DIAL icon

Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

53 hedge funds and large institutions have $250M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
20
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$120M
2
LPL Financial
2
LPL Financial
California
$16M
3
PVI
3
Pine Valley Investments
New Jersey
$22.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.52M

Top Sellers

1
TCM
1
TruNorth Capital Management
Michigan
$0
2
Bank of America
2
Bank of America
North Carolina
$15M
3
Wells Fargo
3
Wells Fargo
California
$8.51M
4
NIWA
4
New Insight Wealth Advisors
California
$924K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$120M +$5.43M +309,580 +5%
PVI
2
Pine Valley Investments
New Jersey
$22.4M +$2.96M +169,095 +15%
Morgan Stanley
3
Morgan Stanley
New York
$18.5M +$1.07M +60,772 +6%
LPL Financial
4
LPL Financial
California
$16M +$4.01M +228,888 +33%
Bank of America
5
Bank of America
North Carolina
$15M -$4.62M -263,320 -24%
UBS Group
6
UBS Group
Switzerland
$10.5M -$239K -13,635 -2%
PWM
7
Prentice Wealth Management
New York
$9.57M +$508K +28,997 +6%
Wells Fargo
8
Wells Fargo
California
$8.51M -$1.52M -86,954 -15%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$3.96M +$2.23K +127 +0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.96M +$103K +5,884 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.89M +$67.2K +3,833 +4%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$1.77M +$43.1K +2,457 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$1.52M +$944K +53,856 +164%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.43M +$94.9K +5,411 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.29M +$176K +10,040 +16%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.26M -$20.2K -1,155 -2%
AWA
17
Acorn Wealth Advisors
Michigan
$1.16M -$71.4K -4,075 -6%
MFA
18
Millington Financial Advisors
Illinois
$1.05M +$157K +8,888 +18%
NIWA
19
New Insight Wealth Advisors
California
$924K -$355K -20,263 -28%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$894K +$384K +21,916 +75%
HSA
21
HBK Sorce Advisory
Pennsylvania
$876K -$232K -13,238 -21%
CWM
22
Collaborative Wealth Management
Florida
$857K -$36.8K -2,102 -4%
OIA
23
OneDigital Investment Advisors
Kansas
$803K -$116K -6,601 -13%
FFA
24
First Foundation Advisors
California
$783K -$18.3K -1,044 -2%
Jane Street
25
Jane Street
New York
$722K +$722K +41,166 New
1
2 3