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Columbia Diversified Fixed Income Allocation ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
11
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$135M -$15.1M -842,966 -10%
Morgan Stanley
2
Morgan Stanley
New York
$15M -$1.47M -82,193 -9%
Jane Street
3
Jane Street
New York
$13.5M +$9.62M +538,238 +246%
Wells Fargo
4
Wells Fargo
California
$13.4M -$1.61M -90,094 -11%
Bank of America
5
Bank of America
North Carolina
$10.8M -$2.38M -133,435 -18%
AAS
6
Ameritas Advisory Services
Nebraska
$10.4M -$10M -563,884 -49%
PVI
7
Pine Valley Investments
New Jersey
$7.72M +$7.72M +436,673 New
PWM
8
Prentice Wealth Management
New York
$6.54M +$234K +13,108 +4%
OIA
9
OneDigital Investment Advisors
Kansas
$6.15M -$737K -41,263 -11%
LPL Financial
10
LPL Financial
California
$5.32M -$1.05M -58,748 -16%
EW
11
Enzi Wealth
Texas
$4.14M -$5.51M -311,156 -57%
HSA
12
HBK Sorce Advisory
Pennsylvania
$4.08M +$4.08M +228,233 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.86M +$945K +52,898 +32%
SDH
14
Sloy Dahl & Holst
Washington
$3.05M +$217K +12,138 +8%
SDWMA
15
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.73M -$21.6K -1,207 -0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.42M -$368K -20,615 -13%
FFA
17
First Foundation Advisors
California
$2.36M -$94K -5,258 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.94M -$1.03M -57,723 -35%
CAN
19
Cetera Advisor Networks
California
$1.91M -$165K -9,242 -8%
Citadel Advisors
20
Citadel Advisors
Florida
$1.78M -$1.67M -93,181 -48%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.38M -$76.1K -4,260 -5%
UBS Group
22
UBS Group
Switzerland
$1.28M +$146K +8,164 +13%
OMC
23
Old Mission Capital
Illinois
$1.18M -$1.75M -98,183 -60%
AI
24
Atria Investments
North Carolina
$1.15M +$54.4K +3,044 +5%
CWM
25
Collaborative Wealth Management
Florida
$1.01M -$5.22K -292 -0.5%