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Columbia Diversified Fixed Income Allocation ETF

62 hedge funds and large institutions have $262M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
23
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$160K -$64.1K -3,638 -29%
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$80.6K +$80.6K +4,575 New
HI
53
Harbour Investments
Wisconsin
$58.2K
CFGS
54
Concourse Financial Group Securities
Alabama
$42.8K
SPIA
55
Steward Partners Investment Advisory
New York
$40.7K
WIM
56
WealthPlan Investment Management
Nebraska
$38.8K -$3.89K -221 -9%
PA
57
Parallel Advisors
California
$28K
US Bancorp
58
US Bancorp
Minnesota
$16.3K
AF
59
Allworth Financial
California
$5.83K
PIAS
60
PCA Investment Advisory Services
Ohio
$2.71K +$2.71K +154 New
PA
61
PSI Advisors
Florida
$740
BWL
62
Bogart Wealth LLC
Virginia
$226
AAS
63
Ameritas Advisory Services
Nebraska
-$10.4M -583,519 Closed
SDWMA
64
Schneider Downs Wealth Management Advisors
Pennsylvania
-$2.73M -152,539 Closed
AI
65
Atria Investments
North Carolina
-$1.15M -64,396 Closed
SWMP
66
Signature Wealth Management Partners
New Jersey
-$660K -36,944 Closed
AAS
67
Avantax Advisory Services
Texas
-$365K -20,412 Closed
Truist Financial
68
Truist Financial
North Carolina
-$209K -11,671 Closed
Stifel Financial
69
Stifel Financial
Missouri
-$196K -10,971 Closed
ASN
70
Advisory Services Network
Georgia
-$139K -7,758 Closed
FHA
71
First Horizon Advisors
Tennessee
-$50.2K -2,809 Closed
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
-$22K -1,235 Closed
BAM
73
Belpointe Asset Management
Nevada
-$11.3K -632 Closed
SSC
74
Syverson Strege & Co
Iowa
-$1.57K -88 Closed
Citigroup
75
Citigroup
New York
-$71 -4 Closed