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Columbia Diversified Fixed Income Allocation ETF
DIAL

93 hedge funds and large institutions have $666M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

1.54% less ownership

Funds ownership: 67.21% → 65.67% (-1.5%)

2% less funds holding

Funds holding: 95 → 93 (-2)

19% less capital invested

Capital invested by funds: $818M → $666M (-$152M)

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
19
Increased
34
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$15.4M
2
PI
PFS Investments
Georgia
+$13.7M
3
Jane Street
Jane Street
New York
+$13.1M
4
AAS
Ameritas Advisory Services
Nebraska
+$6.73M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.9M

Top Sellers

Rank Fund Capital Flow
1
TA
TruWealth Advisors
Louisiana
-$66.7M
2
BWL
Bogart Wealth LLC
Virginia
-$22.7M
3
Bank of America
Bank of America
North Carolina
-$18.6M
4
PWM
Prentice Wealth Management
New York
-$9.12M
5
ARG
Advisory Resource Group
Oklahoma
-$9.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
26
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.1M -$149K -7,374 -4%
CAN
27
Cetera Advisor Networks
California
$3.04M +$217K +10,763 +7%
FFA
28
First Foundation Advisors
California
$2.9M -$108K -5,345 -3%
PAG
29
Private Advisor Group
New Jersey
$2.43M -$211K -10,462 -8%
SWMP
30
Signature Wealth Management Partners
New Jersey
$2.31M -$567K -28,147 -19%
PWM
31
Prentice Wealth Management
New York
$2.19M -$9.12M -452,761 -80%
KAS
32
Kestra Advisory Services
Texas
$1.88M -$584K -28,988 -23%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.84M +$184K +9,154 +11%
GDP
34
Great Diamond Partners
Maine
$1.76M +$55.7K +2,765 +3%
CGFA
35
Colton Groome Financial Advisors
North Carolina
$1.72M +$1.78M +88,340 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.64M -$119K -5,905 -7%
OPS
37
Orion Portfolio Solutions
Nebraska
$1.57M +$135K +6,689 +9%
EP
38
Eudaimonia Partners
Tennessee
$1.51M +$1.56M +77,435 New
SEA
39
Stegent Equity Advisors
Texas
$1.48M -$1.31M -65,226 -46%
EH
40
Equitable Holdings
New York
$1.39M -$55.9K -2,775 -4%
FI
41
Financial Insights
Washington
$1.36M +$23.3K +1,155 +2%
RJA
42
Raymond James & Associates
Florida
$1.29M -$394K -19,545 -23%
GRP
43
Global Retirement Partners
California
$1.2M +$1.32M +65,390 New
OMC
44
Old Mission Capital
Illinois
$1.15M +$1.19M +59,026 New
GFS
45
GYL Financial Synergies
Connecticut
$1.11M +$1.15M +57,124 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.1M -$158K -7,860 -12%
BA
47
Bivin & Associates
Oklahoma
$1.1M -$2.98K -148 -0.3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$958K +$183K +9,093 +23%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$955K +$608K +30,174 +160%
WF
50
Wayfinding Financial
Washington
$952K -$24K -1,191 -2%
1
2
3 4 5

DIAL Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2022, worth a combined $666M — down 19% from $818M a quarter earlier.

Fund positioning in DIAL was balanced in Q1 2022: 19 funds opened new positions, 19 closed out, 34 added to existing stakes and 37 trimmed.

The largest buyer was Horizon Investments, adding an estimated $15.4M. The largest seller was TruWealth Advisors, cutting an estimated $66.7M.

  • 93 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2022, down from 95 in Q4 2021.
  • Funds reported $666M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 19 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2022 and 19 closed out, a net change of 0 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2022 was Horizon Investments, an estimated $15.4M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2022 was TruWealth Advisors, an estimated $66.7M sold.

Based on aggregated 13F filings for Q1 2022.