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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

75 hedge funds and large institutions have $761M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
6
Increased
45
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWL
1
Bogart Wealth LLC
Virginia
$24M
2
Ameriprise
2
Ameriprise
Minnesota
$243M
3
Bank of America
3
Bank of America
North Carolina
$39.1M
4
AIC
4
Ameritas Investment Company
Nebraska
$9.96M
5
OIA
5
OneDigital Investment Advisors
Kansas
$125M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.6M
2
SDH
2
Sloy Dahl & Holst
Washington
$2.59M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AFM
5
Andesa Financial Management
Pennsylvania
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$243M 11,389,259 +1,053,755 +10%
OIA
2
OneDigital Investment Advisors
Kansas
$125M 5,849,035 +389,393 +7%
TA
3
TruWealth Advisors
Louisiana
$67.8M 3,175,756 +116,629 +4%
Bank of America
4
Bank of America
North Carolina
$39.1M 1,830,999 +480,301 +36%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28.6M 1,338,937 -1,528,181 -53%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$27.6M 1,291,738 +90,866 +8%
Morgan Stanley
7
Morgan Stanley
New York
$27.4M 1,283,758 +97,185 +8%
BWL
8
Bogart Wealth LLC
Virginia
$24M 1,124,041 +1,124,041 New
Osaic Holdings
9
Osaic Holdings
Arizona
$17.6M 824,185 -350,958 -30%
LPL Financial
10
LPL Financial
California
$17.1M 799,220 +101,012 +14%
Wells Fargo
11
Wells Fargo
California
$13.9M 650,532 +9,064 +1%
PWM
12
Prentice Wealth Management
New York
$11.2M 523,417 +25,650 +5%
AIC
13
Ameritas Investment Company
Nebraska
$9.96M 466,426 +408,938 +711%
HI
14
Horizon Investments
North Carolina
$8.62M 404,874 +11,346 +3%
ARG
15
Advisory Resource Group
Oklahoma
$8.14M 380,983 +51,663 +16%
CG
16
Colony Group
Massachusetts
$7.31M 342,373 +342,373 New
NA
17
NewEdge Advisors
Louisiana
$7.03M 328,898 -81,987 -20%
UBS Group
18
UBS Group
Switzerland
$6.44M 301,701 +11,461 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.41M 253,215 +22,997 +10%
SWMP
20
Signature Wealth Management Partners
New Jersey
$3.72M 173,973 -4,846 -3%
F
21
F3Logic
Minnesota
$3.64M 170,520 +3,671 +2%
PAG
22
Private Advisor Group
New Jersey
$3.52M 164,595 +20,974 +15%
SDWMA
23
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.51M 164,188 +187 +0.1%
FFA
24
First Foundation Advisors
California
$3.32M 155,409 +2,170 +1%
SSC
25
Syverson Strege & Co
Iowa
$3.25M 152,176 +5,746 +4%
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