Columbia Diversified Fixed Income Allocation ETF
DIAL
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.
7.66% less ownership
Funds ownership: 65.67% → 58.01% (-7.7%)
14% less funds holding
Funds holding: 93 → 80 (-13)
40% less capital invested
Capital invested by funds: $666M → $398M (-$268M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
52% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 21
65% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.86M |
| 2 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
+$2.91M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.41M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.27M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$47.7M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$22.6M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$21.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.8M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$15.4M |
DIAL Hedge Fund Activity: Q2 2022 in Review
80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q2 2022, worth a combined $398M — down 40% from $666M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of DIAL and 10 opened new positions — a net loss of 11 holders — while 48 trimmed existing stakes and 17 added.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $3.86M. The largest seller was Ameriprise, cutting an estimated $47.7M.
- 80 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q2 2022, down from 93 in Q1 2022.
- Funds reported $398M of Columbia Diversified Fixed Income Allocation ETF stock for Q2 2022, down 40% quarter-over-quarter.
- 10 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q2 2022 and 21 closed out, a net change of -11 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q2 2022 was Avantax Advisory Services, an estimated $3.86M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q2 2022 was Ameriprise, an estimated $47.7M sold.
Based on aggregated 13F filings for Q2 2022.