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Columbia Diversified Fixed Income Allocation ETF
DIAL

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

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10% more capital invested

Capital invested by funds: $235M → $259M (+$24.4M)

0.47% more ownership

Funds ownership: 64.94% → 65.41% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

7% less funds holding

Funds holding: 61 → 57 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.93M
2
Bank of America
Bank of America
North Carolina
+$5.78M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.59M
4
PVI
Pine Valley Investments
New Jersey
+$3.3M
5
Morgan Stanley
Morgan Stanley
New York
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.08M
2
NIWA
New Insight Wealth Advisors
California
-$1.32M
3
RJA
Raymond James & Associates
Florida
-$964K
4
Wells Fargo
Wells Fargo
California
-$551K
5
Citadel Advisors
Citadel Advisors
Florida
-$462K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$608K -$462K -25,507 -44%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$537K +$7.94K +438 +2%
AIA
28
Accelerate Investment Advisors
California
$417K +$410K +22,591 New
KWM
29
Kaydan Wealth Management
Michigan
$410K +$107K +5,905 +36%
CIA
30
Concurrent Investment Advisors
Florida
$309K – – –
PAG
31
Private Advisor Group
New Jersey
$307K -$8.16K -450 -3%
AWS
32
Atria Wealth Solutions
New York
$307K -$160K -8,811 -35%
IWM
33
IHT Wealth Management
Illinois
$303K +$298K +16,426 New
WCFA
34
Walkner Condon Financial Advisors
Wisconsin
$293K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$288K +$8.63K +476 +3%
NP
36
NorthRock Partners
Minnesota
$285K – – –
Stifel Financial
37
Stifel Financial
Missouri
$246K +$453 +25 +0.2%
LA
38
Lifeworks Advisors
Michigan
$222K +$218K +12,019 New
KAS
39
Kestra Advisory Services
Texas
$221K -$252K -13,924 -54%
WP
40
WealthPLAN Partners
Nebraska
$210K -$4.95K -273 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$196K +$7.61K +420 +4%
ASN
42
Advisory Services Network
Georgia
$178K – – –
GRP
43
Global Retirement Partners
California
$104K -$78.4K -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 -$2.01K -111 -5%
NA
48
NewEdge Advisors
Louisiana
$30.1K -$23.2K -1,279 -44%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$23K +$22.6K +1,246 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
1
2
3

DIAL Hedge Fund Activity: Q3 2024 in Review

57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2024, worth a combined $259M — up 10% from $235M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DIAL and 4 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Ameriprise, adding an estimated $9.93M. The largest seller was Jane Street, exiting entirely with an estimated $8.08M sold.

  • 57 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2024, down from 61 in Q2 2024.
  • Funds reported $259M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 4 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2024 and 8 closed out, a net change of -4 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2024 was Ameriprise, an estimated $9.93M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2024 was Jane Street, an estimated $8.08M sold.

Based on aggregated 13F filings for Q3 2024.