Columbia ETF Tr I (CRUX) Hedge Fund Ownership (Q2 2026)

Columbia ETF Tr I (CRUX)

49 + Investors. Track Smart Money conviction in CRUX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CRUX

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added CRUX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

49 hedge funds hold CRUX right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 81% buying

43 buying10 selling

Last quarter: 43 funds were net buyers (25 opened a brand new position + 18 added to an existing one). Only 10 were sellers (4 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 49 current holders: 49 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 87% AUM from top-100 funds

87% from top-100 AUM funds

13 of 49 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in CRUX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	49	30	63.33%
13F Shares	47M	40M	18.26%
Total Value	$1.41B	$1.20B	18.0%
New Positions	25	30	-5
Increased Positions	18	0	+18
Closed Positions	6	0	+6
Reduced Positions	4	0	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

63.33%

13F Shares

47M

40M

18.26%

Total Value

$1.41B

$1.20B

18.0%

New Positions

-5

Increased Positions

+18

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRUX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CRUX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tassel Capital Management, Inc.	6.28%	447,838	$13.4M
2	Amplius Wealth Advisors, LLC	2.92%	1,330,753	$39.9M
3	Flynn Zito Capital Management, LLC	2.75%	337,697	$10.1M
4	Retirement Planning Group, LLC / Ny	1.89%	115,780	$3.5M
5	Systelligence, LLC	1.18%	235,301	$7.1M
6	Pine Valley Investments Ltd Liability Co	1.16%	978,219	$29.3M
7	Symphony Financial, Ltd. Co.	0.51%	155,339	$4.7M
8	Wealth Management Associates, Inc.	0.44%	53,220	$1.6M
9	Dagco, INC.	0.41%	74,241	$2.2M
10	J.W. Cole Advisors, INC.	0.22%	428,096	$12.8M
11	Sanctuary Advisors, LLC	0.18%	1,306,443	$39.2M
12	Ameriprise Financial Inc	0.15%	24,905,747	$746.7M
13	Dakota Wealth Management	0.14%	237,187	$7.1M
14	Prentiss Smith & Co Inc	0.12%	7,389	$222K
15	Redhawk Wealth Advisors, Inc.	0.11%	35,954	$1.1M
16	WealthCare Investment Partners, LLC	0.07%	9,068	$272K
17	Essex Financial Services, Inc.	0.05%	33,912	$1.0M
18	Bank of America Corp /de/	0.03%	13,271,311	$397.9M
19	Private Advisor Group, LLC	0.02%	118,458	$3.6M
20	Mark Sheptoff Financial Planning, LLC	0.01%	835	$25K
21	LPL Financial LLC	0.01%	1,368,519	$41.0M
22	Creative Financial Designs Inc /Adv	0.01%	5,000	$150K
23	Key FInancial Inc	0.01%	1,202	$36K
24	Osaic Holdings, INC.	0.00%	141,428	$4.2M
25	Commonwealth Equity Services, LLC	0.00%	108,050	$3.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Columbia ETF Tr I (CRUX)

What does the Smart Money Trend signal show for CRUX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CRUX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRUX?

More buyers than sellers — 81% buying: Last quarter: 43 funds were net buyers (25 opened a brand new position + 18 added to an existing one). Only 10 were sellers (4 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRUX holders?

Elite ownership — 87% AUM from top-100 funds: 13 of 49 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in CRUX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CRUX?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Columbia ETF Tr I (CRUX)

Smart Money Signals — CRUX

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 81% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Elite ownership — 87% AUM from top-100 funds

Institutional Sentiment Summary — CRUX

Hedge Fund Ownership: CRUX

Market Analysis: CRUX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CRUX

Hedge Fund Positioning: CRUX

Statistics: CRUX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Columbia ETF Tr I (CRUX)

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