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Columbia Diversified Fixed Income Allocation ETF
DIAL

36 hedge funds and large institutions have $139M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 34 → 36 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

10% less capital invested

Capital invested by funds: $155M → $139M (-$15.9M)

11.71% less ownership

Funds ownership: 63.5% → 51.79% (-12%)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
13
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$16.9M
2
Morgan Stanley
Morgan Stanley
New York
+$2.93M
3
Wells Fargo
Wells Fargo
California
+$2.18M
4
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$2.06M
5
Bank of America
Bank of America
North Carolina
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$32.7M
2
CWA
Capital Wealth Alliance
Arizona
-$1.21M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.03M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.02M
5
LPL Financial
LPL Financial
California
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
26
Capital Wealth Alliance
Arizona
$377K -$1.21M -58,975 -76%
CCB
27
Cutter & Co Brokerage
Missouri
$363K +$36.5K +1,773 +11%
CAN
28
Cetera Advisor Networks
California
$361K +$53.5K +2,600 +17%
NP
29
NorthRock Partners
Minnesota
$306K +$473 +23 +0.1%
CCM
30
Coe Capital Management
Illinois
$301K – – –
AWM
31
AE Wealth Management
Kansas
$242K +$251K +12,184 New
SS
32
Simplicity Solutions
Minnesota
$242K +$251K +12,184 New
FHA
33
Flagship Harbor Advisors
Massachusetts
$107K +$111K +5,407 New
IA
34
IFP Advisors
Florida
$99K +$36.7K +1,782 +53%
CFA
35
Carroll Financial Associates
North Carolina
$11K -$16.8K -818 -59%
AF
36
Allworth Financial
California
$7K +$6.81K +331 New
LNC
37
Lincoln National Corp
Pennsylvania
– -$1.03M -49,287 Closed
FTUS
38
Flow Traders U.S.
New York
– -$656K -31,532 Closed
IA
39
IFG Advisory
Georgia
– -$299K -14,390 Closed
Barclays
40
Barclays
United Kingdom
– -$98K -4,700 Closed
PCM
41
Price Capital Management
Louisiana
– -$98K -4,700 Closed
1
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DIAL Hedge Fund Activity: Q1 2020 in Review

36 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2020, worth a combined $139M — down 10% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIAL positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $16.9M. The largest seller was Ameriprise, cutting an estimated $32.7M.

  • 36 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2020, up from 34 in Q4 2019.
  • Funds reported $139M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2020, down 10% quarter-over-quarter.
  • 9 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2020 and 5 closed out, a net change of +4 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2020 was Jane Street, an estimated $16.9M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2020 was Ameriprise, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2020.