We are live on ! Find out more
DIAL icon

Columbia Diversified Fixed Income Allocation ETF
DIAL

93 hedge funds and large institutions have $666M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

1.54% less ownership

Funds ownership: 67.21% → 65.67% (-1.5%)

2% less funds holding

Funds holding: 95 → 93 (-2)

19% less capital invested

Capital invested by funds: $818M → $666M (-$152M)

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
19
Increased
34
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$15.4M
2
PI
PFS Investments
Georgia
+$13.7M
3
Jane Street
Jane Street
New York
+$13.1M
4
AAS
Ameritas Advisory Services
Nebraska
+$6.73M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.9M

Top Sellers

Rank Fund Capital Flow
1
TA
TruWealth Advisors
Louisiana
-$66.7M
2
BWL
Bogart Wealth LLC
Virginia
-$22.7M
3
Bank of America
Bank of America
North Carolina
-$18.6M
4
PWM
Prentice Wealth Management
New York
-$9.12M
5
ARG
Advisory Resource Group
Oklahoma
-$9.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
76
Two Sigma Securities
New York
$263K +$272K +13,515 New
MC
77
Moors & Cabot
Massachusetts
$252K -$20.7K -1,025 -7%
EFS
78
Essex Financial Services
Connecticut
$198K +$205K +10,179 New
PA
79
Parallel Advisors
California
$139K -$205K -10,151 -59%
HWMA
80
Heritage Wealth Management (Arizona)
Arizona
$89K +$91.7K +4,549 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$62K +$17.3K +860 +37%
SPIA
82
Steward Partners Investment Advisory
New York
$43K +$5.22K +259 +13%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$23K -$103K -5,103 -81%
US Bancorp
84
US Bancorp
Minnesota
$20K -$20.5K -1,015 -50%
BWL
85
Bogart Wealth LLC
Virginia
$18K -$22.7M -1,127,496 -100%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$17K +$17.3K +856 New
HA
87
Herold Advisors
New York
$11.7K +$12.1K +600 New
AF
88
Allworth Financial
California
$11K – – –
IWP
89
IAG Wealth Partners
Wisconsin
$8K – – –
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$2.26K +$2.34K +116 New
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$1.95K +$2.02K +100 New
PA
92
PSI Advisors
Florida
$1K – – –
ARG
93
Advisory Resource Group
Oklahoma
– -$9.08M -439,229 Closed
CP
94
Castleview Partners
Texas
– -$14.3K -304,242 Closed
SWP
95
Stratos Wealth Partners
Ohio
– -$1.18M -55,513 Closed
ARC
96
Advisor Resource Council
Texas
– -$1.05M -49,434 Closed
SHWM
97
Silicon Hills Wealth Management
Texas
– -$883K -41,451 Closed
NP
98
NorthRock Partners
Minnesota
– -$328K -15,400 Closed
AWM
99
AE Wealth Management
Kansas
– -$307K -14,417 Closed
BCA
100
Bay Colony Advisors
Massachusetts
– -$269K -12,604 Closed
1 2 3
4
5

DIAL Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2022, worth a combined $666M — down 19% from $818M a quarter earlier.

Fund positioning in DIAL was balanced in Q1 2022: 19 funds opened new positions, 19 closed out, 34 added to existing stakes and 37 trimmed.

The largest buyer was Horizon Investments, adding an estimated $15.4M. The largest seller was TruWealth Advisors, cutting an estimated $66.7M.

  • 93 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2022, down from 95 in Q4 2021.
  • Funds reported $666M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 19 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2022 and 19 closed out, a net change of 0 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2022 was Horizon Investments, an estimated $15.4M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2022 was TruWealth Advisors, an estimated $66.7M sold.

Based on aggregated 13F filings for Q1 2022.