Columbia Diversified Fixed Income Allocation ETF
DIAL
62 hedge funds and large institutions have $262M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 13 closing their positions.
1.99% more ownership
Funds ownership: 59.21% → 61.21% (+2%)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
5% less capital invested
Capital invested by funds: $274M → $262M (-$12.5M)
11% less funds holding
Funds holding: 70 → 62 (-8)
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.54M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.29M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.89M |
| 4 |
Morgan Stanley
New York
|
+$1.25M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$944K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$10.4M |
| 2 |
EW
Enzi Wealth
Austin,
Texas
|
-$3M |
| 3 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$2.73M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.08M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.15M |
DIAL Hedge Fund Activity: Q2 2023 in Review
62 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q2 2023, worth a combined $262M — down 4.6% from $274M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of DIAL and 5 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 23 added.
The largest buyer was Jane Street, adding an estimated $4.54M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $10.4M sold.
- 62 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q2 2023, down from 70 in Q1 2023.
- Funds reported $262M of Columbia Diversified Fixed Income Allocation ETF stock for Q2 2023, down 4.6% quarter-over-quarter.
- 5 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q2 2023 and 13 closed out, a net change of -8 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q2 2023 was Jane Street, an estimated $4.54M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2023.