Columbia Diversified Fixed Income Allocation ETF
DIAL
74 hedge funds and large institutions have $576M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 14
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
25% more capital invested
Capital invested by funds: $459M → $576M (+$117M)
10% more funds holding
Funds holding: 67 → 74 (+7)
2.91% more ownership
Funds ownership: 57.97% → 60.88% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDH
Sloy Dahl & Holst
Vancouver,
Washington
|
+$17.7M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$17.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.2M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.9M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.47M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.33M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.07M |
| 5 |
WDC
Woodward Diversified Capital
Bakersfield,
California
|
-$1.02M |
DIAL Hedge Fund Activity: Q1 2021 in Review
74 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2021, worth a combined $576M — up 25% from $459M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DIAL positions and 7 closed out — a net gain of 8 holders — while 42 added to existing stakes and 14 trimmed.
The largest buyer was Sloy Dahl & Holst, adding an estimated $17.7M. The largest seller was Jane Street, cutting an estimated $1.9M.
- 74 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2021, up from 67 in Q4 2020.
- Funds reported $576M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2021, up 25% quarter-over-quarter.
- 15 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2021 and 7 closed out, a net change of +8 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2021 was Sloy Dahl & Holst, an estimated $17.7M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2021 was Jane Street, an estimated $1.9M sold.
Based on aggregated 13F filings for Q1 2021.