
Columbia Research Enhanced Value is an exchange-traded fund on ARCA. As of Q3 2025, 20 institutional investors hold shares in this ETF, with total holdings valued at $69.6M. LPL Financial LLC is the largest holder with a position valued at $50.5M.
Overview of institutional ownership in REVS as of Q3 2025
Institutions with the largest positions in REVS as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $50.5M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.2M 0.00% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $3.6M 0.02% of portfolio |
$2.8M 0.00% of portfolio | |
Ruggaard & Associates LLC RIA/Wealth | $1.4M 0.52% of portfolio |
Frederick Financial Consultants, LLC RIA/Wealth | $914.9K 0.52% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $603.8K 0.00% of portfolio |
$487.6K 0.00% of portfolio | |
J JANE STREET GROUP, LLC Institution | $451.8K 0.00% of portfolio |
Private Advisor Group, LLC RIA/Wealth | $448.5K 0.00% of portfolio |
Institutional buying and selling activity for REVS in Q3 2025
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.6M +57.8K shares |
J JANE STREET GROUP, LLC Institution | +$451.8K +16.2K shares |
Private Advisor Group, LLC RIA/Wealth | +$448.5K +16.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$309.3K +11.1K shares |
+$282.8K +10.1K shares | |
Goss Wealth Management LLC RIA/Wealth | +$177.3K +6.3K shares |
Essex Financial Services, Inc. RIA/Wealth | +$104.1K +3.7K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | +$53.0K +1.9K shares |
+$35.9K +1.3K shares | |
MORGAN STANLEY RIA/Wealth | +$9.3K +332.0 shares |
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$1.9M −66.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$246.5K −8.8K shares |
Frederick Financial Consultants, LLC RIA/Wealth | −$52.2K −1.9K shares |
Institutions that initiated new positions or completely exited REVS in Q3 2025
| Institution | Position Value |
|---|---|
Private Advisor Group, LLC RIA/Wealth | $448.5K 16.0K shares |
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Institutions with the largest Call and Put options positions in REVS as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with REVS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Ruggaard & Associates LLC RIA/Wealth | 0.52% $1.4M |
Frederick Financial Consultants, LLC RIA/Wealth | 0.52% $914.9K |
Essex Financial Services, Inc. RIA/Wealth | 0.02% $330.2K |
Goss Wealth Management LLC RIA/Wealth | 0.02% $3.6M |
L LPL Financial LLC Institution | 0.01% $50.5M |
0.00% $2.8M | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | 0.00% $7.2M |
Private Advisor Group, LLC RIA/Wealth | 0.00% $448.5K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $63.8K |
0.00% $487.6K |
Discover hedge funds investing in REVS


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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