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Columbia Diversified Fixed Income Allocation ETF

61 hedge funds and large institutions have $237M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
23
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$132M +$3.31M +196,765 +3%
Wells Fargo
2
Wells Fargo
California
$12.6M -$300K -17,845 -2%
Morgan Stanley
3
Morgan Stanley
New York
$12.3M -$3.02M -179,677 -20%
Bank of America
4
Bank of America
North Carolina
$9.79M -$385K -22,850 -4%
PVI
5
Pine Valley Investments
New Jersey
$8.57M +$938K +55,709 +12%
Jane Street
6
Jane Street
New York
$8.01M -$9.06M -538,168 -53%
PWM
7
Prentice Wealth Management
New York
$6.71M +$295K +17,520 +5%
LPL Financial
8
LPL Financial
California
$5.25M +$389K +23,088 +8%
OIA
9
OneDigital Investment Advisors
Kansas
$3.26M -$548K -32,569 -14%
HSA
10
HBK Sorce Advisory
Pennsylvania
$3.2M -$560K -33,272 -15%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.01M +$1.2M +71,079 +66%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.79M -$363K -21,557 -12%
AAS
13
Ameritas Advisory Services
Nebraska
$2.75M +$2.75M +163,085 New
CAN
14
Cetera Advisor Networks
California
$2.26M +$236K +13,990 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.26M +$24K +1,428 +1%
FFA
16
First Foundation Advisors
California
$1.99M -$84.6K -5,028 -4%
GFS
17
GYL Financial Synergies
Connecticut
$1.88M +$692K +41,104 +58%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.59M -$208K -12,329 -12%
Citadel Advisors
19
Citadel Advisors
Florida
$1.59M +$463K +27,497 +41%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$1.24M +$528K +31,281 +75%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.07M -$2.5M -148,705 -70%
PAG
22
Private Advisor Group
New Jersey
$1.04M -$51.9K -3,083 -5%
UBS Group
23
UBS Group
Switzerland
$1M +$36.2K +2,149 +4%
RJA
24
Raymond James & Associates
Florida
$894K -$16.3K -969 -2%
OPS
25
Orion Portfolio Solutions
Nebraska
$881K +$22.1K +1,310 +3%