DoubleLine Opportunistic Bond ETF
DBND
22 hedge funds and large institutions have $42M invested in DoubleLine Opportunistic Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
100% more funds holding
Funds holding: 11 → 22 (+11)
1% less capital invested
Capital invested by funds: $42.2M → $42M (-$215K)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
4,667.47% less ownership
Funds ownership: 4,757.98% → 90.5% (-4,667%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
+$7.69M |
| 2 |
WC
Whitney & Co
Rochester,
New York
|
+$5.65M |
| 3 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
+$1.98M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$1.8M |
| 5 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.11M |
| 2 |
Barclays
London,
United Kingdom
|
-$9.09M |
| 3 |
JP Morgan Chase
New York
|
-$6.14M |
| 4 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$616K |
| 5 |
Bank of New York Mellon
New York
|
-$365K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$79K | -1,736 | Closed |
|
DBND Hedge Fund Activity: Q4 2022 in Review
22 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q4 2022, worth a combined $42M — down 0.51% from $42.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DBND positions and 4 closed out — a net gain of 11 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Seascape Capital Management, opening a new position worth an estimated $7.69M. The largest seller was Morgan Stanley, cutting an estimated $9.11M.
- 22 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $42M of DoubleLine Opportunistic Bond ETF stock for Q4 2022, down 0.51% quarter-over-quarter.
- 15 funds opened new DoubleLine Opportunistic Bond ETF positions in Q4 2022 and 4 closed out, a net change of +11 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q4 2022 was Seascape Capital Management, an estimated $7.69M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $9.11M sold.
Based on aggregated 13F filings for Q4 2022.