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Columbia Diversified Fixed Income Allocation ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5554 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$122M +$407K +22,126 +0.3%
LPL Financial
2
LPL Financial
California
$40.1M +$17.3M +939,843 +76%
PVI
3
Pine Valley Investments
New Jersey
$26.6M +$2.43M +131,946 +10%
Bank of America
4
Bank of America
North Carolina
$16.9M +$472K +25,619 +3%
Morgan Stanley
5
Morgan Stanley
New York
$16.9M +$418K +22,700 +3%
Goldman Sachs
6
Goldman Sachs
New York
$13.8M +$13.8M +749,943 New
Wells Fargo
7
Wells Fargo
California
$11.1M -$18.9M -1,027,168 -63%
UBS Group
8
UBS Group
Switzerland
$11M -$126K -6,845 -1%
CF
9
Convergence Financial
Missouri
$5.99M +$208K +11,294 +4%
HPC
10
Hobart Private Capital
North Carolina
$5.73M +$138K +7,493 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.79M +$695K +37,726 +22%
PAG
12
Private Advisor Group
New Jersey
$1.69M +$1.34M +72,626 +378%
NIWA
13
New Insight Wealth Advisors
California
$1.44M +$884K +47,987 +157%
MFA
14
Millington Financial Advisors
Illinois
$1.24M -$124K -6,753 -9%
BWM
15
BankPlus Wealth Management
Mississippi
$1.07M +$132K +7,186 +14%
FFA
16
First Foundation Advisors
California
$962K -$74.5K -4,044 -7%
Raymond James Financial
17
Raymond James Financial
Florida
$858K +$59.6K +3,237 +7%
AWA
18
Acorn Wealth Advisors
Michigan
$823K -$123K -6,659 -13%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$822K -$208K -11,281 -20%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$750K -$21.2K -1,151 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$645K +$177K +9,611 +38%
Osaic Holdings
22
Osaic Holdings
Arizona
$610K -$369K -20,060 -38%
CWM
23
Collaborative Wealth Management
Florida
$563K -$31.1K -1,689 -5%
MCM
24
Mainstay Capital Management
Michigan
$511K +$294K +15,975 +135%
HSA
25
HBK Sorce Advisory
Pennsylvania
$437K -$196K -10,671 -31%

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.