DIAL icon

Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

63 hedge funds and large institutions have $286M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
23
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.1M
2
UBS Group
2
UBS Group
Switzerland
$10.5M
3
Ameriprise
3
Ameriprise
Minnesota
$148M
4
PVI
4
Pine Valley Investments
New Jersey
$16M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18M
2
Wells Fargo
2
Wells Fargo
California
$11.2M
3
SFWC
3
Strategic Family Wealth Counselors
New Jersey
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$58.7K – – –
NA
52
NewEdge Advisors
Louisiana
$51.7K -$77.8K -4,373 -60%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$44.4K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$38.8K -$2.33K -131 -6%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$34.9K +$605 +34 +2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$17K -$284K -16,054 -94%
Comerica Bank
57
Comerica Bank
Texas
$16.3K -$569 -32 -3%
PS
58
Principal Securities
Iowa
$13.8K – – –
PA
59
Parallel Advisors
California
$10.7K – – –
HGERS
60
Householder Group Estate & Retirement Specialist
Arizona
$4.45K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2.67K – – –
CTA
62
Colonial Trust Advisors
South Carolina
$1.17K +$1.17K +66 New
PA
63
PSI Advisors
Florida
$747 – – –
SFWC
64
Strategic Family Wealth Counselors
New Jersey
– -$1.32M -72,995 Closed
AAS
65
Avantax Advisory Services
Texas
– -$1.27M -70,592 Closed
FFA
66
Fragasso Financial Advisors
Pennsylvania
– -$277K -15,354 Closed
ASN
67
Advisory Services Network
Georgia
– -$171K -9,477 Closed
DZ Bank
68
DZ Bank
Germany
– -$115K -6,364 Closed
AF
69
Allworth Financial
California
– -$5.98K -331 Closed
Citigroup
70
Citigroup
New York
– -$36 -2 Closed
1 2
3