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Columbia Diversified Fixed Income Allocation ETF
DIAL

57 hedge funds and large institutions have $259M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10% more capital invested

Capital invested by funds: $235M → $259M (+$24.4M)

0.47% more ownership

Funds ownership: 64.94% → 65.41% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

7% less funds holding

Funds holding: 61 → 57 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
20
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.93M
2
Bank of America
Bank of America
North Carolina
+$5.78M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.59M
4
PVI
Pine Valley Investments
New Jersey
+$3.3M
5
Morgan Stanley
Morgan Stanley
New York
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.08M
2
NIWA
New Insight Wealth Advisors
California
-$1.32M
3
RJA
Raymond James & Associates
Florida
-$964K
4
Wells Fargo
Wells Fargo
California
-$551K
5
Citadel Advisors
Citadel Advisors
Florida
-$462K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$16.9K – – –
PS
52
Principal Securities
Iowa
$16.4K -$19.3K -1,063 -54%
PA
53
Parallel Advisors
California
$11.1K – – –
TSMHT
54
Thurston Springer Miller Herd & Titak
Indiana
$9.16K – – –
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$2.77K -$18 -1 -0.7%
PA
57
PSI Advisors
Florida
$776 – – –
Jane Street
58
Jane Street
New York
– -$8.08M -458,002 Closed
RJA
59
Raymond James & Associates
Florida
– -$964K -54,646 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$434K -24,580 Closed
AAS
61
Ameritas Advisory Services
Nebraska
– -$321K -18,209 Closed
FI
62
Financial Insights
Washington
– -$219K -12,439 Closed
PCIA
63
Prime Capital Investment Advisors
Kansas
– -$212K -12,037 Closed
SIS
64
Sound Income Strategies
Florida
– -$6.8K -384 Closed
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
– -$759 -43 Closed
1 2
3

DIAL Hedge Fund Activity: Q3 2024 in Review

57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2024, worth a combined $259M — up 10% from $235M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DIAL and 4 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Ameriprise, adding an estimated $9.93M. The largest seller was Jane Street, exiting entirely with an estimated $8.08M sold.

  • 57 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2024, down from 61 in Q2 2024.
  • Funds reported $259M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 4 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2024 and 8 closed out, a net change of -4 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2024 was Ameriprise, an estimated $9.93M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2024 was Jane Street, an estimated $8.08M sold.

Based on aggregated 13F filings for Q3 2024.