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Columbia Diversified Fixed Income Allocation ETF

53 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 6 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
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
$436K
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$289K
NP
28
NorthRock Partners
Minnesota
$280K
CIA
29
Concurrent Investment Advisors
Florida
$277K
AWS
30
Atria Wealth Solutions
New York
$276K
Stifel Financial
31
Stifel Financial
Missouri
$252K
WA
32
Waverly Advisors
Alabama
$215K
WIM
33
WealthPlan Investment Management
Nebraska
$214K
AIP
34
Alexis Investment Partners
Texas
$211K
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$196K
MDCM
36
Morgan Dempsey Capital Management
Wisconsin
$125K
GRP
37
Global Retirement Partners
California
$105K
SC
38
SouthState Corp
Florida
$83.3K
WIM
39
Westside Investment Management
California
$72.8K
AAS
40
Ameritas Advisory Services
Nebraska
$63.5K
BCM
41
Boreal Capital Management
Florida
$45.5K
SPIA
42
Steward Partners Investment Advisory
New York
$32.5K
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$32.4K
ZBNA
44
Zions Bancorporation, National Association
Utah
$27.7K
HI
45
Harbour Investments
Wisconsin
$19.4K
Comerica Bank
46
Comerica Bank
Texas
$16.7K
TSMHT
47
Thurston Springer Miller Herd & Titak
Indiana
$15.7K
PS
48
Principal Securities
Iowa
$14.2K
PA
49
Parallel Advisors
California
$10.9K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$10K