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Columbia Diversified Fixed Income Allocation ETF

95 hedge funds and large institutions have $818M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+20
Holders Change %
+26.67%
% of All Funds
1.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
27
Increased
41
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
76
Davenport & Co
Virginia
$263K +$263K +12,341 New
CWA
77
Capital Wealth Alliance
Arizona
$258K +$64 +3 +0%
WI
78
WBI Investments
New Jersey
$230K +$230K +10,808 New
BWM
79
Boyd Wealth Management
California
$221K +$221K +10,356 New
AWM
80
Avior Wealth Management
Nebraska
$216K +$216K +10,164 New
LWAC
81
Laurel Wealth Advisors (California)
California
$213K -$1.54K -72 -0.7%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$134K -$261K -12,297 -66%
HFS
83
Hantz Financial Services
Michigan
$102K +$102K +4,800 New
TCWM
84
Total Clarity Wealth Management
Illinois
$95K -$4.24K -200 -4%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$50K +$279 +13 +0.6%
US Bancorp
86
US Bancorp
Minnesota
$43K
SPIA
87
Steward Partners Investment Advisory
New York
$42K +$9.63K +447 +30%
RG
88
Retirement Group
California
$35K +$214 +10 +0.6%
TSWM
89
Tyler-Stone Wealth Management
Ohio
$21K +$21K +1,000 New
CP
90
Castleview Partners
Texas
$14.3K +$14.3K +304,242 New
CWS
91
Confluence Wealth Services
Pennsylvania
$14K +$14K +670 New
AF
92
Allworth Financial
California
$12K
IWP
93
IAG Wealth Partners
Wisconsin
$9K +$9K +425 New
HI
94
Harbour Investments
Wisconsin
$3K +$3K +126 New
PA
95
PSI Advisors
Florida
$1K +$1K +42 New
GRP
96
Global Retirement Partners
California
-$1.33M -62,262 Closed
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
-$570K -26,706 Closed
Barclays
98
Barclays
United Kingdom
-$519K -24,289 Closed
HA
99
Herold Advisors
New York
-$98K -4,600 Closed
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
-$11K -508 Closed