Columbia Diversified Fixed Income Allocation ETF (DIAL)

• Market cap: $385M
• 1 day: 0.46%
• 5 days: -0.95%
• 1 month: -0.73%
• 3 months: -4.49%
• 6 months: -0.39%
• Year to date: -1.40%
• 1 year: -2.00%
• 5 years: -15.22%
• 10 years: -12.01%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

3% more capital invested

Capital invested by funds: $251M [Q2] → $259M (+$8.27M) [Q3]

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

3.98% less ownership

Funds ownership: 69.32% [Q2] → 65.34% (-3.98%) [Q3]

7% less funds holding

Funds holding: 60 [Q2] → 56 (-4) [Q3]

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8