Columbia Diversified Fixed Income Allocation ETF
DIAL
34 hedge funds and large institutions have $155M invested in Columbia Diversified Fixed Income Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
25% more capital invested
Capital invested by funds: $124M → $155M (+$31.5M)
21% more funds holding
Funds holding: 28 → 34 (+6)
6.57% less ownership
Funds ownership: 70.07% → 63.5% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.84M |
| 2 |
Morgan Stanley
New York
|
+$7.49M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.43M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.92M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.95M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.18M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$47.7K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$21.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCB
26
Cutter & Co Brokerage
Ballwin,
Missouri
| $343K | +$121K | +5,811 | +54% |
|
|
CAN
27
Cetera Advisor Networks
El Segundo,
California
| $324K | +$324K | +15,585 | New |
|
|
NP
28
NorthRock Partners
Minneapolis,
Minnesota
| $320K | -$478 | -23 | -0.1% |
|
|
CCM
29
Coe Capital Management
Highland Park,
Illinois
| $315K | – | – | – |
|
|
IA
30
IFG Advisory
Atlanta,
Georgia
| $299K | +$299K | +14,390 | New |
|
31
Barclays
London,
United Kingdom
| $98K | – | – | – |
|
|
PCM
32
Price Capital Management
Lafayette,
Louisiana
| $98K | – | – | – |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $70K | -$47.7K | -2,298 | -41% |
|
|
CFA
34
Carroll Financial Associates
Charlotte,
North Carolina
| $29K | +$12.6K | +606 | +77% |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$3.95M | -189,818 | Closed |
|
DIAL Hedge Fund Activity: Q4 2019 in Review
34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2019, worth a combined $155M — up 25% from $124M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DIAL positions and 1 closed out — a net gain of 6 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Ameriprise, adding an estimated $8.84M. The largest seller was Jane Street, cutting an estimated $5.92M.
- 34 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2019, up from 28 in Q3 2019.
- Funds reported $155M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2019, up 25% quarter-over-quarter.
- 7 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2019 and 1 closed out, a net change of +6 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2019 was Ameriprise, an estimated $8.84M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2019 was Jane Street, an estimated $5.92M sold.
Based on aggregated 13F filings for Q4 2019.