DIAL icon

Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

61 hedge funds and large institutions have $235M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWM
1
Prentice Wealth Management
New York
$8.87M
2
LPL Financial
2
LPL Financial
California
$11.9M
3
PVI
3
Pine Valley Investments
New Jersey
$16.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$434K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$485K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$105M
2
Jane Street
2
Jane Street
New York
$8.08M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
Bank of America
5
Bank of America
North Carolina
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$105M 5,970,509 -2,344,961 -28%
PVI
2
Pine Valley Investments
New Jersey
$16.4M 928,973 +30,682 +3%
Morgan Stanley
3
Morgan Stanley
New York
$16.1M 914,107 -100,334 -10%
Bank of America
4
Bank of America
North Carolina
$14.1M 797,167 -71,345 -8%
LPL Financial
5
LPL Financial
California
$11.9M 672,741 +46,088 +7%
Wells Fargo
6
Wells Fargo
California
$10.6M 603,074 -24,175 -4%
UBS Group
7
UBS Group
Switzerland
$10.5M 592,362 +2,816 +0.5%
PWM
8
Prentice Wealth Management
New York
$8.87M 502,801 +60,538 +14%
Jane Street
9
Jane Street
New York
$8.08M 458,002 -101,888 -18%
TCM
10
TruNorth Capital Management
Michigan
$5.02M 284,520 +11,385 +4%
NIWA
11
New Insight Wealth Advisors
California
$2.58M 146,004 -13,626 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.03M 115,268 +188 +0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.97M 111,385 +9,706 +10%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$1.7M 96,453 +8,395 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.57M 88,728 -8,583 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.35M 76,392 -4,112 -5%
HSA
17
HBK Sorce Advisory
Pennsylvania
$1.27M 71,753 -50,034 -41%
OIA
18
OneDigital Investment Advisors
Kansas
$1.23M 69,780 -18,807 -21%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.14M 64,741 +1,249 +2%
AWA
20
Acorn Wealth Advisors
Michigan
$1.08M 61,101 -3,039 -5%
Citadel Advisors
21
Citadel Advisors
Florida
$1.03M 58,430 +8,800 +18%
FFA
22
First Foundation Advisors
California
$968K 54,845 -233 -0.4%
RJA
23
Raymond James & Associates
Florida
$964K 54,646 -11,189 -17%
CWM
24
Collaborative Wealth Management
Florida
$901K 51,056 -107 -0.2%
MFA
25
Millington Financial Advisors
Illinois
$848K 48,081 +822 +2%
1
2 3