DIAL icon

Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

68 hedge funds and large institutions have $303M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
13
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$145M
2
PWM
2
Prentice Wealth Management
New York
$6.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.33M
4
OMC
4
Old Mission Capital
Illinois
$2.84M
5
Jane Street
5
Jane Street
New York
$3.78M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$6.66M
2
AAS
2
Ameritas Advisory Services
Nebraska
$19.8M
3
CG
3
Colony Group
Massachusetts
$2.48M
4
EW
4
Enzi Wealth
Texas
$9.8M
5
AAS
5
Avantax Advisory Services
Texas
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$145M +$10.7M +619,114 +8%
AAS
2
Ameritas Advisory Services
Nebraska
$19.8M -$7.32M -423,112 -27%
Morgan Stanley
3
Morgan Stanley
New York
$15.9M +$1.81M +104,507 +13%
Wells Fargo
4
Wells Fargo
California
$14.5M -$370K -21,390 -2%
Bank of America
5
Bank of America
North Carolina
$12.7M +$132K +7,647 +1%
EW
6
Enzi Wealth
Texas
$9.8M -$1.74M -96,766 -15%
GFS
7
GYL Financial Synergies
Connecticut
$8.03M +$1.76M +101,842 +28%
OIA
8
OneDigital Investment Advisors
Kansas
$6.66M -$78.8M -4,558,514 -92%
LOIP
9
Live Oak Investment Partners
Texas
$6.27M – – –
LPL Financial
10
LPL Financial
California
$6.17M -$613K -35,460 -9%
PWM
11
Prentice Wealth Management
New York
$6.1M +$5.34M +308,977 +703%
Jane Street
12
Jane Street
New York
$3.78M +$2.01M +115,977 +113%
Citadel Advisors
13
Citadel Advisors
Florida
$3.33M +$2.36M +136,308 +241%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.87M -$1.32M -76,359 -31%
OMC
15
Old Mission Capital
Illinois
$2.84M +$2.12M +122,675 +294%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.82M +$1.13M +65,588 +67%
SDH
17
Sloy Dahl & Holst
Washington
$2.74M -$334K -19,318 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.69M -$110K -6,374 -4%
SDWMA
19
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.66M -$335K -19,395 -11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.53M -$787K -45,542 -24%
CG
21
Colony Group
Massachusetts
$2.48M -$3.76M -217,607 -60%
FFA
22
First Foundation Advisors
California
$2.38M -$166K -9,603 -7%
CAN
23
Cetera Advisor Networks
California
$2.01M -$752K -43,492 -27%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.41M -$1.61M -93,231 -53%
AAS
25
Avantax Advisory Services
Texas
$1.34M -$1.72M -99,685 -56%
1
2 3 4