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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

80 hedge funds and large institutions have $763M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.4%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
11
Increased
46
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$223M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$61.8M
3
OIA
OneDigital Investment Advisors
Kansas
$118M
4
Citadel Advisors
Citadel Advisors
Florida
$5.72M
5
AFM
Andesa Financial Management
Pennsylvania
$5.47M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$25.9M
2
Bank of America
Bank of America
North Carolina
$29.1M
3
TA
TruWealth Advisors
Louisiana
$65.9M
4
Jane Street
Jane Street
New York
$0
5
EH
Equitable Holdings
New York
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$665K -$30.6K -1,421 -4%
CA
52
CGN Advisors
Kansas
$638K +$266K +12,329 +71%
MML Investors Services
53
MML Investors Services
Massachusetts
$543K +$38.5K +1,790 +8%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$517K +$215K +9,950 +71%
IAIM
55
International Assets Investment Management
Florida
$469K -$462K -21,475 -50%
PA
56
Parallel Advisors
California
$404K -$94.1K -4,369 -19%
BCA
57
Bay Colony Advisors
Massachusetts
$387K -$4.31K -200 -1%
MIAN
58
Mariner Independent Advisor Network
Kansas
$378K +$12.5K +582 +3%
CWM
59
Cornerstone Wealth Management
Missouri
$372K -$17.2K -800 -4%
NP
60
NorthRock Partners
Minnesota
$332K – – –
CP
61
Castleview Partners
Texas
$323K +$323K +15,009 New
MC
62
Moors & Cabot
Massachusetts
$314K -$5.39K -250 -2%
22CM
63
20/20 Capital Management
California
$276K -$2.44K -113 -0.9%
CWA
64
Capital Wealth Alliance
Arizona
$262K +$87 +4 +0%
AWM
65
AE Wealth Management
Kansas
$238K +$238K +11,033 New
CA
66
Cetera Advisors
Colorado
$233K -$98.7K -4,588 -30%
LWAC
67
Laurel Wealth Advisors (California)
California
$217K -$22 -1 -0%
WWM
68
Western Wealth Management
Colorado
$203K +$203K +9,435 New
CFGS
69
Concourse Financial Group Securities
Alabama
$162K +$162K +7,540 New
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$124K +$797 +37 +0.6%
WP
71
WealthShield Partners
North Carolina
$113K +$32.9K +1,526 +41%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$108K +$687 +32 +0.6%
IA
73
IFP Advisors
Florida
$97K +$11.2K +522 +13%
Barclays
74
Barclays
United Kingdom
$75K +$75K +3,467 New
SPIA
75
Steward Partners Investment Advisory
New York
$35K -$21.5K -992 -38%
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