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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

68 hedge funds and large institutions have $365M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-12
Holders Change %
-15%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
18
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GFS
GYL Financial Synergies
Connecticut
$6.07M
2
Bank of America
Bank of America
North Carolina
$12.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.71M
4
MG
Mather Group
Illinois
$1.1M
5
RCAG
Rehmann Capital Advisory Group
Michigan
$2.01M

Top Sellers

1
SSC
Syverson Strege & Co
Iowa
$80K
2
OIA
OneDigital Investment Advisors
Kansas
$82.7M
3
Ameriprise
Ameriprise
Minnesota
$130M
4
UBS Group
UBS Group
Switzerland
$1.91M
5
Jane Street
Jane Street
New York
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
26
Great Diamond Partners
Maine
$1.34M -$49.8K -2,979 -4%
MG
27
Mather Group
Illinois
$1.1M +$1.1M +65,778 New
OPS
28
Orion Portfolio Solutions
Nebraska
$1.05M -$127K -7,602 -11%
AI
29
Atria Investments
North Carolina
$1.03M +$42.5K +2,539 +4%
CWM
30
Collaborative Wealth Management
Florida
$979K -$61.1K -3,651 -6%
GRP
31
Global Retirement Partners
California
$968K -$117K -6,963 -11%
Citadel Advisors
32
Citadel Advisors
Florida
$945K -$969K -57,865 -51%
RJA
33
Raymond James & Associates
Florida
$876K -$94.3K -5,632 -10%
FI
34
Financial Insights
Washington
$756K -$18.7K -1,120 -2%
PWM
35
Prentice Wealth Management
New York
$741K -$152K -9,000 -17%
OMC
36
Old Mission Capital
Illinois
$699K -$284K -16,999 -29%
ACS
37
Archford Capital Strategies
Illinois
$668K -$5.65K -338 -0.8%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$618K -$142K -8,475 -19%
NA
39
NewEdge Advisors
Louisiana
$588K -$237K -14,146 -29%
BAM
40
Belpointe Asset Management
Nevada
$585K +$8.98K +536 +2%
TRIA
41
Trail Ridge Investment Advisors
Colorado
$584K +$130K +7,512 +29%
Truist Financial
42
Truist Financial
North Carolina
$539K -$9.22K -551 -2%
AWS
43
Atria Wealth Solutions
New York
$530K +$142K +8,460 +36%
IA
44
IFP Advisors
Florida
$477K -$1.02K -53 -0.2%
CFD
45
Creative Financial Designs
Indiana
$411K +$27.6K +1,651 +7%
IWM
46
IHT Wealth Management
Illinois
$348K +$348K +20,828 New
SFWC
47
Strategic Family Wealth Counselors
New Jersey
$338K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$335K -$1.12M -66,610 -77%
KAS
49
Kestra Advisory Services
Texas
$332K +$33.9K +2,025 +11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$285K -$657K -39,231 -70%
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