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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

80 hedge funds and large institutions have $398M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-13
Holders Change %
-13.98%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
17
Reduced
48
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$3.73M
2
SSC
2
Syverson Strege & Co
Iowa
$5.74M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$1.36M
4
AAS
4
Ameritas Advisory Services
Nebraska
$27.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.53M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$142M
2
HI
2
Horizon Investments
North Carolina
$0
3
OIA
3
OneDigital Investment Advisors
Kansas
$92.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.15M
5
FA
5
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
26
Great Diamond Partners
Maine
$1.47M -$133K -7,506 -8%
HSA
27
HBK Sorce Advisory
Pennsylvania
$1.36M +$1.36M +77,200 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.3M -$182K -10,315 -12%
OPS
29
Orion Portfolio Solutions
Nebraska
$1.25M -$177K -10,014 -12%
SEA
30
Stegent Equity Advisors
Texas
$1.16M -$188K -10,637 -14%
GRP
31
Global Retirement Partners
California
$1.14M -$14.2K -805 -1%
CWM
32
Collaborative Wealth Management
Florida
$1.1M +$1.1M +62,162 New
AI
33
Atria Investments
North Carolina
$1.04M -$3.63M -205,720 -78%
OMC
34
Old Mission Capital
Illinois
$1.04M -$4.17K -236 -0.4%
RJA
35
Raymond James & Associates
Florida
$1.02M -$141K -7,990 -12%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$1.01M +$179K +10,147 +22%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$993K -$8.37K -474 -0.8%
PWM
38
Prentice Wealth Management
New York
$935K -$1.06M -59,791 -53%
NA
39
NewEdge Advisors
Louisiana
$871K -$2.53M -143,054 -74%
EP
40
Eudaimonia Partners
Tennessee
$826K -$542K -30,674 -40%
FI
41
Financial Insights
Washington
$818K -$413K -23,378 -34%
WF
42
Wayfinding Financial
Washington
$800K -$131K -7,415 -14%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$798K -$65.9K -3,748 -8%
ACS
44
Archford Capital Strategies
Illinois
$711K +$9.87K +559 +1%
BAM
45
Belpointe Asset Management
Nevada
$607K +$182K +10,305 +43%
Truist Financial
46
Truist Financial
North Carolina
$578K +$6.14K +348 +1%
IA
47
IFP Advisors
Florida
$478K – – –
TRIA
48
Trail Ridge Investment Advisors
Colorado
$465K +$465K +26,329 New
EH
49
Equitable Holdings
New York
$410K -$845K -47,882 -67%
AWS
50
Atria Wealth Solutions
New York
$410K -$253K -14,328 -38%
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