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Columbia Diversified Fixed Income Allocation ETF

52 hedge funds and large institutions have $204M 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, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
17
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
26
Prentice Wealth Management
New York
$352K -$9.41M -526,495 -96%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$293K +$290K +16,236 +10,824%
CIA
28
Concurrent Investment Advisors
Florida
$292K -$6.71K -375 -2%
AWS
29
Atria Wealth Solutions
New York
$283K -$3.38K -189 -1%
NP
30
NorthRock Partners
Minnesota
$275K
WCFA
31
Walkner Condon Financial Advisors
Wisconsin
$275K -$3.93K -220 -1%
OMC
32
Old Mission Capital
Illinois
$257K +$257K +14,385 New
Stifel Financial
33
Stifel Financial
Missouri
$247K +$8.33K +466 +3%
WA
34
Waverly Advisors
Alabama
$238K +$238K +13,312 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$235K -$3.8M -212,765 -94%
AIP
36
Alexis Investment Partners
Texas
$234K +$234K +13,100 New
WIM
37
WealthPlan Investment Management
Nebraska
$210K +$36 +2 +0%
HF
38
HRT Financial
New York
$208K +$208K +11,638 New
5W
39
5T Wealth
California
$189K +$189K +10,586 New
SC
40
SouthState Corp
Florida
$116K +$116K +6,493 New
MDCM
41
Morgan Dempsey Capital Management
Wisconsin
$108K +$57.5K +3,217 +114%
WIM
42
Westside Investment Management
California
$71.5K +$71.5K +4,000 New
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$44.4K
SPIA
44
Steward Partners Investment Advisory
New York
$31.9K
HI
45
Harbour Investments
Wisconsin
$19K
Comerica Bank
46
Comerica Bank
Texas
$16.4K
TSMHT
47
Thurston Springer Miller Herd & Titak
Indiana
$15.5K +$3.47K +194 +29%
PS
48
Principal Securities
Iowa
$13.6K
PA
49
Parallel Advisors
California
$10.7K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$10K