We are live on ! Find out more
DIAL icon

Columbia Diversified Fixed Income Allocation ETF
DIAL

68 hedge funds and large institutions have $365M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% more ownership

Funds ownership: 58.01% → 59.99% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less capital invested

Capital invested by funds: $398M → $365M (-$32.8M)

15% less funds holding

Funds holding: 80 → 68 (-12)

53% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 38

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

Holders
68
Holders Change
-12
Holders Change %
-15%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
18
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GFS
GYL Financial Synergies
Connecticut
+$4.9M
2
Bank of America
Bank of America
North Carolina
+$2.52M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.58M
4
MG
Mather Group
Illinois
+$1.18M
5
RCAG
Rehmann Capital Advisory Group
Michigan
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
SSC
Syverson Strege & Co
Iowa
-$5.72M
2
OIA
OneDigital Investment Advisors
Kansas
-$5.57M
3
Ameriprise
Ameriprise
Minnesota
-$4.93M
4
UBS Group
UBS Group
Switzerland
-$4.23M
5
Jane Street
Jane Street
New York
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Western Wealth Management
Colorado
$278K +$429 +24 +0.1%
GAA
52
Global Assets Advisory
Florida
$235K +$250K +13,975 New
WIM
53
WealthPlan Investment Management
Nebraska
$222K +$222K +12,433 New
MML Investors Services
54
MML Investors Services
Massachusetts
$220K -$85.8K -4,800 -27%
EH
55
Equitable Holdings
New York
$218K -$182K -10,200 -44%
ASN
56
Advisory Services Network
Georgia
$218K -$8.83K -494 -4%
CFGS
57
Concourse Financial Group Securities
Alabama
$124K -$271K -15,178 -67%
HI
58
Harbour Investments
Wisconsin
$82K – – –
SSC
59
Syverson Strege & Co
Iowa
$80K -$5.72M -320,121 -99%
SPIA
60
Steward Partners Investment Advisory
New York
$39K – – –
PA
61
Parallel Advisors
California
$30K -$148K -8,260 -82%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$20K – – –
US Bancorp
63
US Bancorp
Minnesota
$15K – – –
AF
64
Allworth Financial
California
$6K -$2.88K -161 -30%
PA
65
PSI Advisors
Florida
$1K – – –
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$167 – – –
HSA
67
HBK Sorce Advisory
Pennsylvania
– -$1.36M -77,200 Closed
SEA
68
Stegent Equity Advisors
Texas
– -$1.16M -65,410 Closed
EP
69
Eudaimonia Partners
Tennessee
– -$826K -46,761 Closed
WF
70
Wayfinding Financial
Washington
– -$800K -45,322 Closed
IAIM
71
International Assets Investment Management
Florida
– -$426 -24,141 Closed
SFP
72
Sweet Financial Partners
Minnesota
– -$362K -20,475 Closed
TA
73
TruWealth Advisors
Louisiana
– -$292K -16,550 Closed
MIAN
74
Mariner Independent Advisor Network
Kansas
– -$287K -16,257 Closed
Stifel Financial
75
Stifel Financial
Missouri
– -$227K -12,873 Closed
1 2
3
4

DIAL Hedge Fund Activity: Q3 2022 in Review

68 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2022, worth a combined $365M — down 8.2% from $398M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DIAL and 5 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 18 added.

The largest buyer was GYL Financial Synergies, adding an estimated $4.9M. The largest seller was Syverson Strege & Co, cutting an estimated $5.72M.

  • 68 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $365M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 5 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2022 and 16 closed out, a net change of -11 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2022 was GYL Financial Synergies, an estimated $4.9M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2022 was Syverson Strege & Co, an estimated $5.72M sold.

Based on aggregated 13F filings for Q3 2022.