RESM Columbia Research Enhanced Small Cap ETF
ETFETF quote, holdings, sector allocation, technicals, and options analytics. Fibonacci levels
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Columbia Research Enhanced Small Cap ETF (RESM) ETF
No description available.
- Exchange
- ARCX
- Inception
- 2025-12-11
- Has Options
- No
- Expense ratio
- 0.32% prospectus, filed Dec 11, 2025
- Assets
- $3.7M SEC filing, Jun 30, 2026
- Trailing yield
- 0.08% paid annual
- Average daily volume
- $10K 30 sessions
- Holdings
- 1,040 top 10 are 5.0%
- Listed
- Dec 11, 2025 NYSE Arca
Moves with. US large-cap stocks (65% of its variance, beta 1.00); Small caps over large (37% of its variance, beta 0.82). These factors explain 96% of its daily moves over the last year.
Stated objective. Columbia Research Enhanced Small Cap ETF (the Fund) seeks long-term capital appreciation. (from the fund's prospectus)
All 1,040 holdingsFlow historySimilar fundsOverlap toolAll Multi-Factor ETFs
- Jun 2026
- $0 latest reported month
- Latest 3 months
- $0 0.0% of assets
- Latest 12 months
- —
View as a table
| Month | Net flow |
|---|---|
| Jun 2026 | $0 |
| May 2026 | $0 |
| Apr 2026 | $0 |
| Mar 2026 | −$2.1M |
| Feb 2026 | $0 |
| Jan 2026 | $0 |
| Dec 2025 | +$5.1M |
Net creations and redemptions from the fund's SEC filings, which become public about 60 days after each quarter. Every month since 7 months ago
| Fund | Overlap | Fee | Assets | 1Y | |
|---|---|---|---|---|---|
| RSSLGlobal X Russell 2000 ETF | 64% | 0.08% | $1.4B | +12.7% | compare |
| IWMiShares Russell 2000 ETF | 64% | 0.19% | $78.7B | +13.1% | compare |
| BBSCJPMorgan BetaBuilders U.S. Small Cap Equity ETF | 57% | 0.09% | $712M | +13.4% | compare |
| VTWOVanguard Russell 2000 ETF | 54% | 0.06% | $16.4B | +13.0% | compare |
| GSSCGS ActiveBeta U.S. Small Cap Equity ETF | 53% | 0.20% | $1.1B | +14.4% | compare |
Ranked by how much of the two portfolios is the same securities.
- Holdings vs fair value
- +17.5% 57% under, 20% over · 91% covered
- Price / earnings
- 43.0 24% loss-making · 91% covered
- Price / book · sales
- 2.1 · 1.2 revenue growth +8.6%
- Above 200-day average
- 52% 27% above 50-day · by weight
- Short interest
- 9.4% of float, weighted · 5.5 days to cover
- Insider buying
- 6% of weight had net insider buying, 90 days; 48% net selling
- 13F holders
- +5.0% change in shares held by institutions, latest quarter
- Reporting earnings
- 0.8% of weight in 7 days; 10.8% in 14
Each figure is the fund's holdings weighted by position size, using our data on those stocks, and covers only the share of the stock holdings stated. Positive fair value means the holdings trade below our estimate.
| Action | Holding | Weight before | Weight after | Shares vs flows |
|---|---|---|---|---|
| Exit | Fabrinet | 0.97% | — | — |
| Exit | NXTNextpower Inc | 0.96% | — | — |
| Exit | GPIQGoldman Sachs Financial Square Funds - Treasury Instruments Fund | 0.83% | — | — |
| Exit | STRLSterling Infrastructure Inc | 0.66% | — | — |
| Exit | AEISAdvanced Energy Industries Inc | 0.63% | — | — |
| Exit | ENSGEnsign Group Inc/The | 0.57% | — | — |
| New position | MOG.AMoog Inc | — | 0.53% | — |
| Exit | DYDycom Industries Inc | 0.53% | — | — |
| Exit | HLHecla Mining Co | 0.53% | — | — |
| New position | UMBFUMB Financial Corp | — | 0.51% | — |
188 new, 132 exited, 215 increased and 72 decreased between the fund's two latest holdings reports; turnover 29.7%. Full holdings and history
- Authorized participants
- 1 active of 16 with agreements; top 3 did 100%
- Created · redeemed
- $5.1M · $2.1M over the fiscal year
- Redemptions in kind
- 99% creations 100% in kind
- Creation unit
- 50,000 shares
- Securities lending
- not authorized
- Diversification status
- Non-diversified may concentrate in fewer issuers
From the fund's annual census filing with the SEC. In-kind redemptions are what let an ETF shed appreciated securities without realising gains.
