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Columbia Diversified Fixed Income Allocation ETF

55 hedge funds and large institutions have $273M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
55
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
NP
26
NorthRock Partners
Minnesota
$284K
CIA
27
Concurrent Investment Advisors
Florida
$270K
OIA
28
OneDigital Investment Advisors
Kansas
$262K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$256K
MCM
30
Mainstay Capital Management
Michigan
$219K
CL
31
Choreo LLC
Illinois
$217K
WIM
32
WealthPlan Investment Management
Nebraska
$217K
SWP
33
Strategic Wealth Partners
Ohio
$199K
JP Morgan Chase
34
JP Morgan Chase
New York
$195K
WA
35
Waverly Advisors
Alabama
$192K
Jane Street
36
Jane Street
New York
$189K
AIP
37
Alexis Investment Partners
Texas
$153K
ASN
38
Advisory Services Network
Georgia
$144K
MDCM
39
Morgan Dempsey Capital Management
Wisconsin
$127K
GRP
40
Global Retirement Partners
California
$106K
WIM
41
Westside Investment Management
California
$73.8K
SC
42
SouthState Corp
Florida
$60.8K
BCM
43
Boreal Capital Management
Florida
$46.1K
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$34.8K
SPIA
45
Steward Partners Investment Advisory
New York
$32.9K
ZBNA
46
Zions Bancorporation, National Association
Utah
$28.1K
SS
47
Sunbelt Securities
Texas
$25.7K
HI
48
Harbour Investments
Wisconsin
$19.6K
Comerica Bank
49
Comerica Bank
Texas
$16.9K
PS
50
Principal Securities
Iowa
$14.4K