Columbia Diversified Fixed Income Allocation ETF
DIAL
65 hedge funds and large institutions have $260M invested in Columbia Diversified Fixed Income Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $237M → $260M (+$23.2M)
7% more funds holding
Funds holding: 61 → 65 (+4)
2.62% more ownership
Funds ownership: 61.73% → 64.34% (+2.6%)
24% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.51M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.32M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.75M |
| 4 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$1.37M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.95M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.54M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.69M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.68M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.52M |
DIAL Hedge Fund Activity: Q4 2023 in Review
65 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2023, worth a combined $260M — up 9.8% from $237M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DIAL positions and 7 closed out — a net gain of 5 holders — while 19 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.51M. The largest seller was LPL Financial, cutting an estimated $2.95M.
- 65 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2023, up from 61 in Q3 2023.
- Funds reported $260M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2023, up 9.8% quarter-over-quarter.
- 12 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2023 and 7 closed out, a net change of +5 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.51M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2023 was LPL Financial, an estimated $2.95M sold.
Based on aggregated 13F filings for Q4 2023.