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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

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $241M → $273M (+$31.6M)

3.85% more ownership

Funds ownership: 65.63%69.48% (+3.9%)

2% more funds holding

Funds holding: 5455 (+1)

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
+1
Holders Change %
+1.85%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
12
Reduced
20
Closed
7
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 -$9.7K -532 -4%
OIA
28
OneDigital Investment Advisors
Kansas
$262K -$413K -22,624 -61%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$256K -$1.74M -95,538 -87%
MCM
30
Mainstay Capital Management
Michigan
$219K +$216K +11,846 New
CL
31
Choreo LLC
Illinois
$217K +$215K +11,772 New
WIM
32
WealthPlan Investment Management
Nebraska
$217K
SWP
33
Strategic Wealth Partners
Ohio
$199K +$196K +10,772 New
JP Morgan Chase
34
JP Morgan Chase
New York
$195K -$3.52K -193 -2%
WA
35
Waverly Advisors
Alabama
$192K -$25.5K -1,400 -12%
Jane Street
36
Jane Street
New York
$189K -$467K -25,596 -71%
AIP
37
Alexis Investment Partners
Texas
$153K -$60.2K -3,300 -28%
ASN
38
Advisory Services Network
Georgia
$144K +$143K +7,830 New
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 -$23.3K -1,279 -28%
BCM
43
Boreal Capital Management
Florida
$46.1K
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$34.8K +$1.92K +105 +6%
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 +$25.4K +1,394 New
HI
48
Harbour Investments
Wisconsin
$19.6K
Comerica Bank
49
Comerica Bank
Texas
$16.9K
PS
50
Principal Securities
Iowa
$14.4K

DIAL Hedge Fund Activity: Q3 2025 in Review

55 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q3 2025, worth a combined $273M — up 13% from $241M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIAL positions and 7 closed out — a net gain of 2 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, adding an estimated $14.7M. The largest seller was Rehmann Capital Advisory Group, exiting entirely with an estimated $1.97M sold.

  • 55 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q3 2025, up from 54 in Q2 2025.
  • Funds reported $273M of Columbia Diversified Fixed Income Allocation ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 9 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q3 2025 and 7 closed out, a net change of +2 holders.
  • The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q3 2025 was Ameriprise, an estimated $14.7M added.
  • The largest Columbia Diversified Fixed Income Allocation ETF seller in Q3 2025 was Rehmann Capital Advisory Group, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2025.