We are live on ! Find out more
REVS icon

Columbia Research Enhanced Value ETF

37 hedge funds and large institutions have $193M invested in Columbia Research Enhanced Value ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

60% more capital invested

Capital invested by funds: $121M → $193M (+$72.6M)

42% more funds holding

Funds holding: 2637 (+11)

13.75% more ownership

Funds ownership: 87.14%100.89% (+14%)

Holders
37
Holders Change
+11
Holders Change %
+42.31%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$107M +$42.9M +1,473,591 +66%
MML Investors Services
2
MML Investors Services
Massachusetts
$34.1M +$1.57M +53,771 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$16.5M +$8.86M +304,157 +112%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.09M +$9.25M +317,520 New
USCWA
5
U.S. Capital Wealth Advisors
Texas
$6.96M +$3.53M +121,316 +100%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.21M +$181K +6,215 +6%
NA
7
NewEdge Advisors
Louisiana
$2.77M -$539K -18,492 -16%
SPIA
8
Steward Partners Investment Advisory
New York
$1.5M +$1.49M +51,250 +3,942%
RA
9
Ruggaard & Associates
Ohio
$1.5M +$9.38K +322 +0.6%
WIA
10
World Investment Advisors
California
$1.33M +$154K +5,283 +13%
FIB
11
First Interstate Bank
Montana
$1.32M +$1.34M +46,150 New
PAG
12
Private Advisor Group
New Jersey
$1.21M +$26.9K +922 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.17M +$467K +16,043 +65%
EFS
14
Essex Financial Services
Connecticut
$839K +$136K +4,677 +19%
Jane Street
15
Jane Street
New York
$788K +$802K +27,533 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$756K +$770K +26,412 New
FFC
17
Frederick Financial Consultants
Maryland
$753K -$2.88K -99 -0.4%
Goldman Sachs
18
Goldman Sachs
New York
$637K +$648K +22,256 New
IC
19
Inscription Capital
Texas
$511K +$521K +17,865 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$367K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$300K +$305K +10,470 New
MWA
22
Medallion Wealth Advisors
Connecticut
$258K +$262K +9,000 New
Osaic Holdings
23
Osaic Holdings
Arizona
$254K +$230K +7,893 +796%
PVI
24
Pine Valley Investments
New Jersey
$200K -$89.5K -3,070 -31%
IA
25
IFP Advisors
Florida
$149K +$141K +4,833 +1,317%

REVS Hedge Fund Activity: Q1 2026 in Review

37 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q1 2026, worth a combined $193M — up 60% from $121M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new REVS positions and 2 closed out — a net gain of 11 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.9M. The largest seller was NewEdge Advisors, cutting an estimated $539K.

  • 37 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q1 2026, up from 26 in Q4 2025.
  • Funds reported $193M of Columbia Research Enhanced Value ETF stock for Q1 2026, up 60% quarter-over-quarter.
  • 13 funds opened new Columbia Research Enhanced Value ETF positions in Q1 2026 and 2 closed out, a net change of +11 holders.
  • The largest Columbia Research Enhanced Value ETF buyer in Q1 2026 was LPL Financial, an estimated $42.9M added.
  • The largest Columbia Research Enhanced Value ETF seller in Q1 2026 was NewEdge Advisors, an estimated $539K sold.

Based on aggregated 13F filings for Q1 2026.