DoubleLine Opportunistic Bond ETF
DBND
30 hedge funds and large institutions have $110M invested in DoubleLine Opportunistic Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
161% more capital invested
Capital invested by funds: $42M → $110M (+$67.6M)
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
142.08% more ownership
Funds ownership: 90.5% → 232.58% (+142%)
36% more funds holding
Funds holding: 22 → 30 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Boothe Investment Group
Dover,
Delaware
|
+$29M |
| 2 |
WC
Whitney & Co
Rochester,
New York
|
+$10.5M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$6.99M |
| 4 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
+$4.57M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$761K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$43.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24.1K |
| 4 |
Barclays
London,
United Kingdom
|
-$16.7K |
| 5 |
Morgan Stanley
New York
|
-$15.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
26
Lindbrook Capital
Calabasas,
California
| $9.85K | +$278 | +6 | +3% |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $9.11K | – | – | – |
|
|
GFWA
28
Grey Fox Wealth Advisors
Rockland,
Delaware
| $5.88K | +$5.85K | +126 | New |
|
|
CSPIA
29
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $4.67K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $47 | +$46 | +1 | New |
|
|
31
Barclays
London,
United Kingdom
| – | -$16.7K | -367 | Closed |
|
|
32
Morgan Stanley
New York
| – | -$15.9K | -350 | Closed |
|
33
JP Morgan Chase
New York
| – | -$10K | -215 | Closed |
|
DBND Hedge Fund Activity: Q1 2023 in Review
30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q1 2023, worth a combined $110M — up 161% from $42M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DBND positions and 3 closed out — a net gain of 8 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Boothe Investment Group, opening a new position worth an estimated $29M. The largest seller was Fortress Wealth Management, cutting an estimated $761K.
- 30 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q1 2023, up from 22 in Q4 2022.
- Funds reported $110M of DoubleLine Opportunistic Bond ETF stock for Q1 2023, up 161% quarter-over-quarter.
- 11 funds opened new DoubleLine Opportunistic Bond ETF positions in Q1 2023 and 3 closed out, a net change of +8 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q1 2023 was Boothe Investment Group, an estimated $29M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q1 2023 was Fortress Wealth Management, an estimated $761K sold.
Based on aggregated 13F filings for Q1 2023.