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Columbia Diversified Fixed Income Allocation ETF
DIAL

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: 54 → 53 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$10.6M
2
CF
Convergence Financial
Missouri
+$6.28M
3
Bank of America
Bank of America
North Carolina
+$5.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.53M
5
Wells Fargo
Wells Fargo
California
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$13.8M
2
PVI
Pine Valley Investments
New Jersey
-$11.5M
3
Ameriprise
Ameriprise
Minnesota
-$7.16M
4
Morgan Stanley
Morgan Stanley
New York
-$595K
5
CWM
Collaborative Wealth Management
Florida
-$563K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$461K +$62.7K +3,416 +15%
HSA
27
HBK Sorce Advisory
Pennsylvania
$432K – – –
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$385K +$64.3K +3,500 +20%
NP
29
NorthRock Partners
Minnesota
$278K – – –
WA
30
Waverly Advisors
Alabama
$267K -$19.3K -1,050 -7%
CIA
31
Concurrent Investment Advisors
Florida
$263K +$13.8K +750 +5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$251K +$2.94K +160 +1%
OIA
33
OneDigital Investment Advisors
Kansas
$249K +$184 +10 +0.1%
WIM
34
WealthPlan Investment Management
Nebraska
$213K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$204K +$14.5K +788 +7%
ASN
36
Advisory Services Network
Georgia
$202K +$19.9K +1,085 +11%
5W
37
5T Wealth
California
$198K -$624 -34 -0.3%
MDCM
38
Morgan Dempsey Capital Management
Wisconsin
$125K – – –
WIM
39
Westside Investment Management
California
$72.3K – – –
OCWP
40
Owl Creek Wealth Partners
Colorado
$64.4K +$65.4K +3,562 New
SC
41
SouthState Corp
Florida
$46.6K – – –
SIM
42
Synergy Investment Management
Florida
$45.9K +$46.6K +2,538 New
BCM
43
Boreal Capital Management
Florida
$45.2K -$45.9K -2,500 Closed
SPIA
44
Steward Partners Investment Advisory
New York
$30.4K – – –
SS
45
Sunbelt Securities
Texas
$21.1K +$92 +5 +0.4%
HI
46
Harbour Investments
Wisconsin
$19.2K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$16.6K +$16.8K +916 New
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$14K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$10.4K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$9.8K +$9.95K +542 New
1
2
3

DIAL Hedge Fund Activity: Q1 2026 in Review

53 of the 8,127 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.