |
|
|
MCC
11
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$15K | -722 | Closed |
|
REVS Hedge Fund Activity: Q2 2022 in Review
9 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q2 2022, worth a combined $13.8M — up 77% from $7.79M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new REVS positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Advisory Resource Group, adding an estimated $3.77M. The largest seller was Carson Wealth (CWM LLC), exiting entirely with an estimated $35K sold.
- 9 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q2 2022, up from 6 in Q1 2022.
- Funds reported $13.8M of Columbia Research Enhanced Value ETF stock for Q2 2022, up 77% quarter-over-quarter.
- 5 funds opened new Columbia Research Enhanced Value ETF positions in Q2 2022 and 2 closed out, a net change of +3 holders.
- The largest Columbia Research Enhanced Value ETF buyer in Q2 2022 was Advisory Resource Group, an estimated $3.77M added.
- The largest Columbia Research Enhanced Value ETF seller in Q2 2022 was Carson Wealth (CWM LLC), an estimated $35K sold.
Based on aggregated 13F filings for Q2 2022.