Columbia Diversified Fixed Income Allocation ETF
DIAL
70 hedge funds and large institutions have $272M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 43 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
3% more funds holding
Funds holding: 68 → 70 (+2)
2.24% more ownership
Funds ownership: 56.98% → 59.21% (+2.2%)
10% less capital invested
Capital invested by funds: $303M → $272M (-$30.5M)
74% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 43
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$9.51M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$4.03M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$934K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$646K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$475K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.9M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$9.96M |
| 3 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
-$7.23M |
| 4 |
EW
Enzi Wealth
Austin,
Texas
|
-$5.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.36M |
DIAL Hedge Fund Activity: Q1 2023 in Review
70 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2023, worth a combined $272M — down 10% from $303M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DIAL positions and 6 closed out — a net gain of 4 holders — while 11 added to existing stakes and 43 trimmed.
The largest buyer was Jane Street, adding an estimated $9.51M. The largest seller was Ameriprise, cutting an estimated $14.9M.
- 70 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2023, up from 68 in Q4 2022.
- Funds reported $272M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2023, down 10% quarter-over-quarter.
- 10 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2023 and 6 closed out, a net change of +4 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2023 was Jane Street, an estimated $9.51M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2023 was Ameriprise, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2023.