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

Columbia Threadneedle Investments today announced the launch of six new exchange-traded funds (ETFs), further expanding its differentiated range of actively managed and Research Enhanced strategies designed with the goal of outperforming traditional benchmarks. The additions to the firm's lineup provide investors with targeted exposure to key segments of the equity and fixed income markets through transparent, efficient vehicles.

Building off the success of the Columbia Research Enhanced Core ETF (NYSE:RECS), these three new equity ETFs round out the firm's recognized Research Enhanced suite, which is designed to improve traditional benchmark exposures by removing securities where research indicates low conviction. This practical framework seeks to address a common challenge that financial advisors face: the inability to remove underperforming stocks from traditional index investments to improve client asset allocation and portfolio outcomes. These new strategies are:

• Columbia Research Enhanced Small Cap ETF (NYSE: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: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: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:CCRP): An actively managed ETF that focuses on investment-grade corporate bonds.
• Columbia Core Plus Bond ETF (NYSE:CRXP): An actively managed diversified fixed income ETF that invests across the U.S. aggregate bond market with added flexibility for opportunistic positioning.
• Columbia AAA CLO ETF (NYSE: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)).

"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 Marc Zeitoun, Head of North America Product and Business Intelligence. "These six new ETFs reflect our commitment to providing investors with that differentiated expertise through transparent, efficient solutions that are thoughtfully and intentionally designed with the goal of outperforming traditional benchmarks."

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) ETF Series in Europe, debuting two actively managed equity ETFs, with two more in the series set to launch in the coming months.

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 Columbia Threadneedle Investments

Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,300 people, including over 550 investment professionals based in North America, Europe and Asia, we manage and advise $714 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.¹

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE:AMP). For more information, please visit columbiathreadneedleus.com.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Notes to editors

^* 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 September 30, 2025

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 Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments or investment decisions made by CMIA and its affiliates, whether for its own account or on behalf of clients, may not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not take into consideration individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Asset classes described may not be appropriate for all investors. Past performance does not guarantee future results, and no forecast should be considered a guarantee either. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate.

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.

Columbia Management Investment Advisers, LLC serves as the investment manager to the ETFs. ALPS Distributors, Inc. (Member FINRA) is the distributor for Columbia Threadneedle Investments ETFs. Columbia Management Investment Distributors, Inc., (Member FINRA) is a marketing agent for the ETFs. ALPS Distributors, Inc. is not affiliated with Columbia Threadneedle Investments.

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 U.S. issuers.

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.

© 2025 Columbia Management Investment Advisers, LLC. All rights reserved.

AdTrax: CTNA8643139.1-

ALPS: CET002624

View source version on businesswire.com: https://www.businesswire.com/news/home/20251215986063/en/

Meghan Shields

Meghan.Shields@columbiathreadneedle.com

617.451.0739