We are live on ! Find out more
DIAL icon

Columbia Diversified Fixed Income Allocation ETF

54 hedge funds and large institutions have $289M invested in Columbia Diversified Fixed Income Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
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
$461K
HSA
27
HBK Sorce Advisory
Pennsylvania
$432K
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$385K
NP
29
NorthRock Partners
Minnesota
$278K
WA
30
Waverly Advisors
Alabama
$267K
CIA
31
Concurrent Investment Advisors
Florida
$263K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$251K
OIA
33
OneDigital Investment Advisors
Kansas
$249K
WIM
34
WealthPlan Investment Management
Nebraska
$213K
JP Morgan Chase
35
JP Morgan Chase
New York
$204K
ASN
36
Advisory Services Network
Georgia
$202K
5W
37
5T Wealth
California
$198K
MDCM
38
Morgan Dempsey Capital Management
Wisconsin
$125K
WIM
39
Westside Investment Management
California
$72.3K
OCWP
40
Owl Creek Wealth Partners
Colorado
$64.4K
SC
41
SouthState Corp
Florida
$46.6K
SIM
42
Synergy Investment Management
Florida
$45.9K
BCM
43
Boreal Capital Management
Florida
$45.2K
SPIA
44
Steward Partners Investment Advisory
New York
$30.4K
SS
45
Sunbelt Securities
Texas
$21.1K
HI
46
Harbour Investments
Wisconsin
$19.2K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$16.6K
WWM
48
Western Wealth Management
Colorado
$16.4K
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$14K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$10.4K