Columbia Diversified Fixed Income Allocation ETF
DIAL
28 hedge funds and large institutions have $124M invested in Columbia Diversified Fixed Income Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 2 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
39% more capital invested
Capital invested by funds: $88.9M → $124M (+$35M)
27% more funds holding
Funds holding: 22 → 28 (+6)
12.05% less ownership
Funds ownership: 82.11% → 70.07% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.9M |
| 2 |
Jane Street
New York
|
+$8.66M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$5.78M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.7M |
| 5 |
Morgan Stanley
New York
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$3.44M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.54M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$452K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$324K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$68.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $98K | – | – | – |
|
|
PCM
27
Price Capital Management
Lafayette,
Louisiana
| $98K | – | – | – |
|
|
CFA
28
Carroll Financial Associates
Charlotte,
North Carolina
| $16K | +$16.3K | +791 | New |
|
|
RWA
29
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$3.44M | -168,634 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$324K | -15,846 | Closed |
|
DIAL Hedge Fund Activity: Q3 2019 in Review
28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2019, worth a combined $124M — up 39% from $88.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DIAL positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $3.44M sold.
- 28 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2019, up from 22 in Q2 2019.
- Funds reported $124M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2019, up 39% quarter-over-quarter.
- 8 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2019 and 2 closed out, a net change of +6 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2019 was Ameriprise, an estimated $10.9M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2019 was Redhawk Wealth Advisors, an estimated $3.44M sold.
Based on aggregated 13F filings for Q3 2019.