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Columbia Diversified Fixed Income Allocation ETF

65 hedge funds and large institutions have $278M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
19
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Collaborative Wealth Management
Florida
$916K +$41.4K +2,294 +5%
MFA
27
Millington Financial Advisors
Illinois
$826K -$56.6K -3,133 -6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$824K -$319K -17,697 -28%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$791K +$791K +43,795 New
AWA
30
Acorn Wealth Advisors
Michigan
$700K +$700K +38,795 New
AWS
31
Atria Wealth Solutions
New York
$592K -$18.1K -1,000 -3%
KAS
32
Kestra Advisory Services
Texas
$414K +$94.7K +5,249 +30%
Citadel Advisors
33
Citadel Advisors
Florida
$370K -$1.34M -73,967 -78%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$339K -$20.7K -1,150 -6%
IW
35
Imprint Wealth
South Carolina
$335K +$11.2K +622 +3%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$307K +$307K +17,015 New
FI
37
Financial Insights
Washington
$292K -$39.1K -2,165 -12%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$281K -$15.5K -857 -5%
NP
39
NorthRock Partners
Minnesota
$278K +$278K +15,400 New
FFA
40
Fragasso Financial Advisors
Pennsylvania
$277K +$277K +15,354 New
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$272K +$26.4K +1,460 +11%
AAS
42
Ameritas Advisory Services
Nebraska
$264K -$2.68M -148,476 -91%
IWM
43
IHT Wealth Management
Illinois
$263K -$26.8K -1,486 -9%
Stifel Financial
44
Stifel Financial
Missouri
$237K +$237K +13,131 New
GRP
45
Global Retirement Partners
California
$233K -$17.6K -989 -7%
PCIA
46
Prime Capital Investment Advisors
Kansas
$217K
WP
47
WealthPLAN Partners
Nebraska
$207K +$1.41K +78 +0.7%
PCMC
48
Private Capital Management (Colorado)
Colorado
$203K -$6.21K -344 -3%
ASN
49
Advisory Services Network
Georgia
$171K +$171K +9,477 New
NA
50
NewEdge Advisors
Louisiana
$131K -$16.4K -908 -11%