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Columbia Diversified Fixed Income Allocation ETF
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Overview Fund Activity

52 hedge funds and large institutions have $219M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.1M
2
LPL Financial
2
LPL Financial
California
$21.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.46M
4
FFA
4
First Foundation Advisors
California
$1.09M
5
BWM
5
BankPlus Wealth Management
Mississippi
$901K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$106M
2
Jane Street
2
Jane Street
New York
$653K
3
Bank of America
3
Bank of America
North Carolina
$16.8M
4
PWM
4
Prentice Wealth Management
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.73K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$106M 5,814,816 -131,080 -2%
Wells Fargo
2
Wells Fargo
California
$22.1M 1,215,182 +763,727 +169%
LPL Financial
3
LPL Financial
California
$21.2M 1,161,741 +104,518 +10%
Bank of America
4
Bank of America
North Carolina
$16.8M 924,879 -23,309 -2%
Morgan Stanley
5
Morgan Stanley
New York
$16.7M 916,548 +2,588 +0.3%
UBS Group
6
UBS Group
Switzerland
$11M 603,666 +7,560 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.18M 174,688 +2,615 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.99M 109,435 +99 +0.1%
RCAG
9
Rehmann Capital Advisory Group
Michigan
$1.97M 108,387 +1,255 +1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.54M 84,809 +2,907 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.46M 83,002 +25,424 +44%
MFA
12
Millington Financial Advisors
Illinois
$1.28M 70,761 +9,361 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.21M 66,604 -7,483 -10%
FFA
14
First Foundation Advisors
California
$1.09M 59,741 +18,102 +43%
AWA
15
Acorn Wealth Advisors
Michigan
$1.06M 58,257 -130 -0.2%
Citadel Advisors
16
Citadel Advisors
Florida
$1.05M 57,785 +2,377 +4%
BWM
17
BankPlus Wealth Management
Mississippi
$901K 49,494 +10,725 +28%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$835K 45,852 +212 +0.5%
Raymond James Financial
19
Raymond James Financial
Florida
$833K 45,758 +1,060 +2%
OIA
20
OneDigital Investment Advisors
Kansas
$671K 36,843 -3,335 -8%
HSA
21
HBK Sorce Advisory
Pennsylvania
$655K 35,958 – –
Jane Street
22
Jane Street
New York
$653K 35,848 -97,849 -73%
CWM
23
Collaborative Wealth Management
Florida
$622K 34,178 -11,650 -25%
NIWA
24
New Insight Wealth Advisors
California
$527K 28,934 -9,203 -24%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$436K 23,926 +1,300 +6%
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