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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
15
Increased
42
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SDH
Sloy Dahl & Holst
Washington
$17.6M
2
OIA
OneDigital Investment Advisors
Kansas
$100M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.8M
4
Ameriprise
Ameriprise
Minnesota
$130M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$29.6M

Top Sellers

1
Jane Street
Jane Street
New York
$649K
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
KAS
Kestra Advisory Services
Texas
$738K
4
Citadel Advisors
Citadel Advisors
Florida
$235K
5
WDC
Woodward Diversified Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$411K +$411K +19,448 New
BCA
52
Bay Colony Advisors
Massachusetts
$384K +$120K +5,668 +45%
CWM
53
Cornerstone Wealth Management
Missouri
$382K – – –
CA
54
CGN Advisors
Kansas
$365K +$365K +17,296 New
MIAN
55
Mariner Independent Advisor Network
Kansas
$358K +$67K +3,174 +23%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$326K -$389K – –
CA
57
Cetera Advisors
Colorado
$326K +$68.4K +3,233 +27%
NP
58
NorthRock Partners
Minnesota
$325K – – –
MC
59
Moors & Cabot
Massachusetts
$313K -$23.2K -1,100 -7%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$296K +$296K +14,032 New
22CM
61
20/20 Capital Management
California
$273K +$275 +13 +0.1%
CWA
62
Capital Wealth Alliance
Arizona
$255K -$328K -15,558 -56%
Citadel Advisors
63
Citadel Advisors
Florida
$235K -$1.05M -49,680 -82%
LWAC
64
Laurel Wealth Advisors (California)
California
$213K +$16.5K +782 +8%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$211K – – –
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$121K +$465 +22 +0.4%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$105K +$105K +5,000 New
IA
68
IFP Advisors
Florida
$84K +$65K +3,087 +341%
WP
69
WealthShield Partners
North Carolina
$79K +$79K +3,721 New
SSC
70
Syverson Strege & Co
Iowa
$75K +$75K +3,553 New
TCWM
71
Total Clarity Wealth Management
Illinois
$67K +$67K +3,177 New
SPIA
72
Steward Partners Investment Advisory
New York
$55.1K +$22.1K +1,048 +67%
RG
73
Retirement Group
California
$34K +$34K +1,608 New
AF
74
Allworth Financial
California
$18K +$43 +2 +0.2%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$44 +2 +0.4%
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