Columbia Short Duration Bond ETF
SBND
7 hedge funds and large institutions have $47.7M invested in Columbia Short Duration Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
1% more capital invested
Capital invested by funds: $47.4M → $47.7M (+$384K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.59% less ownership
Funds ownership: 97.23% → 95.64% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$917K |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$437K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$26K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$337K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Ameriprise
Minneapolis,
Minnesota
| $46.1M | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $911K | +$917K | +51,084 | New |
|
|
FIM
3
Freedom Investment Management
Hartford,
Connecticut
| $434K | +$437K | +24,367 | New |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $255K | +$26K | +1,450 | +11% |
|
5
Bank of America
Charlotte,
North Carolina
| $23.2K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $3.58K | +$3.61K | +201 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $2.75K | -$103K | -5,745 | -97% |
|
|
8
Jane Street
New York
| – | -$337K | -18,664 | Closed |
|
SBND Hedge Fund Activity: Q3 2023 in Review
7 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Columbia Short Duration Bond ETF (SBND) for Q3 2023, worth a combined $47.7M — up 0.81% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SBND positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $917K. The largest seller was Jane Street, exiting entirely with an estimated $337K sold.
- 7 institutional investors held Columbia Short Duration Bond ETF (SBND) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $47.7M of Columbia Short Duration Bond ETF stock for Q3 2023, up 0.81% quarter-over-quarter.
- 3 funds opened new Columbia Short Duration Bond ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Columbia Short Duration Bond ETF buyer in Q3 2023 was LPL Financial, an estimated $917K added.
- The largest Columbia Short Duration Bond ETF seller in Q3 2023 was Jane Street, an estimated $337K sold.
Based on aggregated 13F filings for Q3 2023.