We are live on ! Find out more
DIAL icon

Columbia Diversified Fixed Income Allocation ETF

53 hedge funds and large institutions have $289M invested in Columbia Diversified Fixed Income Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $290M → $289M (-$1.59M)

2% less funds holding

Funds holding: 5453 (-1)

2.2% less ownership

Funds ownership: 68.16%65.96% (-2.2%)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$113M -$7.16M -390,087 -6%
LPL Financial
2
LPL Financial
California
$41.8M +$2.35M +127,941 +6%
Bank of America
3
Bank of America
North Carolina
$22.3M +$5.7M +310,190 +34%
Morgan Stanley
4
Morgan Stanley
New York
$16.1M -$595K -32,407 -4%
PVI
5
Pine Valley Investments
New Jersey
$14.9M -$11.5M -624,492 -43%
Wells Fargo
6
Wells Fargo
California
$14.4M +$3.49M +189,990 +31%
CF
7
Convergence Financial
Missouri
$12.1M +$6.28M +341,791 +105%
UBS Group
8
UBS Group
Switzerland
$11.7M +$833K +45,368 +8%
Citadel Advisors
9
Citadel Advisors
Florida
$10.4M +$10.6M +575,501 New
HPC
10
Hobart Private Capital
North Carolina
$6.89M +$1.27M +69,018 +22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.25M +$527K +28,691 +14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.47M +$3.53M +192,026 New
PAG
13
Private Advisor Group
New Jersey
$1.6M -$58.9K -3,208 -3%
NIWA
14
New Insight Wealth Advisors
California
$1.54M +$120K +6,554 +8%
BWM
15
BankPlus Wealth Management
Mississippi
$1.38M +$325K +17,690 +30%
Jane Street
16
Jane Street
New York
$1.37M +$1.39M +75,676 New
MFA
17
Millington Financial Advisors
Illinois
$1.26M +$28.6K +1,559 +2%
Raymond James Financial
18
Raymond James Financial
Florida
$1.07M +$226K +12,288 +26%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$961K +$331K +18,041 +51%
FFA
20
First Foundation Advisors
California
$947K +$18 +1 +0%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$784K -$25.8K -1,403 -3%
AWA
22
Acorn Wealth Advisors
Michigan
$780K -$31.2K -1,700 -4%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$612K -$132K -7,174 -17%
MCM
24
Mainstay Capital Management
Michigan
$595K +$93.4K +5,088 +18%
Osaic Holdings
25
Osaic Holdings
Arizona
$593K -$7.92K -431 -1%

DIAL Hedge Fund Activity: Q1 2026 in Review

53 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2026, worth a combined $289M — down 0.55% from $290M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIAL positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $10.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $13.8M sold.

  • 53 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2026, down from 54 in Q4 2025.
  • Funds reported $289M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2026, down 0.55% quarter-over-quarter.
  • 8 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2026 and 7 closed out, a net change of +1 holder.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2026 was Citadel Advisors, an estimated $10.6M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2026 was Goldman Sachs, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2026.