DIAL icon

Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
21
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$82.2M
2
HI
Horizon Investments
North Carolina
$15.9M
3
Citadel Advisors
Citadel Advisors
Florida
$7.24M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$6.45M
5
WP
WealthPLAN Partners
Nebraska
$3.32M

Top Sellers

1
Jane Street
Jane Street
New York
$483K
2
BC
Brio Consultants
California
$0
3
LWP
Legacy Wealth Partners
California
$4.19M
4
HH
Hilltop Holdings
Texas
$230K
5
CWA
Capital Wealth Alliance
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$82.2M +$30.8M +1,456,941 +60%
HI
2
Horizon Investments
North Carolina
$15.9M +$10.6M +505,610 +200%
Morgan Stanley
3
Morgan Stanley
New York
$14.8M +$1.88M +89,117 +15%
Bank of America
4
Bank of America
North Carolina
$10.9M +$256K +12,101 +2%
Wells Fargo
5
Wells Fargo
California
$8.35M +$1.01M +47,809 +14%
Citadel Advisors
6
Citadel Advisors
Florida
$7.24M +$5.87M +278,077 +431%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.45M +$3.41M +161,615 +113%
UBS Group
8
UBS Group
Switzerland
$5.93M -$236K -11,166 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.56M +$1.74M +82,371 +62%
LWP
10
Legacy Wealth Partners
California
$4.19M -$598K -28,294 -12%
LPL Financial
11
LPL Financial
California
$3.68M +$11.6K +550 +0.3%
WP
12
WealthPLAN Partners
Nebraska
$3.32M +$3.32M +153,229 New
EH
13
Equitable Holdings
New York
$2.91M +$512K +24,234 +21%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.34M +$2.34M +110,573 New
PAG
15
Private Advisor Group
New Jersey
$2.32M +$9.59K +454 +0.4%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.31M +$988K +46,793 +74%
SDWMA
17
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.31M +$194K +9,180 +9%
NA
18
NewEdge Advisors
Louisiana
$2.12M +$1.22M +57,596 +135%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.88M +$5.66K +268 +0.3%
IAIM
20
International Assets Investment Management
Florida
$1.8M +$1.8M +85,130 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.2M +$164K +7,786 +16%
22CM
22
20/20 Capital Management
California
$1M +$1M +45,819 New
RCAG
23
Rehmann Capital Advisory Group
Michigan
$985K +$985K +46,637 New
AFM
24
Andesa Financial Management
Pennsylvania
$919K +$461K +21,855 +101%
OIA
25
OneDigital Investment Advisors
Kansas
$565K +$17.3K +818 +3%
1
2