Columbia Diversified Fixed Income Allocation ETF
DIAL
54 hedge funds and large institutions have $290M invested in Columbia Diversified Fixed Income Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.
6% more capital invested
Capital invested by funds: $273M → $290M (+$17.2M)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
1.33% less ownership
Funds ownership: 69.48% → 68.16% (-1.3%)
2% less funds holding
Funds holding: 55 → 54 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$17.3M |
| 2 |
Goldman Sachs
New York
|
+$13.8M |
| 3 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$2.43M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.34M |
| 5 |
NIWA
New Insight Wealth Advisors
San Ramon,
California
|
+$884K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$18.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$369K |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
-$217K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$208K |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $2.75K | – | – | – |
|
|
TSMHT
52
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $2.18K | +$2.19K | +119 | New |
|
|
WA
53
WPG Advisers
Baltimore,
Maryland
| $1.54K | -$1.79K | -97 | -54% |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $275 | – | – | – |
|
|
SWP
55
Strategic Wealth Partners
Independence,
Ohio
| $1 | -$198K | -10,772 | Closed |
|
|
CL
56
Choreo LLC
Rockford,
Illinois
| – | -$217K | -11,772 | Closed |
|
57
Jane Street
New York
| – | -$189K | -10,252 | Closed |
|
|
AIP
58
Alexis Investment Partners
Montgomery,
Texas
| – | -$153K | -8,300 | Closed |
|
|
ZBNA
59
Zions Bancorporation, National Association
Salt Lake City,
Utah
| – | -$28.1K | -1,521 | Closed |
|
|
PS
60
Principal Securities
Des Moines,
Iowa
| – | -$14.4K | -778 | Closed |
|
|
NSIM
61
North Star Investment Management
Chicago,
Illinois
| – | -$1.16K | -63 | Closed |
|
DIAL Hedge Fund Activity: Q4 2025 in Review
54 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q4 2025, worth a combined $290M — up 6.3% from $273M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DIAL and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 18 added.
The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Wells Fargo, cutting an estimated $18.9M.
- 54 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q4 2025, down from 55 in Q3 2025.
- Funds reported $290M of Columbia Diversified Fixed Income Allocation ETF stock for Q4 2025, up 6.3% quarter-over-quarter.
- 6 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q4 2025 and 7 closed out, a net change of -1 holder.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q4 2025 was LPL Financial, an estimated $17.3M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q4 2025 was Wells Fargo, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2025.