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Columbia Diversified Fixed Income Allocation ETF

68 hedge funds and large institutions have $365M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
68
Holders Change
-12
Holders Change %
-15%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
18
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$130M 7,764,053 -275,758 -3%
OIA
2
OneDigital Investment Advisors
Kansas
$82.7M 4,943,742 -311,292 -6%
AAS
3
Ameritas Advisory Services
Nebraska
$26.3M 1,570,515 +24,232 +2%
Wells Fargo
4
Wells Fargo
California
$14.4M 860,308 +5,355 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$13.7M 816,071 -157 -0%
Bank of America
6
Bank of America
North Carolina
$12.2M 728,314 +140,796 +24%
EW
7
Enzi Wealth
Texas
$11.1M 641,329 +641,329 New
LPL Financial
8
LPL Financial
California
$6.56M 392,102 -57,761 -13%
GFS
9
GYL Financial Synergies
Connecticut
$6.07M 362,732 +273,937 +309%
CG
10
Colony Group
Massachusetts
$6.04M 361,248 +18,980 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.06M 242,641 -25,454 -9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.21M 192,064 -13,719 -7%
SDH
13
Sloy Dahl & Holst
Washington
$2.97M 177,669 -2,207 -1%
AAS
14
Avantax Advisory Services
Texas
$2.96M 177,150 -33,752 -16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.92M 174,711 +53,232 +44%
SDWMA
16
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.9M 173,141 +5,013 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.71M 162,115 +88,573 +120%
CAN
18
Cetera Advisor Networks
California
$2.67M 159,618 -16,162 -9%
FFA
19
First Foundation Advisors
California
$2.46M 147,192 +3,201 +2%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$2.01M 120,032 +62,909 +110%
PAG
21
Private Advisor Group
New Jersey
$1.99M 118,719 -1,444 -1%
UBS Group
22
UBS Group
Switzerland
$1.91M 113,934 -236,701 -68%
Jane Street
23
Jane Street
New York
$1.72M 102,533 -153,756 -60%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.63M 97,272 -100,903 -51%
SWMP
25
Signature Wealth Management Partners
New Jersey
$1.4M 83,855 -25,231 -23%