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DoubleLine Opportunistic Bond ETF

100 hedge funds and large institutions have $648M invested in DoubleLine Opportunistic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

19% more capital invested

Capital invested by funds: $546M → $648M (+$102M)

11% more funds holding

Funds holding: 90100 (+10)

1.91% more ownership

Funds ownership: 89%90.92% (+1.9%)

Holders
100
Holders Change
+10
Holders Change %
+11.11%
% of All Funds
1.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
18
Increased
46
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waddell & Associates
Tennessee
$7.43M -$112K -2,412 -1%
JCA
27
January Capital Advisors
California
$7M +$7.08M +152,716 New
CSP
28
Cary Street Partners
Virginia
$6.5M -$108K -2,339 -2%
EW
29
Elyxium Wealth
California
$6.2M +$873K +18,836 +16%
OC
30
Optima Capital
Oregon
$5.84M +$344K +7,414 +6%
PPWP
31
Premier Path Wealth Partners
New Jersey
$5.21M -$936K -20,209 -15%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.72M -$27.2K -588 -0.6%
MYIA
33
Mount Yale Investment Advisors
Colorado
$4.26M +$514K +11,094 +14%
BWA
34
BlueChip Wealth Advisors
Georgia
$3.88M +$574K +12,392 +17%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$3.86M +$107K +2,312 +3%
Corient Private Wealth
36
Corient Private Wealth
Florida
$3.8M -$4.14M -89,323 -52%
AWM
37
Austin Wealth Management
Texas
$3.23M -$631K -13,625 -16%
LPL Financial
38
LPL Financial
California
$2.92M +$1.57M +33,965 +114%
CWG
39
Cornerstone Wealth Group
North Carolina
$2.5M +$305K +6,589 +14%
SWM
40
SilverOak Wealth Management
Minnesota
$2.27M +$724K +15,619 +46%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.87M -$50.3K -1,085 -3%
Goldman Sachs
42
Goldman Sachs
New York
$1.64M +$659K +14,227 +66%
LSA
43
L & S Advisors
California
$1.46M
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.44M +$313K +6,761 +27%
CWM
45
Centurion Wealth Management
Virginia
$1.35M +$46.3K +1,000 +4%
PAG
46
Private Advisor Group
New Jersey
$1.35M -$2.78K -60 -0.2%
Citadel Advisors
47
Citadel Advisors
Florida
$1.34M +$1.36M +29,345 New
SAM
48
Smartleaf Asset Management
Massachusetts
$1.34M +$278 +6 +0%
BFA
49
Beaumont Financial Advisors
Massachusetts
$1.26M +$51.1K +1,102 +4%
BCM
50
Beaumont Capital Management
Massachusetts
$1.2M -$1.11K -24 -0.1%