Columbia Diversified Fixed Income Allocation ETF
DIAL
10 hedge funds and large institutions have $90.7M invested in Columbia Diversified Fixed Income Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
0.3% less ownership
Funds ownership: 95.42% → 95.13% (-0.3%)
3% less capital invested
Capital invested by funds: $93.9M → $90.7M (-$3.26M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.26M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$735K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.88K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$399K |
| 3 |
Jane Street
New York
|
-$344K |
| 4 |
LPL Financial
San Diego,
California
|
-$99.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $80.5M | -$6.04M | -319,893 | -7% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.88M | +$2.79M | +147,514 | +255% |
|
|
3
Jane Street
New York
| $1.64M | -$344K | -18,203 | -17% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.31M | +$7.29K | +386 | +0.6% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $1.26M | +$1.26M | +66,836 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $734K | +$735K | +38,916 | New |
|
|
7
LPL Financial
San Diego,
California
| $656K | -$99.3K | -5,256 | -13% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $338K | -$399K | -21,109 | -54% |
|
|
NP
9
NorthRock Partners
Minneapolis,
Minnesota
| $291K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| $9K | +$8.88K | +470 | New |
|
DIAL Hedge Fund Activity: Q4 2018 in Review
10 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2018, worth a combined $90.7M — down 3.5% from $93.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIAL positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.79M. The largest seller was Ameriprise, cutting an estimated $6.04M.
- 10 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2018, up from 7 in Q3 2018.
- Funds reported $90.7M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2018, down 3.5% quarter-over-quarter.
- 3 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2018 and 0 closed out, a net change of +3 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $2.79M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2018 was Ameriprise, an estimated $6.04M sold.
Based on aggregated 13F filings for Q4 2018.