Columbia Diversified Fixed Income Allocation ETF
DIAL
54 hedge funds and large institutions have $241M 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, 17 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
7% more capital invested
Capital invested by funds: $226M → $241M (+$15.3M)
2.08% more ownership
Funds ownership: 63.55% → 65.63% (+2.1%)
2% more funds holding
Funds holding: 53 → 54 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$13.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.87M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$655K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$323K |
| 5 |
BWM
BankPlus Wealth Management
Jackson,
Mississippi
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.34M |
| 2 |
Jane Street
New York
|
-$1.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$416K |
| 4 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$352K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
|
WA
52
WPG Advisers
Baltimore,
Maryland
| $6.37K | – | – | – |
|
|
53
Fidelity Investments
Boston,
Massachusetts
| $2.73K | -$290K | -16,236 | -99% |
|
|
NSIM
54
North Star Investment Management
Chicago,
Illinois
| $1.15K | +$1.12K | +63 | New |
|
|
PWM
55
Prentice Wealth Management
Rochester,
New York
| – | -$352K | -19,695 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$257K | -14,385 | Closed |
|
|
HF
57
HRT Financial
New York
| – | -$208K | -11,638 | Closed |
|
|
5W
58
5T Wealth
Napa,
California
| – | -$189K | -10,586 | Closed |
|
|
PA
59
PSI Advisors
Tampa,
Florida
| – | -$751 | -42 | Closed |
|
DIAL Hedge Fund Activity: Q2 2025 in Review
54 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q2 2025, worth a combined $241M — up 6.8% from $226M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DIAL positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $13.6M. The largest seller was Ameriprise, cutting an estimated $2.34M.
- 54 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q2 2025, up from 53 in Q1 2025.
- Funds reported $241M of Columbia Diversified Fixed Income Allocation ETF stock for Q2 2025, up 6.8% quarter-over-quarter.
- 6 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q2 2025 was Wells Fargo, an estimated $13.6M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q2 2025 was Ameriprise, an estimated $2.34M sold.
Based on aggregated 13F filings for Q2 2025.