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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

95 hedge funds and large institutions have $818M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+20
Holders Change %
+26.67%
% of All Funds
1.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
27
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
FDx Advisors
Illinois
$16.4M
2
OIA
OneDigital Investment Advisors
Kansas
$134M
3
Wells Fargo
Wells Fargo
California
$22.5M
4
TA
TruWealth Advisors
Louisiana
$71.1M
5
Jane Street
Jane Street
New York
$3.07M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$8.06M
2
Ameriprise
Ameriprise
Minnesota
$225M
3
Osaic Holdings
Osaic Holdings
Arizona
$12M
4
LPL Financial
LPL Financial
California
$14M
5
NA
NewEdge Advisors
Louisiana
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
51
Advisor Resource Council
Texas
$1.05M +$1.05M +49,434 New
SFS
52
Sowell Financial Services
Arkansas
$1.03M +$115K +5,393 +13%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$967K -$381K -18,029 -28%
Stifel Financial
54
Stifel Financial
Missouri
$923K +$32.7K +1,537 +4%
SHWM
55
Silicon Hills Wealth Management
Texas
$883K -$872K -40,955 -50%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$854K +$226K +10,592 +36%
CA
57
CGN Advisors
Kansas
$804K +$6.44K +302 +0.8%
ACS
58
Archford Capital Strategies
Illinois
$752K +$29.3K +1,374 +4%
MML Investors Services
59
MML Investors Services
Massachusetts
$741K +$218K +10,210 +42%
CFD
60
Creative Financial Designs
Indiana
$708K +$61.3K +2,877 +9%
CFGS
61
Concourse Financial Group Securities
Alabama
$665K +$161K +7,574 +32%
IAIM
62
International Assets Investment Management
Florida
$496K +$11.7K +550 +2%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$495K -$179K -8,394 -27%
IA
64
IFP Advisors
Florida
$480K +$130K +6,110 +37%
WPC
65
Wedmont Private Capital
Pennsylvania
$453K +$453K +21,627 New
BAM
66
Belpointe Asset Management
Nevada
$431K +$431K +20,246 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$401K -$281K -13,200 -41%
MIAN
68
Mariner Independent Advisor Network
Kansas
$390K +$9.16K +431 +2%
PA
69
Parallel Advisors
California
$368K -$29.4K -1,380 -7%
NP
70
NorthRock Partners
Minnesota
$328K – – –
AWM
71
AE Wealth Management
Kansas
$307K +$93K +4,369 +43%
MC
72
Moors & Cabot
Massachusetts
$297K +$2.66K +125 +0.9%
Truist Financial
73
Truist Financial
North Carolina
$271K +$271K +12,735 New
BCA
74
Bay Colony Advisors
Massachusetts
$269K -$16.9K -794 -6%
CA
75
Cetera Advisors
Colorado
$265K +$16.9K +793 +7%
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