Columbia Diversified Fixed Income Allocation ETF
DIAL
53 hedge funds and large institutions have $250M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
0.22% more ownership
Funds ownership: 65.41% → 65.63% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $259M → $250M (-$9.6M)
7% less funds holding
Funds holding: 57 → 53 (-4)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.55M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.11M |
| 3 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$3.03M |
| 4 |
Morgan Stanley
New York
|
+$1.09M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$966K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TruNorth Capital Management
Kalamazoo,
Michigan
|
-$5.65M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.72M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.56M |
| 4 |
NIWA
New Insight Wealth Advisors
San Ramon,
California
|
-$363K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$307K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
51
WPG Advisers
Baltimore,
Maryland
| $6.14K | +$6.28K | +350 | New |
|
52
Fidelity Investments
Boston,
Massachusetts
| $2.63K | – | – | – |
|
|
PA
53
PSI Advisors
Tampa,
Florida
| $736 | – | – | – |
|
|
TCM
54
TruNorth Capital Management
Kalamazoo,
Michigan
| – | -$5.65M | -305,906 | Closed |
|
|
PAG
55
Private Advisor Group
Morristown,
New Jersey
| – | -$307K | -16,624 | Closed |
|
|
IWM
56
IHT Wealth Management
Chicago,
Illinois
| – | -$303K | -16,426 | Closed |
|
|
KAS
57
Kestra Advisory Services
Austin,
Texas
| – | -$221K | -11,945 | Closed |
|
|
WP
58
WealthPLAN Partners
Omaha,
Nebraska
| – | -$210K | -11,387 | Closed |
|
|
ASN
59
Advisory Services Network
Atlanta,
Georgia
| – | -$178K | -10,085 | Closed |
|
|
NA
60
NewEdge Advisors
New Orleans,
Louisiana
| – | -$30.1K | -1,630 | Closed |
|
61
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$23K | -1,246 | Closed |
|
|
HGERS
62
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$4K | -250 | Closed |
|
DIAL Hedge Fund Activity: Q4 2024 in Review
53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2024, worth a combined $250M — down 3.7% from $259M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DIAL and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 20 added.
The largest buyer was Ameriprise, adding an estimated $5.55M. The largest seller was TruNorth Capital Management, exiting entirely with an estimated $5.65M sold.
- 53 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2024, down from 57 in Q3 2024.
- Funds reported $250M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2024, down 3.7% quarter-over-quarter.
- 7 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2024 and 9 closed out, a net change of -2 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2024 was Ameriprise, an estimated $5.55M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2024 was TruNorth Capital Management, an estimated $5.65M sold.
Based on aggregated 13F filings for Q4 2024.