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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

93 hedge funds and large institutions have $666M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
19
Increased
34
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
$22.6M
2
PI
PFS Investments
Georgia
$13.3M
3
Jane Street
Jane Street
New York
$15.5M
4
AAS
Ameritas Advisory Services
Nebraska
$28.8M
5
Citadel Advisors
Citadel Advisors
Florida
$6.4M

Top Sellers

1
TA
TruWealth Advisors
Louisiana
$544K
2
BWL
Bogart Wealth LLC
Virginia
$18K
3
Bank of America
Bank of America
North Carolina
$16.6M
4
ARG
Advisory Resource Group
Oklahoma
$0
5
PWM
Prentice Wealth Management
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
51
Rehmann Capital Advisory Group
Michigan
$908K +$22.1K +1,143 +2%
ACS
52
Archford Capital Strategies
Illinois
$763K +$85.1K +4,432 +13%
AWS
53
Atria Wealth Solutions
New York
$731K +$731K +37,538 New
MML Investors Services
54
MML Investors Services
Massachusetts
$727K +$49.3K +2,531 +7%
CA
55
CGN Advisors
Kansas
$713K -$22.6K -1,161 -3%
CFD
56
Creative Financial Designs
Indiana
$708K +$60.3K +3,095 +9%
SFS
57
Sowell Financial Services
Arkansas
$702K -$241K -12,362 -26%
Truist Financial
58
Truist Financial
North Carolina
$631K +$383K +19,665 +154%
TFA
59
Tranquilli Financial Advisor
New Jersey
$625K +$625K +32,080 New
SFWC
60
Strategic Family Wealth Counselors
New Jersey
$586K -$917K -47,100 -61%
TA
61
TruWealth Advisors
Louisiana
$544K -$64.5M -3,308,264 -99%
IA
62
IFP Advisors
Florida
$478K +$45.9K +2,396 +11%
BAM
63
Belpointe Asset Management
Nevada
$469K +$74.7K +3,837 +19%
IAIM
64
International Assets Investment Management
Florida
$468K +$14.4K +738 +3%
CFGS
65
Concourse Financial Group Securities
Alabama
$433K -$175K -8,972 -29%
WPC
66
Wedmont Private Capital
Pennsylvania
$422K +$1.81K +93 +0.4%
AFM
67
Andesa Financial Management
Pennsylvania
$397K -$2.05M -105,518 -84%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$395K -$57.7K -2,956 -13%
WWM
69
Western Wealth Management
Colorado
$332K +$332K +17,002 New
MIAN
70
Mariner Independent Advisor Network
Kansas
$317K -$40.1K -2,059 -11%
WP
71
WealthPLAN Partners
Nebraska
$303K -$634K -34,639 -68%
WIM
72
WealthPlan Investment Management
Nebraska
$303K +$303K +16,557 New
DC
73
Davenport & Co
Virginia
$280K +$39.7K +2,038 +17%
FFS
74
Founders Financial Securities
Maryland
$267K +$267K +13,714 New
Stifel Financial
75
Stifel Financial
Missouri
$266K -$577K -29,655 -68%
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