Columbia Diversified Fixed Income Allocation ETF
DIAL
53 hedge funds and large institutions have $226M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 53 → 53 (0)
2.09% less ownership
Funds ownership: 65.63% → 63.55% (-2.1%)
9% less capital invested
Capital invested by funds: $250M → $226M (-$23.6M)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.54M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.69M |
| 3 |
Jane Street
New York
|
+$1.64M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$288K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.6M |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$9.34M |
| 3 |
JP Morgan Chase
New York
|
-$3.77M |
| 4 |
Morgan Stanley
New York
|
-$2.51M |
| 5 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
-$681K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
|
WA
52
WPG Advisers
Baltimore,
Maryland
| $6.26K | – | – | – |
|
|
PA
53
PSI Advisors
Tampa,
Florida
| $751 | – | – | – |
|
|
KWM
54
Kaydan Wealth Management
Fenton,
Michigan
| – | -$593K | -33,825 | Closed |
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$408K | -23,299 | Closed |
|
|
AIA
56
Accelerate Investment Advisors
Aliso Viejo,
California
| – | -$396K | -22,563 | Closed |
|
|
LA
57
Lifeworks Advisors
Grand Rapids,
Michigan
| – | -$206K | -11,724 | Closed |
|
58
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$195K | -11,135 | Closed |
|
|
CFGS
59
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$94K | -5,329 | Closed |
|
DIAL Hedge Fund Activity: Q1 2025 in Review
53 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2025, worth a combined $226M — down 9.4% from $250M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DIAL positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.54M. The largest seller was Ameriprise, cutting an estimated $15.6M.
- 53 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $226M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
- 7 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2025 was LPL Financial, an estimated $2.54M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2025 was Ameriprise, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2025.