Columbia Research Enhanced Value ETF
REVS
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 290 Congress Street Boston MA United States of America 2210
- IPO Date
- Sep 25, 2019
- CIK
- 0001551950
- Website
- columbiathreadneedleus.com
- Similar Companies
- Business
- Columbia Research Enhanced Value ETF (REVS) is an exchange-traded fund that seeks investment results corresponding to the performance of the Beta Advantage Research Enhanced U.S. Value Index before fees and expenses. The fund employs a rules-based strategic beta approach, leveraging proprietary quantitative models from Columbia Threadneedle Investments to rate securities in the Russell 1000 Value Index on quality, value, and catalyst factors; it selects favorably rated stocks while maintaining market cap weighting and sector neutrality to the benchmark, aiming to deliver enhanced total returns by eliminating underperformers across all sectors. REVS provides exposure to a diversified portfolio of approximately 313-317 large-cap U.S. value equities, with top holdings including JPMorgan Chase (approximately 5.5%), Cisco Systems (2.6%), Pfizer (2.5%), Exxon Mobil (2.4%), and Salesforce (2.2%); sector allocations emphasize financials (22.5%), industrials (13.1%), health care (11.7%), information technology (10.6%), and consumer staples (8.0%), with an expense ratio of 0.19%. The ETF focuses on the large value equity segment of the U.S. market, targeting institutional and retail investors seeking optimized value exposure with lower volatility and cost efficiency compared to traditional benchmarks; it trades on the NYSE Arca exchange and is passively managed using a representative sampling methodology to track the index. Columbia Research Enhanced Value ETF was launched on September 25, 2019, and is issued and managed by Columbia Management Investment Advisers, LLC, a member of the Columbia Threadneedle Investments group headquartered in Boston, Massachusetts, with distribution handled by ALPS Distributors, Inc. Recent performance highlights include average annual total returns of 13.92% over three years and 15.19% over five years as of June 30, 2025 (net asset value), outperforming the Russell 1000 Value Index, supported by controlled volatility (1-year standard deviation of 7.82%) and a minimal maximum drawdown of 0.63%; assets under management stand at approximately $78-94 million. No major acquisitions, funding rounds, partnerships, or strategic shifts specific to REVS or its issuer have been reported in the last 1-2 years, with the fund maintaining its core index-tracking strategy and quantitative enhancement methodology amid stable operations.