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Columbia Diversified Fixed Income Allocation ETF

54 hedge funds and large institutions have $290M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$405K
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$326K
MML Investors Services
28
MML Investors Services
Massachusetts
$298K
WA
29
Waverly Advisors
Alabama
$290K
NP
30
NorthRock Partners
Minnesota
$283K
CIA
31
Concurrent Investment Advisors
Florida
$253K
OIA
32
OneDigital Investment Advisors
Kansas
$253K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$251K
WIM
34
WealthPlan Investment Management
Nebraska
$216K
5W
35
5T Wealth
California
$202K
JP Morgan Chase
36
JP Morgan Chase
New York
$194K
ASN
37
Advisory Services Network
Georgia
$185K
CPG
38
Cornerstone Planning Group
New Jersey
$159K
KAS
39
Kestra Advisory Services
Texas
$152K
MDCM
40
Morgan Dempsey Capital Management
Wisconsin
$126K
GRP
41
Global Retirement Partners
California
$106K
WIM
42
Westside Investment Management
California
$73.4K
SC
43
SouthState Corp
Florida
$47.3K
BCM
44
Boreal Capital Management
Florida
$45.9K
SPIA
45
Steward Partners Investment Advisory
New York
$30.9K
SS
46
Sunbelt Securities
Texas
$21.4K
HI
47
Harbour Investments
Wisconsin
$19.5K
Comerica Bank
48
Comerica Bank
Texas
$16.8K
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$14.2K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$11K