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Columbia Diversified Fixed Income Allocation ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
20
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$106M -$2.34M -131,080 -2%
PVI
2
Pine Valley Investments
New Jersey
$22.7M +$44.1K +2,471 +0.2%
Wells Fargo
3
Wells Fargo
California
$22.1M +$13.6M +763,727 +169%
LPL Financial
4
LPL Financial
California
$21.2M +$1.87M +104,518 +10%
Bank of America
5
Bank of America
North Carolina
$16.8M -$416K -23,309 -2%
Morgan Stanley
6
Morgan Stanley
New York
$16.7M +$46.2K +2,588 +0.3%
UBS Group
7
UBS Group
Switzerland
$11M +$135K +7,560 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.18M +$46.7K +2,615 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.99M +$1.77K +99 +0.1%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$1.97M +$22.4K +1,255 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.54M +$51.9K +2,907 +4%
MFA
12
Millington Financial Advisors
Illinois
$1.28M +$167K +9,361 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.21M -$134K -7,483 -10%
FFA
14
First Foundation Advisors
California
$1.09M +$323K +18,102 +43%
AWA
15
Acorn Wealth Advisors
Michigan
$1.06M -$2.32K -130 -0.2%
Citadel Advisors
16
Citadel Advisors
Florida
$1.05M +$42.4K +2,377 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$967K -$79.5K -4,455 -8%
BWM
18
BankPlus Wealth Management
Mississippi
$901K +$191K +10,725 +28%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$835K +$3.78K +212 +0.5%
Raymond James Financial
20
Raymond James Financial
Florida
$833K +$18.9K +1,060 +2%
OIA
21
OneDigital Investment Advisors
Kansas
$671K -$59.5K -3,335 -8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$669K +$655K +36,731 New
HSA
23
HBK Sorce Advisory
Pennsylvania
$655K
Jane Street
24
Jane Street
New York
$653K -$1.75M -97,849 -73%
CWM
25
Collaborative Wealth Management
Florida
$622K -$208K -11,650 -25%

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.