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Columbia Diversified Fixed Income Allocation ETF

54 hedge funds and large institutions have $241M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

7% more capital invested

Capital invested by funds: $226M → $241M (+$15.3M)

2.08% more ownership

Funds ownership: 63.55%65.63% (+2.1%)

2% more funds holding

Funds holding: 5354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
20
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
26
New Insight Wealth Advisors
California
$527K -$164K -9,203 -24%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$436K +$23.2K +1,300 +6%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$289K +$8.74K +490 +3%
NP
29
NorthRock Partners
Minnesota
$280K
CIA
30
Concurrent Investment Advisors
Florida
$277K -$20.3K -1,140 -7%
AWS
31
Atria Wealth Solutions
New York
$276K -$11.7K -655 -4%
Stifel Financial
32
Stifel Financial
Missouri
$252K +$500 +28 +0.2%
WA
33
Waverly Advisors
Alabama
$215K -$26.8K -1,500 -11%
WIM
34
WealthPlan Investment Management
Nebraska
$214K +$18 +1 +0%
AIP
35
Alexis Investment Partners
Texas
$211K -$26.8K -1,500 -11%
JP Morgan Chase
36
JP Morgan Chase
New York
$196K -$42.6K -2,389 -18%
MDCM
37
Morgan Dempsey Capital Management
Wisconsin
$125K +$15K +842 +14%
GRP
38
Global Retirement Partners
California
$105K +$103K +5,748 New
SC
39
SouthState Corp
Florida
$83.3K -$34.3K -1,921 -30%
WIM
40
Westside Investment Management
California
$72.8K
AAS
41
Ameritas Advisory Services
Nebraska
$63.5K +$62.3K +3,489 New
BCM
42
Boreal Capital Management
Florida
$45.5K +$44.6K +2,500 New
SPIA
43
Steward Partners Investment Advisory
New York
$32.5K
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$32.4K -$13.4K -752 -30%
ZBNA
45
Zions Bancorporation, National Association
Utah
$27.7K +$27.1K +1,521 New
HI
46
Harbour Investments
Wisconsin
$19.4K
Comerica Bank
47
Comerica Bank
Texas
$16.7K
TSMHT
48
Thurston Springer Miller Herd & Titak
Indiana
$15.7K
PS
49
Principal Securities
Iowa
$14.2K
PA
50
Parallel Advisors
California
$10.9K

DIAL Hedge Fund Activity: Q2 2025 in Review

54 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q2 2025, worth a combined $241M — up 6.8% from $226M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DIAL positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.6M. The largest seller was Ameriprise, cutting an estimated $2.34M.

  • 54 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q2 2025, up from 53 in Q1 2025.
  • Funds reported $241M of Columbia Diversified Fixed Income Allocation ETF stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 6 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q2 2025 was Wells Fargo, an estimated $13.6M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q2 2025 was Ameriprise, an estimated $2.34M sold.

Based on aggregated 13F filings for Q2 2025.