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Columbia Diversified Fixed Income Allocation ETF

52 hedge funds and large institutions have $219M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$436K 23,926 +1,300 +6%
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$289K 15,880 +490 +3%
NP
28
NorthRock Partners
Minnesota
$280K 15,400
CIA
29
Concurrent Investment Advisors
Florida
$277K 15,186 -1,140 -7%
AWS
30
Atria Wealth Solutions
New York
$276K 15,170 -655 -4%
Stifel Financial
31
Stifel Financial
Missouri
$252K 13,835 +28 +0.2%
WA
32
Waverly Advisors
Alabama
$215K 11,812 -1,500 -11%
WIM
33
WealthPlan Investment Management
Nebraska
$214K 11,756 +1 +0%
AIP
34
Alexis Investment Partners
Texas
$211K 11,600 -1,500 -11%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$196K 10,742 -2,389 -18%
MDCM
36
Morgan Dempsey Capital Management
Wisconsin
$125K 6,888 +842 +14%
GRP
37
Global Retirement Partners
California
$105K 5,748 +5,748 New
SC
38
SouthState Corp
Florida
$83.3K 4,572 -1,921 -30%
WIM
39
Westside Investment Management
California
$72.8K 4,000
AAS
40
Ameritas Advisory Services
Nebraska
$63.5K 3,489 +3,489 New
BCM
41
Boreal Capital Management
Florida
$45.5K 2,500 +2,500 New
SPIA
42
Steward Partners Investment Advisory
New York
$32.5K 1,785
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$32.4K 1,781 -752 -30%
ZBNA
44
Zions Bancorporation, National Association
Utah
$27.7K 1,521 +1,521 New
HI
45
Harbour Investments
Wisconsin
$19.4K 1,063
Comerica Bank
46
Comerica Bank
Texas
$16.7K 916
TSMHT
47
Thurston Springer Miller Herd & Titak
Indiana
$15.7K 865
PS
48
Principal Securities
Iowa
$14.2K 778
PA
49
Parallel Advisors
California
$10.9K 600
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$10K 573