Columbia Diversified Fixed Income Allocation ETF
DIAL
68 hedge funds and large institutions have $365M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 16 closing their positions.
1.99% more ownership
Funds ownership: 58.01% → 59.99% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less capital invested
Capital invested by funds: $398M → $365M (-$32.8M)
15% less funds holding
Funds holding: 80 → 68 (-12)
53% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 38
69% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
+$4.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.52M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.58M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$1.18M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
-$5.72M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$5.57M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.93M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.23M |
| 5 |
Jane Street
New York
|
-$2.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
76
Moors & Cabot
Boston,
Massachusetts
| – | -$200K | -11,300 | Closed |
|
|
EFS
77
Essex Financial Services
Essex,
Connecticut
| – | -$180K | -10,174 | Closed |
|
78
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$57K | -3,206 | Closed |
|
|
PTC
79
Private Trust Company
Cleveland,
Ohio
| – | -$44K | -2,500 | Closed |
|
|
TCWM
80
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$16K | -927 | Closed |
|
|
BWL
81
Bogart Wealth LLC
Mclean,
Virginia
| – | -$16.1K | -902 | -98% |
|
|
GGI
82
Godsey & Gibb Inc
Richmond,
Virginia
| – | -$8K | -481 | Closed |
|
|
IWP
83
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$8K | -425 | Closed |
|
84
Fidelity Investments
Boston,
Massachusetts
| – | +$143 | +8 | +800% |
|
DIAL Hedge Fund Activity: Q3 2022 in Review
68 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2022, worth a combined $365M — down 8.2% from $398M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of DIAL and 5 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 18 added.
The largest buyer was GYL Financial Synergies, adding an estimated $4.9M. The largest seller was Syverson Strege & Co, cutting an estimated $5.72M.
- 68 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2022, down from 80 in Q2 2022.
- Funds reported $365M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2022, down 8.2% quarter-over-quarter.
- 5 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2022 and 16 closed out, a net change of -11 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2022 was GYL Financial Synergies, an estimated $4.9M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2022 was Syverson Strege & Co, an estimated $5.72M sold.
Based on aggregated 13F filings for Q3 2022.