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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$120M
2
Bank of America
2
Bank of America
North Carolina
$20.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.17M
4
PVI
4
Pine Valley Investments
New Jersey
$20.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
NIWA
2
New Insight Wealth Advisors
California
$1.35M
3
RJA
3
Raymond James & Associates
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$10.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$608K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$120M 6,518,357 +547,848 +9%
Bank of America
2
Bank of America
North Carolina
$20.6M 1,116,249 +319,082 +40%
PVI
3
Pine Valley Investments
New Jersey
$20.5M 1,111,192 +182,219 +20%
Morgan Stanley
4
Morgan Stanley
New York
$18.4M 994,599 +80,492 +9%
LPL Financial
5
LPL Financial
California
$12.7M 684,929 +12,188 +2%
UBS Group
6
UBS Group
Switzerland
$11.3M 612,930 +20,568 +3%
Wells Fargo
7
Wells Fargo
California
$10.6M 572,674 -30,400 -5%
PWM
8
Prentice Wealth Management
New York
$9.56M 517,193 +14,392 +3%
TCM
9
TruNorth Capital Management
Michigan
$5.65M 305,906 +21,386 +8%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$4.17M 225,769 +198,288 +722%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.02M 163,166 +47,898 +42%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.92M 103,909 -7,476 -7%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$1.83M 98,702 +2,249 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.4M 75,911 -481 -0.6%
NIWA
15
New Insight Wealth Advisors
California
$1.35M 73,001 -73,003 -50%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.35M 72,894 -15,834 -18%
AWA
17
Acorn Wealth Advisors
Michigan
$1.3M 70,135 +9,034 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.18M 63,732 -1,009 -2%
HSA
19
HBK Sorce Advisory
Pennsylvania
$1.17M 63,182 -8,571 -12%
OIA
20
OneDigital Investment Advisors
Kansas
$969K 52,426 -17,354 -25%
CWM
21
Collaborative Wealth Management
Florida
$942K 50,982 -74 -0.1%
MFA
22
Millington Financial Advisors
Illinois
$933K 50,483 +2,402 +5%
FFA
23
First Foundation Advisors
California
$845K 45,704 -9,141 -17%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$670K 36,243 +151 +0.4%
GFS
25
GYL Financial Synergies
Connecticut
$653K 35,324 +27 +0.1%
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