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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

67 hedge funds and large institutions have $459M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+20
Holders Change %
+42.55%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
24
Increased
30
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$85.9M
2
Ameriprise
Ameriprise
Minnesota
+$15.5M
3
LPL Financial
LPL Financial
California
+$6.79M
4
Morgan Stanley
Morgan Stanley
New York
+$5.83M
5
Bank of America
Bank of America
North Carolina
+$5.76M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$8.12M
2
IAIM
International Assets Investment Management
Florida
-$1.19M
3
VC
Veracity Capital
Georgia
-$734K
4
22CM
20/20 Capital Management
California
-$692K
5
EH
Equitable Holdings
New York
-$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.96M -$159K -7,190 -8%
FFA
27
First Foundation Advisors
California
$1.62M +$384K +17,376 +31%
EP
28
Eudaimonia Partners
Tennessee
$1.51M +$48.9K +2,213 +3%
LNC
29
Lincoln National Corp
Pennsylvania
$1.47M -$264K -11,962 -15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.36M +$92.3K +4,177 +7%
Citadel Advisors
31
Citadel Advisors
Florida
$1.34M +$1.34M +60,823 New
RCAG
32
Rehmann Capital Advisory Group
Michigan
$1.13M -$8.42K -381 -0.7%
SHWM
33
Silicon Hills Wealth Management
Texas
$1.13M +$1.13M +50,971 New
WDC
34
Woodward Diversified Capital
California
$1.02M +$1.02M +46,000 New
GDP
35
Great Diamond Partners
Maine
$910K +$127K +5,753 +16%
RJA
36
Raymond James & Associates
Florida
$823K +$93.7K +4,241 +13%
FI
37
Financial Insights
Washington
$749K +$392K +17,730 +110%
OPS
38
Orion Portfolio Solutions
Nebraska
$683K +$683K +30,907 New
Stifel Financial
39
Stifel Financial
Missouri
$629K +$629K +28,457 New
CWA
40
Capital Wealth Alliance
Arizona
$604K +$604K +27,662 New
PA
41
Parallel Advisors
California
$598K -$40.2K -1,821 -6%
CAN
42
Cetera Advisor Networks
California
$568K +$131K +5,913 +30%
CFD
43
Creative Financial Designs
Indiana
$541K +$541K +24,485 New
CCB
44
Cutter & Co Brokerage
Missouri
$516K +$3.8K +172 +0.7%
IAIM
45
International Assets Investment Management
Florida
$477K -$1.19M -53,939 -71%
CWM
46
Cornerstone Wealth Management
Missouri
$399K +$399K +18,065 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$389K – – –
MC
48
Moors & Cabot
Massachusetts
$353K +$144K +6,475 +69%
NP
49
NorthRock Partners
Minnesota
$340K +$340K +15,400 New
AWM
50
AE Wealth Management
Kansas
$317K -$111 -5 -0%
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