Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COLUMBIA ETF TR I (RECS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — RECS

Based on 161 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added RECS 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
161 hedge funds hold RECS right now — the highest count in 3.0 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.
🚀

Fast accumulation — +66% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+66% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

122 buying42 selling
Last quarter: 122 funds were net buyers (33 opened a brand new position + 89 added to an existing one). Only 42 were sellers (31 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new RECS position: 27 → 17 → 24 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 34% entered in last year

■ 15% conviction (2yr+) ■ 52% medium ■ 34% new
Only 24 funds (15%) 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.
📈

Growing discovery — still being found

41 → 27 → 17 → 24 → 33 new funds/Q
New funds entering each quarter: 27 → 17 → 24 → 33. A growing number of institutions are discovering RECS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 61% of holders entered in last year

■ 14% veterans ■ 24% 1-2yr ■ 61% new
Of 161 current holders: 99 (61%) entered in the past year, only 23 (14%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
14 of 161 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in RECS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Hedge Fund Ownership: RECS

How many hedge funds hold RECS — quarterly history vs. share price
Quarterly hedge fund ownership of RECS vs. share price

Market Analysis: RECS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RECS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 6 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: RECS
2026 Q1 Stats Unlock in 22 days 161 + Investors

Track Smart Money conviction in RECS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 161 139 15.83%
13F Shares 87M 74M 17.37%
Total Value $3.54B $2.98B 18.83%
New Positions 33 24 +9
Increased Positions 89 77 +12
Closed Positions 11 10 +1
Reduced Positions 31 28 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RECS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

161 + investors

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

Top 25 institutional holders of RECS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Three Cord True Wealth Management, LLC 14.42% 665,786 $26.0M
2 Amplius Wealth Advisors, LLC 5.40% 1,662,973 $64.8M
3 Retirement Management Systems Inc. 4.33% 460,806 $18.0M
4 RETIREMENT PLANNING GROUP, LLC / NY 3.65% 145,349 $5.7M
5 BYRNE FINANCIAL FREEDOM, LLC 3.55% 190,512 $7.4M
6 Snider Financial Group 2.44% 207,689 $8.1M
7 Paladin Wealth, LLC 2.27% 84,839 $3.3M
8 KWB Wealth 1.97% 487,035 $19.9M
9 WealthCare Investment Partners, LLC 1.90% 174,774 $6.8M
10 USAdvisors Wealth Management, LLC 1.76% 139,739 $5K
11 Whitaker-Myers Wealth Managers, LTD. 1.64% 210,454 $8.2M
12 Gradient Investments LLC 1.40% 2,320,319 $90.4M
13 Heck Capital Advisors, LLC 1.24% 429,926 $16.8M
14 DAGCO, INC. 1.08% 128,106 $5.0M
15 RDA Financial Network 1.02% 104,702 $4.1M
16 Essex Financial Services, Inc. 0.92% 422,201 $16.5M
17 Fermata Advisors, LLC 0.84% 95,849 $3.7M
18 Axis Wealth Partners, LLC 0.76% 36,466 $1.4M
19 Morey & Quinn Wealth Partners, LLC 0.62% 22,331 $870K
20 Riverbend Wealth Management, LLC 0.53% 23,725 $925K
21 Pines Wealth Management, LLC 0.52% 41,160 $1.6M
22 John W. Brooker & Co., CPAs 0.52% 8,409 $328K
23 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.51% 31,907 $1.2M
24 Lakeridge Wealth Management LLC 0.46% 27,538 $1.1M
25 Oxinas Partners, LLC 0.37% 20,700 $807K
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 (RECS)

What does the Smart Money Trend signal show for RECS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added RECS 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 RECS?

More buyers than sellers — 74% buying: Last quarter: 122 funds were net buyers (33 opened a brand new position + 89 added to an existing one). Only 42 were sellers (31 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RECS holders?

Elite ownership — 54% AUM from top-100 funds: 14 of 161 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in RECS. 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 RECS?

Mostly new holders — 34% entered in last year: Only 24 funds (15%) 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.