Columbia Diversified Fixed Income Allocation ETF
DIAL
67 hedge funds and large institutions have $459M invested in Columbia Diversified Fixed Income Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.
500% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 4
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
89% more capital invested
Capital invested by funds: $243M → $459M (+$216M)
43% more funds holding
Funds holding: 47 → 67 (+20)
3.22% more ownership
Funds ownership: 54.75% → 57.97% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$84.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.69M |
| 4 |
Morgan Stanley
New York
|
+$5.75M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$8.12M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.17M |
| 3 |
22CM
20/20 Capital Management
Costa Mesa,
California
|
-$691K |
| 4 |
EH
Equitable Holdings
New York
|
-$488K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$386K |
DIAL Hedge Fund Activity: Q4 2020 in Review
67 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2020, worth a combined $459M — up 89% from $243M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DIAL positions and 4 closed out — a net gain of 20 holders — while 30 added to existing stakes and 13 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $84.7M. The largest seller was Horizon Investments, exiting entirely with an estimated $8.12M sold.
- 67 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $459M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2020, up 89% quarter-over-quarter.
- 24 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2020 and 4 closed out, a net change of +20 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2020 was OneDigital Investment Advisors, an estimated $84.7M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2020 was Horizon Investments, an estimated $8.12M sold.
Based on aggregated 13F filings for Q4 2020.