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2025-12-18 | 2025-12-26 | $0.0188 | CD |
| Symbol | Name | Weight % | Asset Class | Country |
|---|---|---|---|---|
| VSAT | Viasat Inc | 0.61% | Equity (common) | US |
| MXL | MaxLinear Inc | 0.56% | Equity (common) | US |
| MOG.A | Moog Inc | 0.53% | Equity (common) | US |
| UMBF | UMB Financial Corp | 0.51% | Equity (common) | US |
| — | JFrog Ltd | 0.51% | Equity (common) | IL |
| BTSG | BrightSpring Health Services Inc | 0.49% | Equity (common) | US |
| AGX | Argan Inc | 0.48% | Equity (common) | US |
| CTRE | CareTrust REIT Inc | 0.47% | Equity (common) | US |
| ONB | Old National Bancorp/IN | 0.44% | Equity (common) | US |
| FCFS | FirstCash Holdings Inc | 0.43% | Equity (common) | US |
| SNEX | StoneX Group Inc | 0.42% | Equity (common) | US |
| PLXS | Plexus Corp | 0.42% | Equity (common) | US |
| ESE | ESCO Technologies Inc | 0.41% | Equity (common) | US |
| RHP | Ryman Hospitality Properties Inc | 0.39% | Equity (common) | US |
| ACMR | ACM Research Inc | 0.39% | Equity (common) | US |
| ENS | EnerSys | 0.38% | Equity (common) | US |
| IDCC | InterDigital Inc | 0.38% | Equity (common) | US |
| SLAB | Silicon Laboratories Inc | 0.37% | Equity (common) | US |
| TEX | Terex Corp | 0.37% | Equity (common) | US |
| GKOS | Glaukos Corp | 0.37% | Equity (common) | US |
| NPO | Enpro Inc | 0.36% | Equity (common) | US |
| KLIC | Kulicke & Soffa Industries Inc | 0.35% | Equity (common) | US |
| VLY | Valley National Bancorp | 0.35% | Equity (common) | US |
| FSS | Federal Signal Corp | 0.35% | Equity (common) | US |
| HQY | HealthEquity Inc | 0.34% | Equity (common) | US |
| OSCR | Oscar Health Inc | 0.34% | Equity (common) | US |
| MYRG | MYR Group Inc | 0.34% | Equity (common) | US |
| JBTM | JBT Marel Corp | 0.34% | Equity (common) | US |
| ZWS | Zurn Elkay Water Solutions Corp | 0.34% | Equity (common) | US |
| MRCY | Mercury Systems Inc | 0.33% | Equity (common) | US |
| FLR | Fluor Corp | 0.33% | Equity (common) | US |
| UCTT | Ultra Clean Holdings Inc | 0.33% | Equity (common) | US |
| LNTH | Lantheus Holdings Inc | 0.32% | Equity (common) | US |
| CYTK | Cytokinetics Inc | 0.32% | Equity (common) | US |
| EPRT | Essential Properties Realty Trust Inc | 0.32% | Equity (common) | US |
| ACA | Arcosa Inc | 0.32% | Equity (common) | US |
| GVA | Granite Construction Inc | 0.31% | Equity (common) | US |
| UBSI | United Bankshares Inc/WV | 0.31% | Equity (common) | US |
| KRYS | Krystal Biotech Inc | 0.30% | Equity (common) | US |
| CVLT | Commvault Systems Inc | 0.30% | Equity (common) | US |
| ACLS | Axcelis Technologies Inc | 0.30% | Equity (common) | US |
| HWC | Hancock Whitney Corp | 0.30% | Equity (common) | US |
| KGS | Kodiak Gas Services Inc | 0.30% | Equity (common) | US |
| LUMN | Lumen Technologies Inc | 0.30% | Equity (common) | US |
| SIGI | Selective Insurance Group Inc | 0.29% | Equity (common) | US |
| — | Essent Group Ltd | 0.29% | Equity (common) | BM |
| ABCB | Ameris Bancorp | 0.29% | Equity (common) | US |
| EAT | Brinker International Inc | 0.28% | Equity (common) | US |
| ENVA | Enova International Inc | 0.28% | Equity (common) | US |
| CMC | Commercial Metals Co | 0.28% | Equity (common) | US |
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | 4.15% | 4.15% |
| Feb | -- | 1.03% | 1.03% |
| Mar | -- | -5.01% | -5.01% |
| Apr | -- | 9.46% | 9.46% |
| May | -- | 1.89% | 1.89% |
| Jun | -- | 6.65% | 6.65% |
| Jul | -- | -1.95% | -1.95% |
| Aug | -- | -0.65% | -0.65% |
| Sep | -- | -3.50% | -3.50% |
| Oct | -- | 0.53%* | 0.53% |
| Nov | -- | -- | -- |
| Dec | -3.38% | -- | -3.38% |
| Total | -3.38% | 12.35% | 4.49% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: RESM
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers: Bullish momentum signals, range-bound price action, moderate volatility.
