Columbia Diversified Fixed Income Allocation ETF
DIAL
80 hedge funds and large institutions have $763M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
119% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 21
32% more capital invested
Capital invested by funds: $576M → $763M (+$186M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
8% more funds holding
Funds holding: 74 → 80 (+6)
4.67% more ownership
Funds ownership: 60.88% → 65.55% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$89.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.3M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$15.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.44M |
| 5 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$5.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.74M |
| 3 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
-$1.14M |
| 4 |
Jane Street
New York
|
-$649K |
| 5 |
EH
Equitable Holdings
New York
|
-$600K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RG
76
Retirement Group
San Diego,
California
| $35K | +$214 | +10 | +0.6% |
|
|
JFGIW
77
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $24K | +$23.7K | +1,107 | New |
|
|
PCA
78
Providence Capital Advisors
Charlotte,
North Carolina
| $13K | +$12.8K | +600 | New |
|
|
PFGIA
79
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $11K | +$64 | +3 | +0.6% |
|
|
AF
80
Allworth Financial
Folsom,
California
| $8K | -$9.93K | -464 | -55% |
|
|
81
Jane Street
New York
| – | -$649K | -30,733 | Closed |
|
|
FTUS
82
Flow Traders U.S.
New York
| – | -$416K | -19,448 | Closed |
|
|
BFEC
83
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$211K | -10,000 | Closed |
|
|
TCWM
84
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$67K | -3,177 | Closed |
|
DIAL Hedge Fund Activity: Q2 2021 in Review
80 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q2 2021, worth a combined $763M — up 32% from $576M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DIAL positions and 4 closed out — a net gain of 7 holders — while 46 added to existing stakes and 21 trimmed.
The largest buyer was Ameriprise, adding an estimated $89.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.27M.
- 80 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q2 2021, up from 74 in Q1 2021.
- Funds reported $763M of Columbia Diversified Fixed Income Allocation ETF stock for Q2 2021, up 32% quarter-over-quarter.
- 11 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q2 2021 and 4 closed out, a net change of +7 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q2 2021 was Ameriprise, an estimated $89.7M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $4.27M sold.
Based on aggregated 13F filings for Q2 2021.