Columbia Diversified Fixed Income Allocation ETF
DIAL
63 hedge funds and large institutions have $286M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 7 closing their positions.
10% more capital invested
Capital invested by funds: $260M → $286M (+$26M)
4.55% more ownership
Funds ownership: 64.34% → 68.89% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
3% less funds holding
Funds holding: 65 → 63 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.64M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.63M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.51M |
| 4 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$5.49M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.96M |
| 2 |
SFWC
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
-$1.32M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.27M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$1M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$915K |
DIAL Hedge Fund Activity: Q1 2024 in Review
63 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2024, worth a combined $286M — up 10% from $260M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DIAL and 5 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 24 added.
The largest buyer was LPL Financial, adding an estimated $8.64M. The largest seller was Wells Fargo, cutting an estimated $1.96M.
- 63 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2024, down from 65 in Q4 2023.
- Funds reported $286M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2024, up 10% quarter-over-quarter.
- 5 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2024 and 7 closed out, a net change of -2 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2024 was LPL Financial, an estimated $8.64M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2024 was Wells Fargo, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2024.