DIAL icon

Columbia Diversified Fixed Income Allocation ETF

80 hedge funds and large institutions have $398M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 48 reducing their positions, and 21 closing their positions.

Holders
80
Holders Change
-13
Holders Change %
-13.98%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
17
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$142M -$46.1M -2,609,233 -25%
OIA
2
OneDigital Investment Advisors
Kansas
$92.8M -$21M -1,191,189 -18%
AAS
3
Ameritas Advisory Services
Nebraska
$27.3M +$1.23M +69,443 +5%
Wells Fargo
4
Wells Fargo
California
$15.1M -$2.88M -162,818 -16%
Morgan Stanley
5
Morgan Stanley
New York
$14.4M -$2.32M -131,598 -14%
Bank of America
6
Bank of America
North Carolina
$10.4M -$4.66M -263,956 -31%
LPL Financial
7
LPL Financial
California
$7.95M -$1.26M -71,101 -14%
UBS Group
8
UBS Group
Switzerland
$6.19M +$482K +27,287 +8%
CG
9
Colony Group
Massachusetts
$6.04M -$384K -21,772 -6%
SSC
10
Syverson Strege & Co
Iowa
$5.74M +$2.81M +159,243 +96%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.73M -$8.51M -482,088 -64%
Jane Street
12
Jane Street
New York
$4.53M -$9.48M -536,921 -68%
AAS
13
Avantax Advisory Services
Texas
$3.73M +$3.73M +210,902 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.63M -$231K -13,091 -6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.5M -$282K -15,951 -7%
SDH
16
Sloy Dahl & Holst
Washington
$3.18M +$12.9K +733 +0.4%
CAN
17
Cetera Advisor Networks
California
$3.1M +$349K +19,746 +13%
SDWMA
18
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.97M +$165K +9,318 +6%
FFA
19
First Foundation Advisors
California
$2.54M -$89.5K -5,065 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.15M -$21M -1,189,144 -91%
PAG
21
Private Advisor Group
New Jersey
$2.12M -$81.8K -4,630 -4%
Citadel Advisors
22
Citadel Advisors
Florida
$2.02M -$3.78M -213,845 -65%
SWMP
23
Signature Wealth Management Partners
New Jersey
$1.93M -$164K -9,293 -8%
GFS
24
GYL Financial Synergies
Connecticut
$1.57M +$559K +31,671 +55%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.53M +$665K +37,629 +77%