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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
11
Increased
13
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIG
1
Boothe Investment Group
Delaware
$29.2M
2
WC
2
Whitney & Co
New York
$16.3M
3
SA
3
Stewardship Advisors
Pennsylvania
$7.35M
4
SCM
4
Seascape Capital Management
New Hampshire
$12.5M
5
ACP
5
Aveo Capital Partners
Colorado
$10.9M

Top Sellers

1
FWM
1
Fortress Wealth Management
California
$1.21M
2
RJA
2
Raymond James & Associates
Florida
$482K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$458K
4
Barclays
4
Barclays
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
26
Lindbrook Capital
California
$9.85K +$280 +6 +3%
CFGS
27
Concourse Financial Group Securities
Alabama
$9.11K – – –
GFWA
28
Grey Fox Wealth Advisors
Delaware
$5.88K +$5.88K +126 New
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$4.67K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$47 +$47 +1 New
Barclays
31
Barclays
United Kingdom
– -$17K -367 Closed
Morgan Stanley
32
Morgan Stanley
New York
– -$15.9K -350 Closed
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
– -$10K -215 Closed
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