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Columbia Research Enhanced Value ETF

21 hedge funds and large institutions have $70.2M invested in Columbia Research Enhanced Value ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

11% more funds holding

Funds holding: 1921 (+2)

8% more capital invested

Capital invested by funds: $64.9M → $70.2M (+$5.36M)

1.32% less ownership

Funds ownership: 85.07%83.75% (-1.3%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$50.5M -$1.82M -66,877 -4%
Raymond James Financial
2
Raymond James Financial
Florida
$7.21M +$1.57M +57,790 +29%
NA
3
NewEdge Advisors
Louisiana
$3.61M +$173K +6,341 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.82M +$275K +10,095 +11%
RA
5
Ruggaard & Associates
Ohio
$1.39M +$1.71K +63 +0.1%
FFC
6
Frederick Financial Consultants
Maryland
$915K -$50.8K -1,868 -5%
PVI
7
Pine Valley Investments
New Jersey
$643K -$45.9K -1,685 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$604K +$301K +11,063 +105%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$488K +$34.9K +1,284 +8%
Jane Street
10
Jane Street
New York
$452K +$440K +16,161 New
PAG
11
Private Advisor Group
New Jersey
$448K +$437K +16,043 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$358K
EFS
13
Essex Financial Services
Connecticut
$330K +$101K +3,725 +46%
Citadel Advisors
14
Citadel Advisors
Florida
$307K -$240K -8,816 -45%
Morgan Stanley
15
Morgan Stanley
New York
$84.4K +$9.04K +332 +12%
HI
16
Harbour Investments
Wisconsin
$63.8K +$51.6K +1,895 +491%
Osaic Holdings
17
Osaic Holdings
Arizona
$27.1K +$1.63K +60 +7%
IA
18
IFP Advisors
Florida
$10.3K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$2.97K
PK
20
Pflug Koory
Nebraska
$968
DFA
21
DHJJ Financial Advisors
Illinois
$140

REVS Hedge Fund Activity: Q3 2025 in Review

21 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q3 2025, worth a combined $70.2M — up 8.3% from $64.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new REVS positions and 0 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $1.57M. The largest seller was LPL Financial, cutting an estimated $1.82M.

  • 21 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q3 2025, up from 19 in Q2 2025.
  • Funds reported $70.2M of Columbia Research Enhanced Value ETF stock for Q3 2025, up 8.3% quarter-over-quarter.
  • 2 funds opened new Columbia Research Enhanced Value ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
  • The largest Columbia Research Enhanced Value ETF buyer in Q3 2025 was Raymond James Financial, an estimated $1.57M added.
  • The largest Columbia Research Enhanced Value ETF seller in Q3 2025 was LPL Financial, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2025.