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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

63 hedge funds and large institutions have $286M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
23
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.1M
2
UBS Group
2
UBS Group
Switzerland
$10.5M
3
Ameriprise
3
Ameriprise
Minnesota
$148M
4
PVI
4
Pine Valley Investments
New Jersey
$16M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18M
2
Wells Fargo
2
Wells Fargo
California
$11.2M
3
SFWC
3
Strategic Family Wealth Counselors
New Jersey
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$882K +$518K +29,120 +142%
MFA
27
Millington Financial Advisors
Illinois
$840K +$26.7K +1,500 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$781K -$30.9K -1,738 -4%
GFS
29
GYL Financial Synergies
Connecticut
$635K -$774K -43,549 -55%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$562K -$217K -12,207 -28%
AWS
31
Atria Wealth Solutions
New York
$518K -$64.4K -3,620 -11%
KAS
32
Kestra Advisory Services
Texas
$456K +$48.8K +2,747 +12%
AAS
33
Ameritas Advisory Services
Nebraska
$399K +$139K +7,820 +54%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$317K -$16.7K -941 -5%
IW
35
Imprint Wealth
South Carolina
$294K -$32.8K -1,865 -10%
KWM
36
Kaydan Wealth Management
Michigan
$283K +$283K +15,911 New
NP
37
NorthRock Partners
Minnesota
$274K – – –
PAG
38
Private Advisor Group
New Jersey
$272K -$911K -51,219 -77%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$271K -$5.65K -318 -2%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$266K -$1.78K -100 -0.7%
FI
41
Financial Insights
Washington
$254K -$33K -1,858 -11%
OMC
42
Old Mission Capital
Illinois
$253K -$781K -43,921 -76%
Stifel Financial
43
Stifel Financial
Missouri
$236K +$2.26K +127 +1%
PCIA
44
Prime Capital Investment Advisors
Kansas
$215K +$889 +50 +0.4%
PCMC
45
Private Capital Management (Colorado)
Colorado
$208K +$7.77K +437 +4%
WP
46
WealthPLAN Partners
Nebraska
$204K +$124 +7 +0.1%
IWM
47
IHT Wealth Management
Illinois
$201K -$58K -3,260 -22%
GRP
48
Global Retirement Partners
California
$177K -$55.7K -3,134 -24%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$149K +$149K +8,357 +92,856%
CFGS
50
Concourse Financial Group Securities
Alabama
$94.8K – – –
1
2
3