Columbia Diversified Fixed Income Allocation ETF
DIAL
36 hedge funds and large institutions have $139M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
6% more funds holding
Funds holding: 34 → 36 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
10% less capital invested
Capital invested by funds: $155M → $139M (-$15.9M)
11.71% less ownership
Funds ownership: 63.5% → 51.79% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$16.9M |
| 2 |
Morgan Stanley
New York
|
+$2.93M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.18M |
| 4 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
+$2.06M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$32.7M |
| 2 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$1.21M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.03M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.02M |
| 5 |
LPL Financial
San Diego,
California
|
-$662K |
DIAL Hedge Fund Activity: Q1 2020 in Review
36 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2020, worth a combined $139M — down 10% from $155M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DIAL positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, adding an estimated $16.9M. The largest seller was Ameriprise, cutting an estimated $32.7M.
- 36 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2020, up from 34 in Q4 2019.
- Funds reported $139M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2020, down 10% quarter-over-quarter.
- 9 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2020 and 5 closed out, a net change of +4 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2020 was Jane Street, an estimated $16.9M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2020 was Ameriprise, an estimated $32.7M sold.
Based on aggregated 13F filings for Q1 2020.