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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

34 hedge funds and large institutions have $155M invested in Columbia Diversified Fixed Income Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
17
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$83.8M
2
Morgan Stanley
Morgan Stanley
New York
$9.77M
3
UBS Group
UBS Group
Switzerland
$6.44M
4
LPL Financial
LPL Financial
California
$4.29M
5
AG
Advisor Group
Arizona
$2.07M

Top Sellers

1
Jane Street
Jane Street
New York
$2.8M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$849K
4
IA
IFP Advisors
Florida
$70K
5
HighTower Advisors
HighTower Advisors
Illinois
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$83.8M +$8.85M +425,475 +12%
Morgan Stanley
2
Morgan Stanley
New York
$9.77M +$7.5M +360,528 +331%
Bank of America
3
Bank of America
North Carolina
$8.92M +$790K +37,948 +10%
UBS Group
4
UBS Group
Switzerland
$6.44M +$6.01M +288,909 +1,416%
HI
5
Horizon Investments
North Carolina
$5.83M – – –
LWP
6
Legacy Wealth Partners
California
$5.1M +$5.1M +242,527 New
Wells Fargo
7
Wells Fargo
California
$5.02M +$1.29M +61,829 +34%
LPL Financial
8
LPL Financial
California
$4.29M +$2.44M +117,118 +132%
Jane Street
9
Jane Street
New York
$2.8M -$5.93M -284,836 -68%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.35M +$193K +9,279 +9%
HighTower Advisors
11
HighTower Advisors
Illinois
$2.34M -$21.3K -1,021 -0.9%
AG
12
Advisor Group
Arizona
$2.07M +$1.45M +69,596 +233%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.91M +$928K +44,582 +95%
PAG
14
Private Advisor Group
New Jersey
$1.86M +$1.14M +54,915 +160%
EH
15
Equitable Holdings
New York
$1.81M +$1.81M +87,146 New
CWA
16
Capital Wealth Alliance
Arizona
$1.65M +$1.65M +77,978 New
BC
17
Brio Consultants
California
$1.31M +$1.31M +63,002 New
AFM
18
Andesa Financial Management
Pennsylvania
$1.06M +$472K +22,690 +80%
LNC
19
Lincoln National Corp
Pennsylvania
$1.03M +$664K +31,904 +184%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$921K +$279K +13,429 +44%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$849K -$2.19M -105,039 -72%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$699K – – –
FTUS
23
Flow Traders U.S.
New York
$656K +$656K +31,532 New
OIA
24
OneDigital Investment Advisors
Kansas
$653K +$167K +8,008 +34%
RJA
25
Raymond James & Associates
Florida
$356K +$73.9K +3,557 +26%
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