Columbia Diversified Fixed Income Allocation ETF
DIAL
8 hedge funds and large institutions have $102M invested in Columbia Diversified Fixed Income Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
103% more capital invested
Capital invested by funds: $50.3M → $102M (+$51.9M)
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
3.18% more ownership
Funds ownership: 90.17% → 93.35% (+3.2%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$72.6M |
| 2 |
Jane Street
New York
|
+$828K |
| 3 |
LPL Financial
San Diego,
California
|
+$465K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$383K |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$16.4M |
| 2 |
Citigroup
New York
|
-$4.99M |
| 3 |
VF
Virtu Financial
New York
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $96.7M | +$72.6M | +3,697,398 | +296% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.22M | +$383K | +19,480 | +21% |
|
|
3
Jane Street
New York
| $1.4M | +$828K | +42,145 | +142% |
|
|
4
LPL Financial
San Diego,
California
| $838K | +$465K | +23,690 | +124% |
|
|
5
UBS Group
Zurich,
Switzerland
| $438K | -$16.4M | -835,503 | -97% |
|
|
NP
6
NorthRock Partners
Minneapolis,
Minnesota
| $301K | +$302K | +15,400 | New |
|
|
VF
7
Virtu Financial
New York
| $210K | -$189K | -9,600 | -47% |
|
|
RWG
8
Regal Wealth Group
Seal Beach,
California
| $69K | – | – | – |
|
|
9
Citigroup
New York
| – | -$4.99M | -250,000 | Closed |
|
DIAL Hedge Fund Activity: Q1 2018 in Review
8 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2018, worth a combined $102M — up 103% from $50.3M a quarter earlier.
Fund positioning in DIAL was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Ameriprise, adding an estimated $72.6M. The largest seller was UBS Group, cutting an estimated $16.4M.
- 8 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $102M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2018, up 103% quarter-over-quarter.
- 1 fund opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2018 and 1 closed out, a net change of 0 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2018 was Ameriprise, an estimated $72.6M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2018 was UBS Group, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2018.