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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

67 hedge funds and large institutions have $459M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+20
Holders Change %
+42.55%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
24
Increased
30
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$86.8M
2
Ameriprise
Ameriprise
Minnesota
$121M
3
LPL Financial
LPL Financial
California
$15.2M
4
Morgan Stanley
Morgan Stanley
New York
$25.9M
5
Bank of America
Bank of America
North Carolina
$23.9M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
IAIM
International Assets Investment Management
Florida
$477K
3
VC
Veracity Capital
Georgia
$0
4
22CM
20/20 Capital Management
California
$281K
5
EH
Equitable Holdings
New York
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
51
Mariner Independent Advisor Network
Kansas
$305K +$305K +13,794 New
SDH
52
Sloy Dahl & Holst
Washington
$304K +$25.5K +1,167 +9%
SS
53
Simplicity Solutions
Minnesota
$302K -$14.5K -658 -5%
22CM
54
20/20 Capital Management
California
$281K -$692K -31,729 -71%
BCA
55
Bay Colony Advisors
Massachusetts
$276K +$276K +12,513 New
CA
56
Cetera Advisors
Colorado
$269K -$10.2K -463 -4%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$234K +$234K +10,615 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$221K +$221K +10,000 New
MML Investors Services
59
MML Investors Services
Massachusetts
$208K +$208K +9,422 New
LWAC
60
Laurel Wealth Advisors (California)
California
$205K +$205K +9,289 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$126K +$126K +5,697 New
FWM
62
Filbrandt Wealth Management
Wisconsin
$51K +$51K +2,308 New
SPIA
63
Steward Partners Investment Advisory
New York
$34K +$15.4K +707 +83%
WEC
64
Winslow Evans & Crocker
Massachusetts
$27K +$27K +1,204 New
IA
65
IFP Advisors
Florida
$20K -$530 -24 -3%
AF
66
Allworth Financial
California
$19K +$10.4K +462 +121%
ASN
67
Advisory Services Network
Georgia
$15K +$4.85K +219 +48%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +500 New
HI
69
Horizon Investments
North Carolina
– -$8.12M -379,066 Closed
VC
70
Veracity Capital
Georgia
– -$734K -34,160 Closed
BC
71
Brio Consultants
California
– -$201K -9,348 Closed
FHA
72
Flagship Harbor Advisors
Massachusetts
– -$133K -6,216 Closed
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