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Columbia Diversified Fixed Income Allocation ETF

74 hedge funds and large institutions have $576M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
15
Increased
42
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$130M +$13.9M +659,454 +12%
OIA
2
OneDigital Investment Advisors
Kansas
$100M +$17.1M +810,048 +21%
TA
3
TruWealth Advisors
Louisiana
$65.7M +$12.1M +571,190 +22%
Bank of America
4
Bank of America
North Carolina
$30.2M +$7.38M +349,237 +32%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29.6M +$13.9M +656,171 +88%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.8M +$15.3M +724,850 +147%
Morgan Stanley
7
Morgan Stanley
New York
$24.4M -$340K -16,087 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.6M +$13.5M +640,345 +192%
SDH
9
Sloy Dahl & Holst
Washington
$17.6M +$17.3M +817,356 +5,867%
LPL Financial
10
LPL Financial
California
$14.8M +$270K +12,763 +2%
Wells Fargo
11
Wells Fargo
California
$13.3M +$472K +22,349 +4%
PWM
12
Prentice Wealth Management
New York
$10.2M +$10.2M +484,541 New
NA
13
NewEdge Advisors
Louisiana
$8.56M +$3.64M +172,353 +74%
HI
14
Horizon Investments
North Carolina
$8.02M +$8.02M +379,831 New
LWP
15
Legacy Wealth Partners
California
$6.97M +$1.42M +67,434 +26%
UBS Group
16
UBS Group
Switzerland
$6.6M -$269K -12,740 -4%
ARG
17
Advisory Resource Group
Oklahoma
$5.18M +$405K +19,188 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.24M +$1.35M +63,725 +47%
SWMP
19
Signature Wealth Management Partners
New Jersey
$4.05M +$453K +21,460 +13%
WP
20
WealthPLAN Partners
Nebraska
$3.57M +$331K +15,487 +10%
F
21
F3Logic
Minnesota
$3.39M -$971K -45,943 -22%
SDWMA
22
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.31M +$568K +26,902 +21%
PAG
23
Private Advisor Group
New Jersey
$3M +$64.7K +3,062 +2%
AI
24
Atria Investments
North Carolina
$2.88M -$912K -43,155 -24%
FFA
25
First Foundation Advisors
California
$2.39M +$836K +39,602 +54%