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Columbia Diversified Fixed Income Allocation ETF

65 hedge funds and large institutions have $278M 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.

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
19
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$144M +$2.9M +160,620 +2%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M +$22.7M +1,256,451 +172%
Bank of America
3
Bank of America
North Carolina
$15.1M +$4.55M +252,190 +43%
Wells Fargo
4
Wells Fargo
California
$13.3M -$242K -13,431 -2%
PVI
5
Pine Valley Investments
New Jersey
$10.6M +$1.44M +79,739 +16%
Jane Street
6
Jane Street
New York
$9.31M +$728K +40,357 +8%
PWM
7
Prentice Wealth Management
New York
$7.65M +$452K +25,049 +6%
HSA
8
HBK Sorce Advisory
Pennsylvania
$3.22M -$210K -11,633 -6%
NIWA
9
New Insight Wealth Advisors
California
$2.78M +$2.78M +153,966 New
LPL Financial
10
LPL Financial
California
$2.52M -$3.11M -172,171 -55%
CAN
11
Cetera Advisor Networks
California
$2.15M -$282K -15,602 -12%
FFA
12
First Foundation Advisors
California
$1.93M -$212K -11,742 -10%
UBS Group
13
UBS Group
Switzerland
$1.86M +$788K +43,646 +73%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.8M -$622K -34,441 -26%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.74M +$34.9K +1,933 +2%
OIA
16
OneDigital Investment Advisors
Kansas
$1.72M -$1.78M -98,459 -51%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.62M -$1.6M -88,901 -50%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$1.49M +$166K +9,224 +13%
GFS
19
GYL Financial Synergies
Connecticut
$1.43M -$583K -32,304 -29%
SFWC
20
Strategic Family Wealth Counselors
New Jersey
$1.32M +$999K +55,345 +314%
AAS
21
Avantax Advisory Services
Texas
$1.27M +$1.27M +70,592 New
RJA
22
Raymond James & Associates
Florida
$1.27M +$308K +17,077 +32%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.22M -$1.77M -97,876 -59%
PAG
24
Private Advisor Group
New Jersey
$1.2M +$87.2K +4,833 +8%
OMC
25
Old Mission Capital
Illinois
$1.05M +$791K +43,807 +305%