Columbia Diversified Fixed Income Allocation ETF (DIAL)

• Market cap: $342M
• 1 day: 0.06%
• 5 days: 1.55%
• 1 month: -0.67%
• 3 months: 0.63%
• 6 months: -2.48%
• Year to date: 0.85%
• 1 year: 2.49%
• 5 years: -13.87%
• 10 years: -11.81%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0.27% more ownership

Funds ownership: 65.34% [Q3] → 65.61% (+0.27%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

4% less capital invested

Capital invested by funds: $259M [Q3] → $250M (-$9.34M) [Q4]

7% less funds holding

Funds holding: 56 [Q3] → 52 (-4) [Q4]

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9