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Columbia Research Enhanced Value ETF

8 hedge funds and large institutions have $7.72M invested in Columbia Research Enhanced Value ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.56% less ownership

Funds ownership: 42.85%37.28% (-5.6%)

19% less capital invested

Capital invested by funds: $9.47M → $7.72M (-$1.75M)

20% less funds holding

Funds holding: 108 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
8
Holders Change
-2
Holders Change %
-20%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$3.54M -$1.65M -82,325 -31%
Truist Financial
2
Truist Financial
North Carolina
$2.81M -$80.5K -4,012 -3%
PVI
3
Pine Valley Investments
New Jersey
$624K +$630K +31,385 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$532K +$135K +6,752 +34%
Morgan Stanley
5
Morgan Stanley
New York
$87.7K
Osaic Holdings
6
Osaic Holdings
Arizona
$83.7K -$17.9K -890 -17%
UBS Group
7
UBS Group
Switzerland
$22.3K -$13.8K -689 -38%
HI
8
Harbour Investments
Wisconsin
$18.7K
Jane Street
9
Jane Street
New York
-$570K -29,129 Closed
CAN
10
Cetera Advisor Networks
California
-$267K -13,659 Closed
ASN
11
Advisory Services Network
Georgia
-$2.29K -117 Closed

REVS Hedge Fund Activity: Q1 2023 in Review

8 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q1 2023, worth a combined $7.72M — down 19% from $9.47M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of REVS and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 1 added.

The largest buyer was Susquehanna International Group, adding an estimated $135K. The largest seller was NewEdge Advisors, cutting an estimated $1.65M.

  • 8 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q1 2023, down from 10 in Q4 2022.
  • Funds reported $7.72M of Columbia Research Enhanced Value ETF stock for Q1 2023, down 19% quarter-over-quarter.
  • 1 fund opened new Columbia Research Enhanced Value ETF positions in Q1 2023 and 3 closed out, a net change of -2 holders.
  • The largest Columbia Research Enhanced Value ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $135K added.
  • The largest Columbia Research Enhanced Value ETF seller in Q1 2023 was NewEdge Advisors, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2023.