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Columbia Diversified Fixed Income Allocation ETF
DIAL

47 hedge funds and large institutions have $244M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 4

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $195M → $244M (+$48.9M)

7% more funds holding

Funds holding: 44 → 47 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.06% less ownership

Funds ownership: 56.89% → 54.83% (-2.1%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
31
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$19.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
3
Bank of America
Bank of America
North Carolina
+$6.62M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.61M
5
Morgan Stanley
Morgan Stanley
New York
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$8.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.24M
3
AFM
Andesa Financial Management
Pennsylvania
-$919K
4
Jane Street
Jane Street
New York
-$483K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$435K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$1.11M +$110K +5,110 +11%
22CM
27
20/20 Capital Management
California
$960K -$25.8K -1,197 -3%
OIA
28
OneDigital Investment Advisors
Kansas
$895K +$321K +14,872 +56%
GDP
29
Great Diamond Partners
Maine
$762K +$765K +35,448 New
VC
30
Veracity Capital
Georgia
$734K +$737K +34,160 New
RJA
31
Raymond James & Associates
Florida
$710K +$308K +14,278 +76%
PA
32
Parallel Advisors
California
$622K +$217K +10,079 +54%
CCB
33
Cutter & Co Brokerage
Missouri
$499K +$75K +3,474 +18%
CAN
34
Cetera Advisor Networks
California
$426K +$39.9K +1,850 +10%
FI
35
Financial Insights
Washington
$348K +$338K +15,678 +3,117%
AWM
36
AE Wealth Management
Kansas
$309K +$99.7K +4,619 +47%
SS
37
Simplicity Solutions
Minnesota
$309K +$99.7K +4,619 +47%
SDH
38
Sloy Dahl & Holst
Washington
$275K +$275K +12,764 New
CA
39
Cetera Advisors
Colorado
$272K +$273K +12,650 New
MC
40
Moors & Cabot
Massachusetts
$203K +$204K +9,450 New
BC
41
Brio Consultants
California
$201K +$202K +9,348 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$133K +$324 +15 +0.2%
IA
43
IFP Advisors
Florida
$20K -$40K -1,855 -67%
SPIA
44
Steward Partners Investment Advisory
New York
$18K +$4.75K +220 +35%
ASN
45
Advisory Services Network
Georgia
$10K +$9.9K +459 New
AF
46
Allworth Financial
California
$8K – – –
F
47
F3Logic
Minnesota
$4.09K +$4.11M +190,298 New
Citadel Advisors
48
Citadel Advisors
Florida
– -$7.24M -342,643 Closed
AFM
49
Andesa Financial Management
Pennsylvania
– -$919K -43,542 Closed
Jane Street
50
Jane Street
New York
– -$483K -22,878 Closed
1
2
3

DIAL Hedge Fund Activity: Q3 2020 in Review

47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2020, worth a combined $244M — up 25% from $195M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DIAL positions and 8 closed out — a net gain of 3 holders — while 31 added to existing stakes and 4 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.2M. The largest seller was Horizon Investments, cutting an estimated $8.18M.

  • 47 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2020, up from 44 in Q2 2020.
  • Funds reported $244M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2020, up 25% quarter-over-quarter.
  • 11 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2020 and 8 closed out, a net change of +3 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2020 was Ameriprise, an estimated $19.2M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2020 was Horizon Investments, an estimated $8.18M sold.

Based on aggregated 13F filings for Q3 2020.