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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

80 hedge funds and large institutions have $763M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.4%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
11
Increased
46
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$223M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$61.8M
3
OIA
OneDigital Investment Advisors
Kansas
$118M
4
Citadel Advisors
Citadel Advisors
Florida
$5.72M
5
AFM
Andesa Financial Management
Pennsylvania
$5.47M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$25.9M
2
Bank of America
Bank of America
North Carolina
$29.1M
3
TA
TruWealth Advisors
Louisiana
$65.9M
4
Jane Street
Jane Street
New York
$0
5
EH
Equitable Holdings
New York
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$3.3M +$867K +40,231 +36%
SSC
27
Syverson Strege & Co
Iowa
$3.16M +$3.08M +142,877 +4,021%
PAG
28
Private Advisor Group
New Jersey
$3.1M +$30.9K +1,433 +1%
AI
29
Atria Investments
North Carolina
$3.05M +$112K +5,191 +4%
KAS
30
Kestra Advisory Services
Texas
$2.48M +$1.72M +80,058 +229%
SHWM
31
Silicon Hills Wealth Management
Texas
$2.29M +$20K +930 +0.9%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.1M +$22K +1,019 +1%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$1.78M +$73.7K +3,394 +4%
GDP
34
Great Diamond Partners
Maine
$1.76M +$368K +17,099 +26%
EP
35
Eudaimonia Partners
Tennessee
$1.75M +$350K +16,241 +25%
CAN
36
Cetera Advisor Networks
California
$1.69M +$1.03M +47,847 +156%
EH
37
Equitable Holdings
New York
$1.53M -$604K -28,045 -28%
RJA
38
Raymond James & Associates
Florida
$1.5M +$453K +21,017 +43%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.5M +$61.5K +2,852 +4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.43M +$683K +31,724 +92%
GRP
41
Global Retirement Partners
California
$1.37M +$1.37M +63,369 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.3M -$33.1K -1,536 -2%
AIC
43
Ameritas Investment Company
Nebraska
$1.24M +$1.24M +57,488 New
ARC
44
Advisor Resource Council
Texas
$1.18M +$1.18M +54,524 New
OPS
45
Orion Portfolio Solutions
Nebraska
$1.05M +$57.9K +2,689 +6%
Citigroup
46
Citigroup
New York
$991K – – –
Stifel Financial
47
Stifel Financial
Missouri
$875K +$85K +3,941 +11%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$746K -$34.9K -1,619 -4%
SFS
49
Sowell Financial Services
Arkansas
$693K +$157K +7,279 +29%
ACS
50
Archford Capital Strategies
Illinois
$686K +$69.1K +3,204 +11%
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