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Columbia Diversified Fixed Income Allocation ETF

53 hedge funds and large institutions have $274M invested in Columbia Diversified Fixed Income Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 9 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
HSA
26
HBK Sorce Advisory
Pennsylvania
$432K
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$385K
NP
28
NorthRock Partners
Minnesota
$278K
WA
29
Waverly Advisors
Alabama
$267K
CIA
30
Concurrent Investment Advisors
Florida
$263K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$251K
OIA
32
OneDigital Investment Advisors
Kansas
$249K
WIM
33
WealthPlan Investment Management
Nebraska
$213K
JP Morgan Chase
34
JP Morgan Chase
New York
$204K
ASN
35
Advisory Services Network
Georgia
$202K
5W
36
5T Wealth
California
$198K
MDCM
37
Morgan Dempsey Capital Management
Wisconsin
$125K
WIM
38
Westside Investment Management
California
$72.3K
OCWP
39
Owl Creek Wealth Partners
Colorado
$64.4K
SC
40
SouthState Corp
Florida
$46.6K
SIM
41
Synergy Investment Management
Florida
$45.9K
BCM
42
Boreal Capital Management
Florida
$45.2K
SPIA
43
Steward Partners Investment Advisory
New York
$30.4K
SS
44
Sunbelt Securities
Texas
$21.1K
HI
45
Harbour Investments
Wisconsin
$19.2K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$16.6K
WWM
47
Western Wealth Management
Colorado
$16.4K
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