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Columbia Diversified Fixed Income Allocation ETF

95 hedge funds and large institutions have $818M invested in Columbia Diversified Fixed Income Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
95
Holders Change
+20
Holders Change %
+26.67%
% of All Funds
1.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
27
Increased
41
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$225M 10,535,337 -853,922 -7%
OIA
2
OneDigital Investment Advisors
Kansas
$134M 6,306,657 +457,622 +8%
TA
3
TruWealth Advisors
Louisiana
$71.1M 3,336,168 +160,412 +5%
Bank of America
4
Bank of America
North Carolina
$37.9M 1,776,523 -54,476 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.9M 1,261,730 -77,207 -6%
Morgan Stanley
6
Morgan Stanley
New York
$26.3M 1,232,477 -51,281 -4%
AAS
7
Ameritas Advisory Services
Nebraska
$24.4M 1,142,641 +1,142,641 New
BWL
8
Bogart Wealth LLC
Virginia
$24M 1,128,419 +4,378 +0.4%
Wells Fargo
9
Wells Fargo
California
$22.5M 1,054,956 +404,424 +62%
NW
10
Naviter Wealth
Arkansas
$21.9M 1,025,425 +1,025,425 New
SFP
11
Sweet Financial Partners
Minnesota
$18.8M 882,358 +882,358 New
FA
12
FDx Advisors
Illinois
$16.4M 770,834 +770,834 New
LPL Financial
13
LPL Financial
California
$14M 655,127 -144,093 -18%
PWM
14
Prentice Wealth Management
New York
$12.1M 565,516 +42,099 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$12M 564,543 -259,642 -32%
ARG
16
Advisory Resource Group
Oklahoma
$9.08M 439,229 +58,246 +15%
HI
17
Horizon Investments
North Carolina
$8.45M 397,338 -7,536 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.06M 378,384 -913,354 -71%
CG
19
Colony Group
Massachusetts
$7.76M 364,009 +21,636 +6%
UBS Group
20
UBS Group
Switzerland
$6.58M 308,709 +7,008 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.27M 293,994 +40,779 +16%
NA
22
NewEdge Advisors
Louisiana
$4.14M 194,146 -134,752 -41%
AI
23
Atria Investments
North Carolina
$4.11M 192,773 +47,592 +33%
F
24
F3Logic
Minnesota
$3.73M 175,037 +4,517 +3%
SDWMA
25
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.54M 166,184 +1,996 +1%