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Columbia Diversified Fixed Income Allocation ETF

70 hedge funds and large institutions have $272M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
11
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFS
26
GYL Financial Synergies
Connecticut
$987K -$7.32M -409,350 -88%
RJA
27
Raymond James & Associates
Florida
$962K +$48.5K +2,713 +5%
MFA
28
Millington Financial Advisors
Illinois
$945K -$4.36K -244 -0.5%
CG
29
Colony Group
Massachusetts
$888K -$1.68M -93,922 -65%
PAG
30
Private Advisor Group
New Jersey
$777K -$1.43M -79,910 -65%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$736K -$7.68K -428 -1%
SWMP
32
Signature Wealth Management Partners
New Jersey
$660K -$351K -19,629 -35%
OPS
33
Orion Portfolio Solutions
Nebraska
$654K -$173K -9,694 -21%
BCI
34
Brinker Capital Investments
Pennsylvania
$654K +$654K +36,576 New
FI
35
Financial Insights
Washington
$539K -$118K -6,609 -18%
AWS
36
Atria Wealth Solutions
New York
$537K -$10.9K -610 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$481K +$481K +26,908 New
IW
38
Imprint Wealth
South Carolina
$443K +$443K +24,813 New
FFN
39
Focus Financial Network
Minnesota
$438K +$438K +24,515 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$431K -$215K -12,020 -33%
AAS
41
Avantax Advisory Services
Texas
$365K -$1.02M -57,053 -74%
KAS
42
Kestra Advisory Services
Texas
$334K +$1.89K +106 +0.6%
SFWC
43
Strategic Family Wealth Counselors
New Jersey
$315K
GRP
44
Global Retirement Partners
California
$306K +$7.94K +445 +3%
IWM
45
IHT Wealth Management
Illinois
$296K -$52.5K -2,937 -15%
GCM
46
Gallacher Capital Management
Colorado
$287K +$125 +7 +0%
OP
47
ORG Partners
Indiana
$262K +$262K +14,689 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$243K -$34.4K -1,930 -12%
DZ Bank
49
DZ Bank
Germany
$240K +$140K +7,810 +139%
NA
50
NewEdge Advisors
Louisiana
$228K -$369K -20,659 -62%