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Columbia Diversified Fixed Income Allocation ETF

52 hedge funds and large institutions have $204M 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, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
17
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$106M -$15.8M -882,041 -13%
LPL Financial
2
LPL Financial
California
$18.9M +$2.56M +143,406 +16%
Bank of America
3
Bank of America
North Carolina
$17M +$1.7M +95,259 +11%
Morgan Stanley
4
Morgan Stanley
New York
$16.3M -$2.53M -141,411 -13%
UBS Group
5
UBS Group
Switzerland
$10.7M -$57K -3,189 -0.5%
Wells Fargo
6
Wells Fargo
California
$8.07M -$613K -34,265 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.08M +$54.1K +3,023 +2%
Jane Street
8
Jane Street
New York
$2.39M +$1.65M +92,531 +225%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.95M +$28.5K +1,594 +1%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$1.92M +$107K +5,973 +6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.46M +$182K +10,163 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.33M +$5.63K +315 +0.4%
MFA
13
Millington Financial Advisors
Illinois
$1.07M +$35.5K +2,029 +3%
AWA
14
Acorn Wealth Advisors
Michigan
$1.04M -$137K -7,673 -12%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.03M -$425K -23,744 -29%
Citadel Advisors
16
Citadel Advisors
Florida
$991K -$561K -31,371 -36%
CWM
17
Collaborative Wealth Management
Florida
$819K -$54.6K -3,052 -6%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$816K -$95.4K -5,336 -10%
Raymond James Financial
19
Raymond James Financial
Florida
$799K +$114K +6,355 +17%
FFA
20
First Foundation Advisors
California
$745K -$54K -3,021 -7%
OIA
21
OneDigital Investment Advisors
Kansas
$718K -$101K -5,647 -12%
BWM
22
BankPlus Wealth Management
Mississippi
$693K +$168K +9,370 +32%
NIWA
23
New Insight Wealth Advisors
California
$682K -$261K -14,601 -28%
HSA
24
HBK Sorce Advisory
Pennsylvania
$643K -$250K -13,986 -28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$405K +$17.8K +997 +5%