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Columbia Diversified Fixed Income Allocation ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5455 (+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: 10 (-1)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
12
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$122M +$14.7M +805,152 +14%
Wells Fargo
2
Wells Fargo
California
$30.1M +$7.61M +417,208 +34%
PVI
3
Pine Valley Investments
New Jersey
$24.3M +$1.3M +71,120 +6%
LPL Financial
4
LPL Financial
California
$22.9M +$1.49M +81,881 +7%
Morgan Stanley
5
Morgan Stanley
New York
$16.6M -$330K -18,110 -2%
Bank of America
6
Bank of America
North Carolina
$16.6M -$495K -27,157 -3%
UBS Group
7
UBS Group
Switzerland
$11.2M +$83.3K +4,569 +0.8%
CF
8
Convergence Financial
Missouri
$5.82M +$5.75M +315,253 New
HPC
9
Hobart Private Capital
North Carolina
$5.62M +$5.56M +304,616 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.11M -$108K -5,912 -3%
MFA
11
Millington Financial Advisors
Illinois
$1.36M +$60.9K +3,341 +5%
FFA
12
First Foundation Advisors
California
$1.04M -$60.1K -3,293 -6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.03M -$525K -28,757 -34%
Osaic Holdings
14
Osaic Holdings
Arizona
$976K +$3.06K +168 +0.3%
AWA
15
Acorn Wealth Advisors
Michigan
$950K -$123K -6,753 -12%
BWM
16
BankPlus Wealth Management
Mississippi
$945K +$31.4K +1,722 +3%
Raymond James Financial
17
Raymond James Financial
Florida
$802K -$41.3K -2,266 -5%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$778K -$67.6K -3,705 -8%
HSA
19
HBK Sorce Advisory
Pennsylvania
$634K -$29.1K -1,597 -4%
CWM
20
Collaborative Wealth Management
Florida
$597K -$33.3K -1,824 -5%
NIWA
21
New Insight Wealth Advisors
California
$563K +$28.6K +1,568 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$471K -$749K -41,093 -62%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$445K +$3.92K +215 +0.9%
PAG
24
Private Advisor Group
New Jersey
$354K +$350K +19,194 New
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$310K +$16.6K +910 +6%

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.