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Columbia Diversified Fixed Income Allocation ETF

57 hedge funds and large institutions have $259M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $235M → $259M (+$24.4M)

0.47% more ownership

Funds ownership: 64.94%65.41% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

7% less funds holding

Funds holding: 6157 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
20
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$120M +$9.93M +547,848 +9%
Bank of America
2
Bank of America
North Carolina
$20.6M +$5.78M +319,082 +40%
PVI
3
Pine Valley Investments
New Jersey
$20.5M +$3.3M +182,219 +20%
Morgan Stanley
4
Morgan Stanley
New York
$18.4M +$1.46M +80,492 +9%
LPL Financial
5
LPL Financial
California
$12.7M +$221K +12,188 +2%
UBS Group
6
UBS Group
Switzerland
$11.3M +$373K +20,568 +3%
Wells Fargo
7
Wells Fargo
California
$10.6M -$551K -30,400 -5%
PWM
8
Prentice Wealth Management
New York
$9.56M +$261K +14,392 +3%
TCM
9
TruNorth Capital Management
Michigan
$5.65M +$388K +21,386 +8%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.17M +$3.59M +198,288 +722%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.02M +$868K +47,898 +42%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.92M -$136K -7,476 -7%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$1.83M +$40.8K +2,249 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.4M -$8.72K -481 -0.6%
NIWA
15
New Insight Wealth Advisors
California
$1.35M -$1.32M -73,003 -50%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.35M -$287K -15,834 -18%
AWA
17
Acorn Wealth Advisors
Michigan
$1.3M +$164K +9,034 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.18M -$18.3K -1,009 -2%
HSA
19
HBK Sorce Advisory
Pennsylvania
$1.17M -$155K -8,571 -12%
OIA
20
OneDigital Investment Advisors
Kansas
$969K -$315K -17,354 -25%
CWM
21
Collaborative Wealth Management
Florida
$942K -$1.34K -74 -0.1%
MFA
22
Millington Financial Advisors
Illinois
$933K +$43.5K +2,402 +5%
FFA
23
First Foundation Advisors
California
$845K -$166K -9,141 -17%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$670K +$2.74K +151 +0.4%
GFS
25
GYL Financial Synergies
Connecticut
$653K +$490 +27 +0.1%

DIAL Hedge Fund Activity: Q3 2024 in Review

57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2024, worth a combined $259M — up 10% from $235M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DIAL and 4 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Ameriprise, adding an estimated $9.93M. The largest seller was Jane Street, exiting entirely with an estimated $8.08M sold.

  • 57 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2024, down from 61 in Q2 2024.
  • Funds reported $259M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 4 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2024 and 8 closed out, a net change of -4 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2024 was Ameriprise, an estimated $9.93M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2024 was Jane Street, an estimated $8.08M sold.

Based on aggregated 13F filings for Q3 2024.