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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

70 hedge funds and large institutions have $272M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
11
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$13.5M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$4.08M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.86M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$654K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$481K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$135M
2
AAS
2
Ameritas Advisory Services
Nebraska
$10.4M
3
GFS
3
GYL Financial Synergies
Connecticut
$987K
4
LOIP
4
Live Oak Investment Partners
Texas
$0
5
EW
5
Enzi Wealth
Texas
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$209K -$367K -20,526 -64%
PCMC
52
Private Capital Management (Colorado)
Colorado
$208K +$208K +11,612 New
Stifel Financial
53
Stifel Financial
Missouri
$196K -$572 -32 -0.3%
WP
54
WealthPLAN Partners
Nebraska
$190K -$36.8K -2,061 -16%
ASN
55
Advisory Services Network
Georgia
$139K -$143K -8,026 -51%
HI
56
Harbour Investments
Wisconsin
$59K -$2.32K -130 -4%
FHA
57
First Horizon Advisors
Tennessee
$50.2K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$43.5K -$8.45K -473 -16%
WIM
59
WealthPlan Investment Management
Nebraska
$43.4K -$183K -10,266 -81%
SPIA
60
Steward Partners Investment Advisory
New York
$41.3K – – –
PA
61
Parallel Advisors
California
$28.4K – – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$22K +$22K +1,235 New
US Bancorp
63
US Bancorp
Minnesota
$16.5K – – –
BAM
64
Belpointe Asset Management
Nevada
$11.3K -$21.5K -1,205 -66%
AF
65
Allworth Financial
California
$5.92K -$894 -50 -13%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.39K -$227 -12,714 -9%
SSC
67
Syverson Strege & Co
Iowa
$1.57K -$21.1K -1,184 -93%
PA
68
PSI Advisors
Florida
$751 – – –
BWL
69
Bogart Wealth LLC
Virginia
$228 -$53 -3 -19%
Citigroup
70
Citigroup
New York
$71 +$71 +4 New
WF
71
Wayfinding Financial
Washington
– -$1.11M -53,928 Closed
IA
72
IFP Advisors
Florida
– -$245K -12,526 Closed
PCIA
73
Prime Capital Investment Advisors
Kansas
– -$214K -12,384 Closed
CFD
74
Creative Financial Designs
Indiana
– -$203K -11,752 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
– -$177K -10,228 Closed
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