Columbia Diversified Fixed Income Allocation ETF
DIAL
68 hedge funds and large institutions have $303M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 39 reducing their positions, and 10 closing their positions.
0% more funds holding
Funds holding: 68 → 68 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
3.01% less ownership
Funds ownership: 59.99% → 56.98% (-3%)
17% less capital invested
Capital invested by funds: $365M → $303M (-$62.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
67% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
+$5.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.34M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.11M |
| 5 |
Jane Street
New York
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$78.3M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$7.27M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$3.74M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.71M |
| 5 |
EW
Enzi Wealth
Austin,
Texas
|
-$1.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAA
76
Global Assets Advisory
Orlando,
Florida
| – | -$235K | -13,975 | Closed |
|
|
EH
77
Equitable Holdings
New York
| – | -$218K | -13,036 | Closed |
|
78
BNP Paribas Financial Markets
Paris,
France
| – | -$167 | -10 | Closed |
|
DIAL Hedge Fund Activity: Q4 2022 in Review
68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2022, worth a combined $303M — down 17% from $365M a quarter earlier.
Fund positioning in DIAL was balanced in Q4 2022: 10 funds opened new positions, 10 closed out, 13 added to existing stakes and 39 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.6M. The largest seller was OneDigital Investment Advisors, cutting an estimated $78.3M.
- 68 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $303M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2022, down 17% quarter-over-quarter.
- 10 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2022 and 10 closed out, a net change of 0 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2022 was Ameriprise, an estimated $10.6M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $78.3M sold.
Based on aggregated 13F filings for Q4 2022.