Columbia Diversified Fixed Income Allocation ETF
DIAL
47 hedge funds and large institutions have $244M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 8 closing their positions.
675% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 4
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
25% more capital invested
Capital invested by funds: $195M → $244M (+$48.9M)
7% more funds holding
Funds holding: 44 → 47 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.06% less ownership
Funds ownership: 56.89% → 54.83% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.21M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.62M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.61M |
| 5 |
Morgan Stanley
New York
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$8.18M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.24M |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$919K |
| 4 |
Jane Street
New York
|
-$483K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$435K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$435K | -20,597 | Closed |
|
|
NP
52
NorthRock Partners
Minneapolis,
Minnesota
| – | -$325K | -15,388 | Closed |
|
|
BCA
53
Bay Colony Advisors
Concord,
Massachusetts
| – | -$244K | -11,557 | Closed |
|
|
HH
54
Hilltop Holdings
Dallas,
Texas
| – | -$230K | -10,882 | Closed |
|
|
PFGIA
55
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$8K | -381 | Closed |
|
DIAL Hedge Fund Activity: Q3 2020 in Review
47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2020, worth a combined $244M — up 25% from $195M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DIAL positions and 8 closed out — a net gain of 3 holders — while 31 added to existing stakes and 4 trimmed.
The largest buyer was Ameriprise, adding an estimated $19.2M. The largest seller was Horizon Investments, cutting an estimated $8.18M.
- 47 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2020, up from 44 in Q2 2020.
- Funds reported $244M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2020, up 25% quarter-over-quarter.
- 11 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2020 and 8 closed out, a net change of +3 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2020 was Ameriprise, an estimated $19.2M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2020 was Horizon Investments, an estimated $8.18M sold.
Based on aggregated 13F filings for Q3 2020.