Primary risks: Negative earnings surprise, regulatory issues, technical breakdown below support levels.
Investment thesis: RESM is in a neutral-to-bullish phase, with positive momentum and moderate volatility. The stock's recent consolidation suggests a potential breakout or continued sideways movement. We believe the stock has decent upside potential, but caution investors about the risks associated with its beta and options activity.
Recent news sentiment impact: No recent news headlines available to assess, so we'll focus on technical analysis and risk metrics.
Technical Analysis
Trend Direction: Neutral-to-bullish (Short-term: range-bound, Medium-term: uptrend, Long-term: unclear)
Support/Resistance Levels: Key price levels from moving averages and technical patterns:
- SMA 20: $24.18 (support)
- SMA 50: $23.85 (support)
- Upper Bollinger Band: $24.68 (resistance)
Momentum Signals:
- RSI interpretation: Neutral (60.45), no strong buy or sell signal
- MACD signal: Bullish (0.18 / Signal: 0.04 / Histogram: 0.14)
- Bollinger Bands position: Squeeze, potential breakout above upper band
Volume Analysis: Volume trends and institutional interest signals:
- Volume SMA 20: 4410.15
- On-Balance Volume (OBV): 36327.14
- Volume Rate of Change: 150.00%
News & Sentiment Analysis
Recent Headlines Summary: No recent news headlines available.
Sentiment Assessment: Neutral, no clear positive or negative sentiment.
Catalyst Identification: No earnings data available; no regulatory changes or product launches announced recently.
Market Narrative: The market's overall trend is unclear, with the S&P 500 exhibiting a mixed performance. RESM's neutral-to-bullish phase aligns with the market's recent consolidation.
Risk & Volatility Assessment
Beta Interpretation: Moderate risk relative to the market (beta: 0.99).
Volatility Regime: Current volatility is moderate, similar to historical levels.
Options Market Signals: No options data available for analysis.
Downside Protection: Support levels and risk management considerations:
- SMA 20: $24.18
- SMA 50: $23.85
Market Context & Positioning
Sector Performance: RESM's sector is neutral, with the Technology sector performing similarly to the broader market.
Institutional Activity: No clear institutional interest signals or volume trends.
Correlation Analysis: RESM's correlation with the S&P 500 is moderate (0.81).
Relative Valuation: RESM's relative valuation is neutral, neither overvalued nor undervalued compared to its peers and sector.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $24.18 (support)
- Upper Bollinger Band: $24.68 (resistance)
Breakout/Breakdown Levels: No clear technical levels for a potential breakout or breakdown.
Time-Sensitive Catalysts: No earnings data available; no regulatory changes or product launches announced recently.
Risk Management: Stop-loss levels and position sizing considerations:
- SMA 20: $24.18 (stop-loss)
- Upper Bollinger Band: $24.68 (position sizing)
Please note that this analysis is based on the provided data, and investors should consider other factors before making investment decisions.
RESM Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 207
Period: 252 trading days
Moderate volatility - stock generally follows market
RESM Institutional Ownership (13F)
Latest filings — 2026-06-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
Click any bar to view the full quote for that stock.
| Symbol | Name | Weight % | Price | 1 Day | 1 Week | 1 Month |
|---|