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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

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.

Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
23
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$17.9M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.29M
3
Ameriprise
3
Ameriprise
Minnesota
$135M
4
Morgan Stanley
4
Morgan Stanley
New York
$16M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.3M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
EW
2
Enzi Wealth
Texas
$1.13M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$3.99M
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$135M +$1.89M +107,218 +1%
Jane Street
2
Jane Street
New York
$17.9M +$4.53M +257,052 +34%
Morgan Stanley
3
Morgan Stanley
New York
$16M +$1.25M +70,867 +8%
Wells Fargo
4
Wells Fargo
California
$13.5M +$356K +20,203 +3%
Bank of America
5
Bank of America
North Carolina
$10.6M +$36.9K +2,098 +0.3%
PVI
6
Pine Valley Investments
New Jersey
$7.99M +$298K +16,900 +4%
PWM
7
Prentice Wealth Management
New York
$6.71M +$269K +15,249 +4%
LPL Financial
8
LPL Financial
California
$5.08M -$164K -9,325 -3%
OIA
9
OneDigital Investment Advisors
Kansas
$3.99M -$2.07M -117,613 -34%
HSA
10
HBK Sorce Advisory
Pennsylvania
$3.93M -$86.9K -4,937 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.73M -$64.9K -3,687 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.3M +$941K +53,408 +40%
SDH
13
Sloy Dahl & Holst
Washington
$3.1M +$97.2K +5,522 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.33M -$45.8K -2,599 -2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$2.29M +$2.29M +129,725 New
FFA
16
First Foundation Advisors
California
$2.17M -$157K -8,888 -7%
CAN
17
Cetera Advisor Networks
California
$2.12M +$240K +13,624 +13%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.89M -$19.5K -1,109 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.88M +$522K +29,656 +38%
GFS
20
GYL Financial Synergies
Connecticut
$1.24M +$268K +15,220 +28%
Citadel Advisors
21
Citadel Advisors
Florida
$1.18M -$574K -32,605 -33%
PAG
22
Private Advisor Group
New Jersey
$1.14M +$374K +21,258 +49%
EW
23
Enzi Wealth
Texas
$1.13M -$3.02M -169,720 -73%
UBS Group
24
UBS Group
Switzerland
$1.01M -$251K -14,231 -20%
RJA
25
Raymond James & Associates
Florida
$952K +$4.46K +253 +0.5%
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