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Columbia Diversified Fixed Income Allocation ETF

47 hedge funds and large institutions have $244M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
31
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$103M +$19.1M +889,170 +23%
Morgan Stanley
2
Morgan Stanley
New York
$19.6M +$4.49M +208,671 +30%
Bank of America
3
Bank of America
North Carolina
$17.7M +$6.6M +306,887 +60%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.2M +$4.6M +213,640 +70%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.57M +$7.19M +334,332 +302%
Wells Fargo
6
Wells Fargo
California
$9.29M +$786K +36,526 +9%
LPL Financial
7
LPL Financial
California
$8.18M +$4.43M +205,824 +118%
HI
8
Horizon Investments
North Carolina
$8.12M -$8.12M -379,066 -50%
UBS Group
9
UBS Group
Switzerland
$6.2M +$165K +7,674 +3%
LWP
10
Legacy Wealth Partners
California
$5.83M +$1.56M +72,474 +36%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.6M +$952K +44,249 +20%
WP
12
WealthPLAN Partners
Nebraska
$3.68M +$347K +15,961 +10%
EH
13
Equitable Holdings
New York
$3.17M +$202K +9,370 +7%
NA
14
NewEdge Advisors
Louisiana
$2.84M +$690K +32,078 +32%
SDWMA
15
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.74M +$386K +17,960 +16%
PAG
16
Private Advisor Group
New Jersey
$2.65M +$288K +13,431 +12%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.4M +$40.2K +1,869 +2%
ARG
18
Advisory Resource Group
Oklahoma
$2.33M +$2.33M +108,176 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.06M +$141K +6,534 +7%
LNC
20
Lincoln National Corp
Pennsylvania
$1.69M +$1.69M +78,642 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.66M +$435K +20,250 +36%
IAIM
22
International Assets Investment Management
Florida
$1.63M -$207K -9,599 -11%
EP
23
Eudaimonia Partners
Tennessee
$1.42M +$1.42M +66,224 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.23M +$920K +42,752 +293%
FFA
25
First Foundation Advisors
California
$1.21M +$996K +46,328 +478%