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Columbia Diversified Fixed Income Allocation ETF
DIAL

53 hedge funds and large institutions have $226M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 53 → 53 (0)

2.09% less ownership

Funds ownership: 65.63% → 63.55% (-2.1%)

9% less capital invested

Capital invested by funds: $250M → $226M (-$23.6M)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
17
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.54M
2
Bank of America
Bank of America
North Carolina
+$1.69M
3
Jane Street
Jane Street
New York
+$1.64M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$288K
5
OMC
Old Mission Capital
Illinois
+$255K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$15.6M
2
PWM
Prentice Wealth Management
New York
-$9.34M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.77M
4
Morgan Stanley
Morgan Stanley
New York
-$2.51M
5
PVI
Pine Valley Investments
New Jersey
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$405K +$17.7K +997 +5%
PWM
27
Prentice Wealth Management
New York
$352K -$9.34M -526,495 -96%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$293K +$288K +16,236 +10,824%
CIA
29
Concurrent Investment Advisors
Florida
$292K -$6.65K -375 -2%
AWS
30
Atria Wealth Solutions
New York
$283K -$3.35K -189 -1%
NP
31
NorthRock Partners
Minnesota
$275K – – –
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$275K -$3.9K -220 -1%
OMC
33
Old Mission Capital
Illinois
$257K +$255K +14,385 New
Stifel Financial
34
Stifel Financial
Missouri
$247K +$8.27K +466 +3%
WA
35
Waverly Advisors
Alabama
$238K +$236K +13,312 New
JP Morgan Chase
36
JP Morgan Chase
New York
$235K -$3.77M -212,765 -94%
AIP
37
Alexis Investment Partners
Texas
$234K +$232K +13,100 New
WIM
38
WealthPlan Investment Management
Nebraska
$210K +$35 +2 +0%
HF
39
HRT Financial
New York
$208K +$206K +11,638 New
5W
40
5T Wealth
California
$189K +$188K +10,586 New
SC
41
SouthState Corp
Florida
$116K +$115K +6,493 New
MDCM
42
Morgan Dempsey Capital Management
Wisconsin
$108K +$57.1K +3,217 +114%
WIM
43
Westside Investment Management
California
$71.5K +$70.9K +4,000 New
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$44.4K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$31.9K – – –
HI
46
Harbour Investments
Wisconsin
$19K – – –
Comerica Bank
47
Comerica Bank
Texas
$16.4K – – –
TSMHT
48
Thurston Springer Miller Herd & Titak
Indiana
$15.5K +$3.44K +194 +29%
PS
49
Principal Securities
Iowa
$13.6K – – –
PA
50
Parallel Advisors
California
$10.7K – – –
1
2
3

DIAL Hedge Fund Activity: Q1 2025 in Review

53 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2025, worth a combined $226M — down 9.4% from $250M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DIAL positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.54M. The largest seller was Ameriprise, cutting an estimated $15.6M.

  • 53 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $226M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 7 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2025 was LPL Financial, an estimated $2.54M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2025 was Ameriprise, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2025.