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Columbia Diversified Fixed Income Allocation ETF
DIAL

95 hedge funds and large institutions have $818M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

27% more funds holding

Funds holding: 75 → 95 (+20)

7% more capital invested

Capital invested by funds: $761M → $818M (+$56.8M)

4.07% more ownership

Funds ownership: 63.14% → 67.21% (+4.1%)

Holders
95
Holders Change
+20
Holders Change %
+26.67%
% of All Funds
1.46%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
27
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
+$16.4M
2
OIA
OneDigital Investment Advisors
Kansas
+$9.73M
3
Wells Fargo
Wells Fargo
California
+$8.6M
4
TA
TruWealth Advisors
Louisiana
+$3.41M
5
Jane Street
Jane Street
New York
+$3.06M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.4M
2
Ameriprise
Ameriprise
Minnesota
-$18.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.52M
4
LPL Financial
LPL Financial
California
-$3.06M
5
NA
NewEdge Advisors
Louisiana
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
26
Syverson Strege & Co
Iowa
$3.46M +$215K +10,116 +7%
FFA
27
First Foundation Advisors
California
$3.29M -$21.4K -1,008 -0.6%
SWMP
28
Signature Wealth Management Partners
New Jersey
$3.12M -$584K -27,447 -16%
CAN
29
Cetera Advisor Networks
California
$3.1M +$1.34M +63,156 +77%
Jane Street
30
Jane Street
New York
$3.07M +$3.06M +143,966 New
SEA
31
Stegent Equity Advisors
Texas
$3.01M +$3M +141,273 New
PAG
32
Private Advisor Group
New Jersey
$2.88M -$624K -29,340 -18%
AFM
33
Andesa Financial Management
Pennsylvania
$2.68M -$64.9K -3,054 -2%
KAS
34
Kestra Advisory Services
Texas
$2.68M +$110K +5,168 +4%
SDH
35
Sloy Dahl & Holst
Washington
$2.59M – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.91M +$210K +9,864 +12%
GDP
37
Great Diamond Partners
Maine
$1.87M +$98.5K +4,633 +6%
RJA
38
Raymond James & Associates
Florida
$1.82M +$68.8K +3,236 +4%
Citadel Advisors
39
Citadel Advisors
Florida
$1.81M +$1.8M +84,837 New
HighTower Advisors
40
HighTower Advisors
Illinois
$1.8M +$132K +6,188 +8%
SFWC
41
Strategic Family Wealth Counselors
New Jersey
$1.65M +$1.64M +77,188 New
EH
42
Equitable Holdings
New York
$1.57M +$132K +6,193 +9%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.57M +$123K +5,803 +9%
FI
44
Financial Insights
Washington
$1.46M +$129K +6,058 +10%
CWM
45
Collaborative Wealth Management
Florida
$1.45M +$1.44M +67,893 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.38M +$72.8K +3,426 +6%
BA
47
Bivin & Associates
Oklahoma
$1.21M +$1.21M +56,781 New
SWP
48
Stratos Wealth Partners
Ohio
$1.18M +$1.18M +55,513 New
WF
49
Wayfinding Financial
Washington
$1.11M +$1.15M +53,928 New
WP
50
WealthPLAN Partners
Nebraska
$1.06M -$24.4K -1,149 -2%
1
2
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DIAL Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2021, worth a combined $818M — up 7.5% from $761M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIAL positions and 5 closed out — a net gain of 22 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was FDx Advisors, opening a new position worth an estimated $16.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $19.4M.

  • 95 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2021, up from 75 in Q3 2021.
  • Funds reported $818M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
  • 27 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2021 and 5 closed out, a net change of +22 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2021 was FDx Advisors, an estimated $16.4M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2021.