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Columbia Research Enhanced Value ETF

26 hedge funds and large institutions have $121M invested in Columbia Research Enhanced Value ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

72% more capital invested

Capital invested by funds: $70.2M → $121M (+$50.6M)

24% more funds holding

Funds holding: 2126 (+5)

3.38% more ownership

Funds ownership: 83.75%87.14% (+3.4%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$63.6M +$12.5M +443,608 +25%
MML Investors Services
2
MML Investors Services
Massachusetts
$32.2M +$32.1M +1,138,925 New
Raymond James Financial
3
Raymond James Financial
Florida
$7.68M +$386K +13,669 +5%
USCWA
4
U.S. Capital Wealth Advisors
Texas
$3.45M +$3.44M +121,826 New
NA
5
NewEdge Advisors
Louisiana
$3.26M -$384K -13,618 -11%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.05M +$134K +4,757 +5%
RA
7
Ruggaard & Associates
Ohio
$1.47M +$69.2K +2,452 +5%
PAG
8
Private Advisor Group
New Jersey
$1.17M +$718K +25,443 +159%
WIA
9
World Investment Advisors
California
$1.17M +$1.17M +41,326 New
FFC
10
Frederick Financial Consultants
Maryland
$747K -$179K -6,328 -19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$701K +$90.1K +3,191 +15%
EFS
12
Essex Financial Services
Connecticut
$697K +$362K +12,815 +109%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$363K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$356K +$355K +12,578 New
Citadel Advisors
15
Citadel Advisors
Florida
$312K +$1.16K +41 +0.4%
PVI
16
Pine Valley Investments
New Jersey
$285K -$366K -12,950 -56%
Morgan Stanley
17
Morgan Stanley
New York
$96.2K +$10.8K +382 +13%
HI
18
Harbour Investments
Wisconsin
$68.8K +$4.23K +150 +7%
SPIA
19
Steward Partners Investment Advisory
New York
$36.8K +$36.7K +1,300 New
Osaic Holdings
20
Osaic Holdings
Arizona
$28.1K +$564 +20 +2%
MSFP
21
Mark Sheptoff Financial Planning
Connecticut
$22.6K +$22.6K +800 New
IA
22
IFP Advisors
Florida
$10.4K
UBS Group
23
UBS Group
Switzerland
$8.46K +$8.44K +299 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.01K
PK
25
Pflug Koory
Nebraska
$1K

REVS Hedge Fund Activity: Q4 2025 in Review

26 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q4 2025, worth a combined $121M — up 72% from $70.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new REVS positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $32.1M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $488K sold.

  • 26 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $121M of Columbia Research Enhanced Value ETF stock for Q4 2025, up 72% quarter-over-quarter.
  • 7 funds opened new Columbia Research Enhanced Value ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Columbia Research Enhanced Value ETF buyer in Q4 2025 was MML Investors Services, an estimated $32.1M added.
  • The largest Columbia Research Enhanced Value ETF seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $488K sold.

Based on aggregated 13F filings for Q4 2025.