DIAL icon

Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

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, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
23
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.1M
2
UBS Group
2
UBS Group
Switzerland
$10.5M
3
Ameriprise
3
Ameriprise
Minnesota
$148M
4
PVI
4
Pine Valley Investments
New Jersey
$16M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18M
2
Wells Fargo
2
Wells Fargo
California
$11.2M
3
SFWC
3
Strategic Family Wealth Counselors
New Jersey
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$148M +$5.53M +310,666 +4%
Morgan Stanley
2
Morgan Stanley
New York
$18M -$17.3M -971,585 -49%
PVI
3
Pine Valley Investments
New Jersey
$16M +$5.5M +309,270 +53%
Bank of America
4
Bank of America
North Carolina
$15.4M +$614K +34,548 +4%
Wells Fargo
5
Wells Fargo
California
$11.2M -$1.96M -110,502 -15%
LPL Financial
6
LPL Financial
California
$11.1M +$8.66M +487,167 +349%
UBS Group
7
UBS Group
Switzerland
$10.5M +$8.65M +486,262 +471%
Jane Street
8
Jane Street
New York
$9.96M +$781K +43,901 +9%
PWM
9
Prentice Wealth Management
New York
$7.86M +$327K +18,396 +4%
TCM
10
TruNorth Capital Management
Michigan
$4.86M +$4.86M +273,135 New
NIWA
11
New Insight Wealth Advisors
California
$2.84M +$101K +5,664 +4%
HSA
12
HBK Sorce Advisory
Pennsylvania
$2.17M -$1.01M -56,604 -32%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.05M +$277K +15,566 +16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.81M +$92.4K +5,199 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.73M +$1.73M +97,311 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.72M +$1.72M +96,492 New
CAN
17
Cetera Advisor Networks
California
$1.72M -$397K -22,328 -19%
OIA
18
OneDigital Investment Advisors
Kansas
$1.58M -$120K -6,737 -7%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$1.57M +$99.6K +5,601 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.43M -$162K -9,124 -10%
RJA
21
Raymond James & Associates
Florida
$1.17M -$77.5K -4,360 -6%
AWA
22
Acorn Wealth Advisors
Michigan
$1.14M +$451K +25,345 +65%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.13M -$76.3K -4,291 -6%
FFA
24
First Foundation Advisors
California
$979K -$917K -51,595 -48%
CWM
25
Collaborative Wealth Management
Florida
$910K +$7.68K +432 +0.9%
1
2 3