Columbia Diversified Fixed Income Allocation ETF
DIAL
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.
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: 54 → 55 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.61M |
| 3 |
CF
Convergence Financial
Columbia,
Missouri
|
+$5.75M |
| 4 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$5.56M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$1.97M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$749K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$669K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | – | – | – |
|
|
WA
52
WPG Advisers
Baltimore,
Maryland
| $3.34K | -$3.08K | -169 | -48% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $2.77K | – | – | – |
|
|
NSIM
54
North Star Investment Management
Chicago,
Illinois
| $1.16K | – | – | – |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $277 | +$274 | +15 | New |
|
|
RCAG
56
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$1.97M | -108,387 | Closed |
|
|
57
Citadel Advisors
Miami,
Florida
| – | -$1.05M | -57,785 | Closed |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$669K | -36,731 | Closed |
|
59
Stifel Financial
St. Louis,
Missouri
| – | -$252K | -13,835 | Closed |
|
|
AAS
60
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$63.5K | -3,489 | Closed |
|
|
TSMHT
61
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$15.7K | -865 | Closed |
|
|
PA
62
Parallel Advisors
San Francisco,
California
| – | -$10.9K | -600 | Closed |
|
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.