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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

80 hedge funds and large institutions have $763M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.4%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
11
Increased
46
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$223M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$61.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$118M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.72M
5
AFM
5
Andesa Financial Management
Pennsylvania
$5.47M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$25.9M
2
Bank of America
2
Bank of America
North Carolina
$29.1M
3
TA
3
TruWealth Advisors
Louisiana
$65.9M
4
Jane Street
4
Jane Street
New York
$0
5
EH
5
Equitable Holdings
New York
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$223M 10,335,504 +4,192,244 +68%
OIA
2
OneDigital Investment Advisors
Kansas
$118M 5,459,642 +718,813 +15%
TA
3
TruWealth Advisors
Louisiana
$65.9M 3,059,127 -53,291 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.8M 2,867,118 +1,647,645 +135%
Bank of America
5
Bank of America
North Carolina
$29.1M 1,350,698 -81,302 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$25.9M 1,200,872 -199,682 -14%
Morgan Stanley
7
Morgan Stanley
New York
$25.6M 1,186,573 +28,945 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$25.3M 1,175,143 +202,048 +21%
SDH
9
Sloy Dahl & Holst
Washington
$17.8M 824,586 -6,701 -0.8%
LPL Financial
10
LPL Financial
California
$15M 698,208 -2,313 -0.3%
Wells Fargo
11
Wells Fargo
California
$13.8M 641,468 +13,558 +2%
FI
12
Financial Insights
Washington
$12.4M 57,390 +6,563 +13%
PWM
13
Prentice Wealth Management
New York
$10.7M 497,767 +13,226 +3%
NA
14
NewEdge Advisors
Louisiana
$8.85M 410,885 +5,473 +1%
HI
15
Horizon Investments
North Carolina
$8.45M 393,528 +13,697 +4%
LWP
16
Legacy Wealth Partners
California
$7.34M 340,376 +10,354 +3%
ARG
17
Advisory Resource Group
Oklahoma
$7.1M 329,320 +83,898 +34%
UBS Group
18
UBS Group
Switzerland
$6.26M 290,240 -22,091 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$5.72M 265,535 +254,392 +2,283%
AFM
20
Andesa Financial Management
Pennsylvania
$5.47M 254,096 +254,096 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.96M 230,218 +29,680 +15%
SWMP
22
Signature Wealth Management Partners
New Jersey
$3.85M 178,819 -12,740 -7%
WP
23
WealthPLAN Partners
Nebraska
$3.67M 170,428 +3,503 +2%
F
24
F3Logic
Minnesota
$3.6M 166,849 +6,496 +4%
SDWMA
25
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.53M 164,001 +7,369 +5%
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