Columbia Diversified Fixed Income Allocation ETF
DIAL
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.
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
78% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 23
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
27% more funds holding
Funds holding: 75 → 95 (+20)
7% more capital invested
Capital invested by funds: $761M → $818M (+$56.8M)
4.07% more ownership
Funds ownership: 63.14% → 67.21% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$16.4M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$9.73M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.6M |
| 4 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
+$3.41M |
| 5 |
Jane Street
New York
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$19.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.52M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.06M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.87M |
DIAL Hedge Fund Activity: Q4 2021 in Review
95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2021, worth a combined $818M — up 7.5% from $761M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DIAL positions and 5 closed out — a net gain of 22 holders — while 41 added to existing stakes and 23 trimmed.
The largest buyer was FDx Advisors, opening a new position worth an estimated $16.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $19.4M.
- 95 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2021, up from 75 in Q3 2021.
- Funds reported $818M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2021, up 7.5% quarter-over-quarter.
- 27 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2021 and 5 closed out, a net change of +22 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2021 was FDx Advisors, an estimated $16.4M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2021.