Columbia Diversified Fixed Income Allocation ETF
DIAL
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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
3% less funds holding
Funds holding: 63 → 61 (-2)
3.95% less ownership
Funds ownership: 68.89% → 64.94% (-4%)
18% less capital invested
Capital invested by funds: $286M → $235M (-$51.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Prentice Wealth Management
Rochester,
New York
|
+$1.06M |
| 2 |
LPL Financial
San Diego,
California
|
+$808K |
| 3 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$538K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$431K |
| 5 |
JP Morgan Chase
New York
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.1M |
| 2 |
Jane Street
New York
|
-$1.79M |
| 3 |
Morgan Stanley
New York
|
-$1.76M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.72M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.25M |
DIAL Hedge Fund Activity: Q2 2024 in Review
61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q2 2024, worth a combined $235M — down 18% from $286M a quarter earlier.
Fund positioning in DIAL was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 22 added to existing stakes and 24 trimmed.
The largest buyer was Prentice Wealth Management, adding an estimated $1.06M. The largest seller was Ameriprise, cutting an estimated $41.1M.
- 61 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q2 2024, down from 63 in Q1 2024.
- Funds reported $235M of Columbia Diversified Fixed Income Allocation ETF stock for Q2 2024, down 18% quarter-over-quarter.
- 5 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q2 2024 and 5 closed out, a net change of 0 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q2 2024 was Prentice Wealth Management, an estimated $1.06M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q2 2024 was Ameriprise, an estimated $41.1M sold.
Based on aggregated 13F filings for Q2 2024.