REVS icon

Columbia Research Enhanced Value ETF
REVS

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
-3
Holders Change %
-18.75%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$327K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$240K
4
NA
NewEdge Advisors
Louisiana
+$189K
5
HGERS
Householder Group Estate & Retirement Specialist
Arizona
+$116K

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$2.73M
2
SWM
SFG Wealth Management
Maryland
-$857K
3
Citadel Advisors
Citadel Advisors
Florida
-$274K
4
Osaic Holdings
Osaic Holdings
Arizona
-$31K
5
Jane Street
Jane Street
New York
-$17.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.13M +$2.44M +112,551 +144%
NA
2
NewEdge Advisors
Louisiana
$2.55M +$189K +8,724 +8%
PVI
3
Pine Valley Investments
New Jersey
$659K -$3.25K -150 -0.5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$624K +$327K +15,102 +110%
Jane Street
5
Jane Street
New York
$312K -$17.3K -798 -5%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$240K +$240K +11,093 New
HGERS
7
Householder Group Estate & Retirement Specialist
Arizona
$128K +$116K +5,370 +926%
Morgan Stanley
8
Morgan Stanley
New York
$86.6K +$43.3K +2,002 +100%
UBS Group
9
UBS Group
Switzerland
$29K -$4.98K -230 -15%
HI
10
Harbour Investments
Wisconsin
$14.2K -$2.9K -134 -17%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.8K -$31K -1,431 -74%
FBC
12
Fairfield, Bush & Co
Connecticut
$498 +$498 +23 New
DFA
13
DHJJ Financial Advisors
Illinois
$109 – – –
Truist Financial
14
Truist Financial
North Carolina
– -$2.73M -133,957 Closed
SWM
15
SFG Wealth Management
Maryland
– -$857K -42,024 Closed
Citadel Advisors
16
Citadel Advisors
Florida
– -$274K -13,432 Closed
TCA
17
Trifecta Capital Advisors
Illinois
– -$6.12K -300 Closed
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
– -$5.81K -285 Closed