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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+20
Holders Change %
+42.55%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
24
Increased
30
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$86.8M
2
Ameriprise
Ameriprise
Minnesota
$121M
3
LPL Financial
LPL Financial
California
$15.2M
4
Morgan Stanley
Morgan Stanley
New York
$25.9M
5
Bank of America
Bank of America
North Carolina
$23.9M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
IAIM
International Assets Investment Management
Florida
$477K
3
VC
Veracity Capital
Georgia
$0
4
22CM
20/20 Capital Management
California
$281K
5
EH
Equitable Holdings
New York
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$121M +$15.5M +702,184 +15%
OIA
2
OneDigital Investment Advisors
Kansas
$86.8M +$85.9M +3,889,173 +9,347%
TA
3
TruWealth Advisors
Louisiana
$56.1M +$56.1M +2,541,228 New
Morgan Stanley
4
Morgan Stanley
New York
$25.9M +$5.83M +264,146 +29%
Bank of America
5
Bank of America
North Carolina
$23.9M +$5.76M +260,616 +32%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.4M +$4.98M +225,576 +43%
LPL Financial
7
LPL Financial
California
$15.2M +$6.79M +307,487 +81%
Wells Fargo
8
Wells Fargo
California
$13.4M +$3.84M +173,816 +40%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.9M +$1.1M +49,718 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.35M +$1.6M +72,484 +28%
UBS Group
11
UBS Group
Switzerland
$7.18M +$813K +36,808 +13%
LWP
12
Legacy Wealth Partners
California
$5.8M -$187K -8,463 -3%
NA
13
NewEdge Advisors
Louisiana
$5.15M +$2.23M +100,826 +76%
ARG
14
Advisory Resource Group
Oklahoma
$5M +$2.61M +118,058 +109%
F
15
F3Logic
Minnesota
$4.55M +$353K +15,998 +8%
AI
16
Atria Investments
North Carolina
$3.97M +$3.97M +179,641 New
SWMP
17
Signature Wealth Management Partners
New Jersey
$3.76M +$3.76M +170,099 New
WP
18
WealthPLAN Partners
Nebraska
$3.31M -$388K -17,752 -10%
PAG
19
Private Advisor Group
New Jersey
$3.07M +$346K +15,654 +13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.02M +$1.32M +59,611 +77%
SDWMA
21
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.87M +$50.2K +2,272 +2%
EH
22
Equitable Holdings
New York
$2.76M -$495K -22,426 -15%
Jane Street
23
Jane Street
New York
$2.62M +$2.62M +118,704 New
HighTower Advisors
24
HighTower Advisors
Illinois
$2.61M +$142K +6,412 +6%
KAS
25
Kestra Advisory Services
Texas
$2.13M +$2.13M +96,376 New
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