Columbia Diversified Fixed Income Allocation ETF
DIAL
44 hedge funds and large institutions have $195M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
40% more capital invested
Capital invested by funds: $139M → $195M (+$55.3M)
22% more funds holding
Funds holding: 36 → 44 (+8)
5.1% more ownership
Funds ownership: 51.79% → 56.89% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.1M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$10.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.75M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.34M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$19.3M |
| 2 |
BC
Brio Consultants
San Francisco,
California
|
-$1.23M |
| 3 |
LWPC
Legacy Wealth Partners (California)
Calabasas,
California
|
-$585K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$496K |
| 5 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$377K |
DIAL Hedge Fund Activity: Q2 2020 in Review
44 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q2 2020, worth a combined $195M — up 40% from $139M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DIAL positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Ameriprise, adding an estimated $30.1M. The largest seller was Jane Street, cutting an estimated $19.3M.
- 44 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q2 2020, up from 36 in Q1 2020.
- Funds reported $195M of Columbia Diversified Fixed Income Allocation ETF stock for Q2 2020, up 40% quarter-over-quarter.
- 12 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q2 2020 and 4 closed out, a net change of +8 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q2 2020 was Ameriprise, an estimated $30.1M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q2 2020 was Jane Street, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2020.