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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

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
Holders
95
Holders Change
+20
Holders Change %
+26.67%
% of All Funds
1.47%
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

1
FA
FDx Advisors
Illinois
$16.4M
2
OIA
OneDigital Investment Advisors
Kansas
$134M
3
Wells Fargo
Wells Fargo
California
$22.5M
4
TA
TruWealth Advisors
Louisiana
$71.1M
5
Jane Street
Jane Street
New York
$3.07M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$8.06M
2
Ameriprise
Ameriprise
Minnesota
$225M
3
Osaic Holdings
Osaic Holdings
Arizona
$12M
4
LPL Financial
LPL Financial
California
$14M
5
NA
NewEdge Advisors
Louisiana
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
26
Syverson Strege & Co
Iowa
$3.46M +$216K +10,116 +7%
FFA
27
First Foundation Advisors
California
$3.29M -$21.5K -1,008 -0.6%
SWMP
28
Signature Wealth Management Partners
New Jersey
$3.12M -$585K -27,447 -16%
CAN
29
Cetera Advisor Networks
California
$3.1M +$1.35M +63,156 +77%
Jane Street
30
Jane Street
New York
$3.07M +$3.07M +143,966 New
SEA
31
Stegent Equity Advisors
Texas
$3.01M +$3.01M +141,273 New
PAG
32
Private Advisor Group
New Jersey
$2.88M -$625K -29,340 -18%
AFM
33
Andesa Financial Management
Pennsylvania
$2.68M -$65.1K -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 +$98.7K +4,633 +6%
RJA
38
Raymond James & Associates
Florida
$1.82M +$69K +3,236 +4%
Citadel Advisors
39
Citadel Advisors
Florida
$1.81M +$1.81M +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 +$1.65M +77,188 New
EH
42
Equitable Holdings
New York
$1.58M +$132K +6,193 +9%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.57M +$124K +5,803 +9%
FI
44
Financial Insights
Washington
$1.46M +$129K +6,058 +10%
CWM
45
Collaborative Wealth Management
Florida
$1.45M +$1.45M +67,893 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.38M +$73K +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 +$1.11M +53,928 New
WP
50
WealthPLAN Partners
Nebraska
$1.06M -$23.8K -1,149 -2%
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