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Columbia Diversified Fixed Income Allocation ETF

80 hedge funds and large institutions have $398M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-13
Holders Change %
-13.98%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
17
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$404K -$237K -13,440 -37%
CFGS
52
Concourse Financial Group Securities
Alabama
$399K +$7.09K +402 +2%
SFP
53
Sweet Financial Partners
Minnesota
$362K -$14.6M -824,431 -98%
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$357K -$174K -9,873 -33%
MML Investors Services
55
MML Investors Services
Massachusetts
$317K -$341K -19,339 -52%
KAS
56
Kestra Advisory Services
Texas
$315K -$1.39M -78,759 -82%
WWM
57
Western Wealth Management
Colorado
$293K -$7.73K -437 -3%
TA
58
TruWealth Advisors
Louisiana
$292K -$200K -11,354 -41%
MIAN
59
Mariner Independent Advisor Network
Kansas
$287K -$530 -30 -0.2%
ASN
60
Advisory Services Network
Georgia
$239K +$239K +13,547 New
Stifel Financial
61
Stifel Financial
Missouri
$227K -$14.1K -797 -6%
MC
62
Moors & Cabot
Massachusetts
$200K -$28.8K -1,625 -13%
EFS
63
Essex Financial Services
Connecticut
$180K -$88 -5 -0%
PA
64
Parallel Advisors
California
$178K +$52.5K +2,974 +42%
HI
65
Harbour Investments
Wisconsin
$82K +$82K +4,630 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$57K +$302 +17 +0.5%
PTC
67
Private Trust Company
Ohio
$44K +$44K +2,500 New
SPIA
68
Steward Partners Investment Advisory
New York
$41K +$1.81K +102 +5%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$21K
BA
70
Bivin & Associates
Oklahoma
$16K -$991K -55,733 -98%
US Bancorp
71
US Bancorp
Minnesota
$16K -$1.47K -85 -8%
BWL
72
Bogart Wealth LLC
Virginia
$16K -$105 -6 -0.7%
TCWM
73
Total Clarity Wealth Management
Illinois
$16K +$16K +927 New
AF
74
Allworth Financial
California
$10K
IWP
75
IAG Wealth Partners
Wisconsin
$8K