Columbia Short Duration Bond ETF
SBND
11 hedge funds and large institutions have $51M invested in Columbia Short Duration Bond ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
38% more funds holding
Funds holding: 8 → 11 (+3)
2.39% more ownership
Funds ownership: 93.28% → 95.67% (+2.4%)
2% more capital invested
Capital invested by funds: $49.8M → $51M (+$1.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$790K |
| 2 |
LPL Financial
San Diego,
California
|
+$453K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$183K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$14.3K |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$422 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$110K |
| 2 |
Jane Street
New York
|
-$58.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Ameriprise
Minneapolis,
Minnesota
| $47.6M | – | – | – |
|
|
2
Jane Street
New York
| $1.14M | -$58.1K | -3,163 | -5% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.12M | +$790K | +43,064 | +238% |
|
|
4
LPL Financial
San Diego,
California
| $454K | +$453K | +24,664 | New |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $289K | +$14.3K | +777 | +5% |
|
|
FIM
6
Freedom Investment Management
Hartford,
Connecticut
| $244K | -$110K | -5,991 | -31% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $183K | +$183K | +9,948 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $23.9K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $3.7K | – | – | – |
|
|
FGAM
10
Financial Gravity Asset Management
Lakeway,
Texas
| $429 | +$422 | +23 | New |
|
11
UBS Group
Zurich,
Switzerland
| $423 | +$37 | +2 | +10% |
|
SBND Hedge Fund Activity: Q1 2024 in Review
11 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Columbia Short Duration Bond ETF (SBND) for Q1 2024, worth a combined $51M — up 2.4% from $49.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SBND positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $790K. The largest seller was Freedom Investment Management, cutting an estimated $110K.
- 11 institutional investors held Columbia Short Duration Bond ETF (SBND) as of Q1 2024, up from 8 in Q4 2023.
- Funds reported $51M of Columbia Short Duration Bond ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
- 3 funds opened new Columbia Short Duration Bond ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
- The largest Columbia Short Duration Bond ETF buyer in Q1 2024 was Citadel Advisors, an estimated $790K added.
- The largest Columbia Short Duration Bond ETF seller in Q1 2024 was Freedom Investment Management, an estimated $110K sold.
Based on aggregated 13F filings for Q1 2024.