Columbia Research Enhanced Value ETF
REVS
13 hedge funds and large institutions have $8.78M invested in Columbia Research Enhanced Value ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
3% less capital invested
Capital invested by funds: $9.05M → $8.78M (-$265K)
1.61% less ownership
Funds ownership: 46.69% → 45.08% (-1.6%)
19% less funds holding
Funds holding: 16 → 13 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.32M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$312K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$229K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$180K |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.73M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$857K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$274K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.5K |
| 5 |
Jane Street
New York
|
-$16.5K |
REVS Hedge Fund Activity: Q4 2023 in Review
13 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q4 2023, worth a combined $8.78M — down 2.9% from $9.05M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of REVS and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $2.32M. The largest seller was Truist Financial, exiting entirely with an estimated $2.73M sold.
- 13 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q4 2023, down from 16 in Q3 2023.
- Funds reported $8.78M of Columbia Research Enhanced Value ETF stock for Q4 2023, down 2.9% quarter-over-quarter.
- 2 funds opened new Columbia Research Enhanced Value ETF positions in Q4 2023 and 5 closed out, a net change of -3 holders.
- The largest Columbia Research Enhanced Value ETF buyer in Q4 2023 was LPL Financial, an estimated $2.32M added.
- The largest Columbia Research Enhanced Value ETF seller in Q4 2023 was Truist Financial, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2023.