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Columbia Diversified Fixed Income Allocation ETF

53 hedge funds and large institutions have $249M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Concurrent Investment Advisors
Florida
$270K
OIA
27
OneDigital Investment Advisors
Kansas
$262K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$256K
MCM
29
Mainstay Capital Management
Michigan
$219K
CL
30
Choreo LLC
Illinois
$217K
WIM
31
WealthPlan Investment Management
Nebraska
$217K
SWP
32
Strategic Wealth Partners
Ohio
$199K
JP Morgan Chase
33
JP Morgan Chase
New York
$195K
WA
34
Waverly Advisors
Alabama
$192K
Jane Street
35
Jane Street
New York
$189K
AIP
36
Alexis Investment Partners
Texas
$153K
ASN
37
Advisory Services Network
Georgia
$144K
MDCM
38
Morgan Dempsey Capital Management
Wisconsin
$127K
GRP
39
Global Retirement Partners
California
$106K
WIM
40
Westside Investment Management
California
$73.8K
SC
41
SouthState Corp
Florida
$60.8K
GJIA
42
Glass Jacobson Investment Advisors
Maryland
$34.8K
SPIA
43
Steward Partners Investment Advisory
New York
$32.9K
ZBNA
44
Zions Bancorporation, National Association
Utah
$28.1K
SS
45
Sunbelt Securities
Texas
$25.7K
HI
46
Harbour Investments
Wisconsin
$19.6K
Comerica Bank
47
Comerica Bank
Texas
$16.9K
PS
48
Principal Securities
Iowa
$14.4K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$11K
WA
50
WPG Advisers
Maryland
$3.34K