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Columbia Diversified Fixed Income Allocation ETF

57 hedge funds and large institutions have $259M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
20
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$608K -$471K -25,507 -44%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$537K +$8.09K +438 +2%
AIA
28
Accelerate Investment Advisors
California
$417K +$417K +22,591 New
KWM
29
Kaydan Wealth Management
Michigan
$410K +$109K +5,905 +36%
CIA
30
Concurrent Investment Advisors
Florida
$309K
PAG
31
Private Advisor Group
New Jersey
$307K -$8.32K -450 -3%
AWS
32
Atria Wealth Solutions
New York
$307K -$163K -8,811 -35%
IWM
33
IHT Wealth Management
Illinois
$303K +$303K +16,426 New
WCFA
34
Walkner Condon Financial Advisors
Wisconsin
$293K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$288K +$8.8K +476 +3%
NP
36
NorthRock Partners
Minnesota
$285K
Stifel Financial
37
Stifel Financial
Missouri
$246K +$462 +25 +0.2%
LA
38
Lifeworks Advisors
Michigan
$222K +$222K +12,019 New
KAS
39
Kestra Advisory Services
Texas
$221K -$257K -13,924 -54%
WP
40
WealthPLAN Partners
Nebraska
$210K -$5.05K -273 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$196K +$7.75K +420 +4%
ASN
42
Advisory Services Network
Georgia
$178K
GRP
43
Global Retirement Partners
California
$104K -$79.9K -4,322 -43%
CFGS
44
Concourse Financial Group Securities
Alabama
$98.5K
HI
45
Harbour Investments
Wisconsin
$61K
SPIA
46
Steward Partners Investment Advisory
New York
$40.3K
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$37.7K -$2.05K -111 -5%
NA
48
NewEdge Advisors
Louisiana
$30.1K -$23.6K -1,279 -44%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +1,246 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$18K