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Columbia Research Enhanced Value ETF

38 hedge funds and large institutions have $255M invested in Columbia Research Enhanced Value ETF in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $193M → $255M (+$61.4M)

3% more funds holding

Funds holding: 3738 (+1)

18.17% less ownership

Funds ownership: 100.89%82.72% (-18%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$137M +$19.8M +642,385 +17%
MML Investors Services
2
MML Investors Services
Massachusetts
$48.9M +$11.1M +361,688 +30%
Raymond James Financial
3
Raymond James Financial
Florida
$18.2M +$109K +3,545 +0.6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.4M +$1.36M +44,147 +14%
AAP
5
Arax Advisory Partners
Colorado
$7.53M +$7.38M +239,615 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.86M +$6.4M +207,641 +1,983%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.66M +$43.1K +1,398 +1%
FIB
8
First Interstate Bank
Montana
$3.45M +$1.96M +63,653 +138%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.13M +$830K +26,923 +66%
RA
10
Ruggaard & Associates
Ohio
$1.68M +$28.9K +939 +2%
SPIA
11
Steward Partners Investment Advisory
New York
$1.66M +$9.24K +300 +0.6%
NA
12
NewEdge Advisors
Louisiana
$1.61M -$1.4M -45,597 -47%
EFS
13
Essex Financial Services
Connecticut
$1.47M +$535K +17,353 +59%
WIA
14
World Investment Advisors
California
$1.33M
IC
15
Inscription Capital
Texas
$1.23M +$655K +21,271 +119%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.15M +$1.13M +36,736 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.11M +$275K +8,918 +34%
FFC
18
Frederick Financial Consultants
Maryland
$824K -$2.59K -84 -0.3%
RIS
19
Richmond Investment Services
Wisconsin
$604K +$592K +19,226 New
Jane Street
20
Jane Street
New York
$515K -$343K -11,139 -40%
Osaic Holdings
21
Osaic Holdings
Arizona
$450K +$167K +5,417 +61%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$403K
MWA
23
Medallion Wealth Advisors
Connecticut
$314K +$30.8K +1,000 +11%
VDC
24
Van Diest Capital
Iowa
$271K +$265K +8,608 New
PVI
25
Pine Valley Investments
New Jersey
$228K +$8.47K +275 +4%

REVS Hedge Fund Activity: Q2 2026 in Review

38 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Columbia Research Enhanced Value ETF (REVS) for Q2 2026, worth a combined $255M — up 32% from $193M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new REVS positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.8M. The largest seller was NewEdge Advisors, cutting an estimated $1.4M.

  • 38 institutional investors held Columbia Research Enhanced Value ETF (REVS) as of Q2 2026, up from 37 in Q1 2026.
  • Funds reported $255M of Columbia Research Enhanced Value ETF stock for Q2 2026, up 32% quarter-over-quarter.
  • 7 funds opened new Columbia Research Enhanced Value ETF positions in Q2 2026 and 5 closed out, a net change of +2 holders.
  • The largest Columbia Research Enhanced Value ETF buyer in Q2 2026 was LPL Financial, an estimated $19.8M added.
  • The largest Columbia Research Enhanced Value ETF seller in Q2 2026 was NewEdge Advisors, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2026.