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Columbia Diversified Fixed Income Allocation ETF

68 hedge funds and large institutions have $303M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
13
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WF
26
Wayfinding Financial
Washington
$1.11M +$1.11M +53,928 New
UBS Group
27
UBS Group
Switzerland
$1.1M -$871K -50,378 -44%
AI
28
Atria Investments
North Carolina
$1.06M -$86 -5 -0%
CWM
29
Collaborative Wealth Management
Florida
$979K -$33.1K -1,913 -3%
SWMP
30
Signature Wealth Management Partners
New Jersey
$978K -$472K -27,282 -33%
MFA
31
Millington Financial Advisors
Illinois
$919K +$919K +53,146 New
RJA
32
Raymond James & Associates
Florida
$884K -$21.1K -1,218 -2%
OPS
33
Orion Portfolio Solutions
Nebraska
$800K -$289K -16,687 -27%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$716K -$1.36M -78,594 -65%
FI
35
Financial Insights
Washington
$636K -$146K -8,426 -19%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$625K -$13.2K -766 -2%
Truist Financial
37
Truist Financial
North Carolina
$557K
AWS
38
Atria Wealth Solutions
New York
$530K -$17.3K -1,000 -3%
IAG
39
Ipsen Advisor Group
Arkansas
$425K +$425K +24,558 New
IWM
40
IHT Wealth Management
Illinois
$337K -$23K -1,330 -6%
KAS
41
Kestra Advisory Services
Texas
$321K -$21.8K -1,259 -6%
SFWC
42
Strategic Family Wealth Counselors
New Jersey
$305K -$44.3K -2,565 -13%
GRP
43
Global Retirement Partners
California
$289K -$708K -40,930 -71%
GCM
44
Gallacher Capital Management
Colorado
$277K +$277K +16,030 New
ASN
45
Advisory Services Network
Georgia
$273K +$47.2K +2,731 +21%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$269K -$25.4K -1,465 -9%
IA
47
IFP Advisors
Florida
$245K -$241K -12,347 -50%
WIM
48
WealthPlan Investment Management
Nebraska
$224K +$4.57K +259 +2%
WP
49
WealthPLAN Partners
Nebraska
$224K +$224K +12,692 New
PAG
50
Private Advisor Group
New Jersey
$220K +$8.35K +4,686 +4%