Columbia Diversified Fixed Income Allocation ETF
DIAL
61 hedge funds and large institutions have $237M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 7 closing their positions.
0.52% more ownership
Funds ownership: 61.21% → 61.73% (+0.52%)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
2% less funds holding
Funds holding: 62 → 61 (-1)
10% less capital invested
Capital invested by funds: $262M → $237M (-$25M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.41M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$2.83M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.23M |
| 4 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$965K |
| 5 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
+$712K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.32M |
| 2 |
Morgan Stanley
New York
|
-$3.11M |
| 3 |
SDH
Sloy Dahl & Holst
Vancouver,
Washington
|
-$3.1M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.58M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.29M |
DIAL Hedge Fund Activity: Q3 2023 in Review
61 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2023, worth a combined $237M — down 9.5% from $262M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DIAL and 6 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 23 added.
The largest buyer was Ameriprise, adding an estimated $3.41M. The largest seller was Jane Street, cutting an estimated $9.32M.
- 61 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2023, down from 62 in Q2 2023.
- Funds reported $237M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2023, down 9.5% quarter-over-quarter.
- 6 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2023 and 7 closed out, a net change of -1 holder.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2023 was Ameriprise, an estimated $3.41M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2023 was Jane Street, an estimated $9.32M sold.
Based on aggregated 13F filings for Q3 2023.