Columbia Threadneedle Investments Launches Six New ETFs Across Equity and Fixed Income
Expands suite of actively managed and Research Enhanced ETFs leveraging robust investment insights
Building off the success of the
-
Columbia Research Enhanced Small Cap ETF (NYSE Arca: RESM): An actively managed ETF that aims to uncover high-quality small-cap opportunities with strong return potential. -
Columbia Research Enhanced Mid Cap ETF (NYSE Arca: REMC): An actively managed ETF that applies a similar strategy to RESM but targets mid-cap companies positioned for sustainable growth. -
Columbia Research Enhanced International Equity ETF (NYSE Arca: REFA): A rules-based ETF that tracks an indexed strategy focused on exposure to non-
U.S. developed market equities.
The new fixed income ETFs deliver actively managed strategies aimed at total return through income and capital appreciation, each benchmarked to a leading index and managed by experienced teams with deep credit and structured credit expertise. They include:
- Columbia Corporate Bond ETF (NYSE Arca: CCRP): An actively managed ETF that focuses on investment-grade corporate bonds.
-
Columbia Core Plus Bond ETF (NYSE Arca: CRXP): An actively managed diversified fixed income ETF that invests across the
U.S. aggregate bond market with added flexibility for opportunistic positioning. -
(NYSE Arca: AAAC): An actively managed ETF that provides exposure to primarily high-quality, AAA-rated collateralized loan obligations (or equivalently rated by a nationally recognized statistical rating organization (NRSRO)).Columbia AAA CLO ETF
“At Columbia Threadneedle, our investment edge is grounded in the strength of our research and portfolio management teams, and the powerful quantitative and fundamental insights they generate through close collaboration,” said
Each ETF is listed on NYSE Arca and available for purchase through financial intermediaries. With these additions, Columbia Threadneedle now offers a robust suite of 20 U.S.-based ETFs spanning equities, equity income, thematic growth, and fixed income strategies, half of which are actively managed. The firm also recently launched its QR (Quant Redefined)
The firm’s growing ETF lineup reflects a commitment to innovation and the pursuit of alpha, whether through fundamentally driven active strategies or approaches that integrate proprietary research with smart indexing to navigate evolving market conditions. These ETFs offer streamlined access to key asset classes, giving investors the flexibility and precision to build cost-efficient portfolios.
About
Notes to editors
|
Fund |
Ticker |
Fee (net/gross) |
Strategy Type |
Benchmark |
Portfolio Managers |
|
Columbia Research Enhanced International Equity ETF |
REFA |
0.32%/0.32% |
Equity (Indexed) |
Beta Advantage® Research Enhanced International Equity Index |
|
|
Columbia Research Enhanced Mid Cap ETF |
REMC |
0.32%/0.32% |
Equity (Actively managed) |
Solactive United States 800 Index |
|
|
Columbia Research Enhanced Small Cap ETF |
RESM |
0.32%/0.32% |
Equity (Actively managed) |
Solactive United States 2000 Index |
|
|
Columbia Corporate Bond ETF |
CCRP |
0.35%/0.49%* |
Fixed Income (Actively managed) |
Bloomberg |
|
|
Columbia Core Plus Bond ETF |
CRXP |
0.38%/0.48%* |
Fixed Income (Actively managed) |
Bloomberg |
|
|
|
AAAC |
0.20%/0.20% |
Fixed Income (Actively managed) |
J.P. Morgan CLO Index (CLOIE) |
|
* Net expense ratio reflects a contractual fee waiver/expense reimbursement through 07/31/26, unless sooner terminated at the sole discretion of the fund's board
1 As of
The fund’s expense ratio is from the most recent prospectus. The investment manager and certain of its affiliates have contractually agreed to waive certain fees and/or to reimburse certain expenses of the fund.
The Funds are new as of the date of this release and therefore performance information is not available.
Diversification does not eliminate risk.
Alpha is defined as a measure of an investment's performance that indicates its ability to generate returns in excess of a relevant benchmark, after adjusting for the risk (volatility) taken.
The views expressed are as of the date given, may change as market or other conditions change and may differ from views expressed by other
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, please visit https://www.columbiathreadneedleus.com/etf to view or download a prospectus. Read the prospectus carefully before investing.
General ETF Risks
There are risks involved with investing in ETFs, including the loss of the principal amount that you invest.
ETF shares are bought and sold throughout the trading day at their market price, not their NAV, on the exchange on which they are listed. ETF shares may trade in the market at a premium or discount to their NAV. A financial intermediary (such as a broker) may charge a commission to execute a transaction in ETF shares, and an investor also may incur the cost of the spread between the price at which a dealer will buy ETF shares and the somewhat higher price at which a dealer will sell ETF shares.
ETF shares are not individually redeemable from an ETF. Only market makers or Authorized Participants may trade directly with an ETF, typically in large blocks of shares, as disclosed in each Fund’s prospectus.
Fund Investment Risks
Due to its active management, the Fund could underperform its benchmark index and/or other funds with similar investment objectives and/or strategies.
Fixed income securities Involve interest rate, credit, inflation, illiquidity, and reinvestment risks.
Interest rate risk is the risk that fixed income securities will decline in value because of changes in interest rates. Generally, the value of debt securities falls as interest rates rise. Fixed income securities differ in their sensitivities to changes in interest rates. Fixed income securities with longer effective durations tend to be more sensitive to changes in interest rates, usually making them more volatile than securities with shorter effective durations. Effective duration is determined by a number of factors including coupon rate, whether the coupon is fixed or floating, time to maturity, call or put features, and various repayment features.
Credit risk is the risk that the value of debt instruments may decline if the borrower or the issuer thereof defaults or otherwise becomes unable or unwilling, or is perceived to be unable or unwilling, to honor its financial obligations, such as making payments to the Fund when due. Credit rating agencies assign credit ratings to certain debt instruments to indicate their credit risk. A rating downgrade by such agencies can negatively impact the value of such instruments. Lower-rated or unrated instruments held by the Fund may present increased credit risk as compared to higher-rated instruments. Non-investment grade debt instruments may be subject to greater price fluctuations and are more likely to experience a default than investment grade debt instruments and therefore may expose the Fund to increased credit risk.
Foreign investments subject the fund to risks, including political, economic, market, social and others within a particular country, as well as to currency instabilities and less stringent financial and accounting standards generally applicable to
Investing involves risks, including the risk of loss of principal.
Market risk may affect a single issuer, sector of the economy, industry, or the market as a whole.
Although the Fund’s shares are listed on an exchange, there can be no assurance that an active, liquid or otherwise orderly trading market for shares will be established or maintained. The Fund may have portfolio turnover, which may cause an adverse cost impact.
This fund is new and has limited operating history.
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Meghan.Shields@columbiathreadneedle.com
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