DoubleLine Opportunistic Bond ETF
DBND
DBND
32 hedge funds and large institutions have $141M invested in DoubleLine Opportunistic Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.5%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
8
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
$7.94M |
| 2 |
UBS Group
Zurich,
Switzerland
|
$5.92M |
| 3 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
$17.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
$6.53M |
| 5 |
Jane Street
New York
|
$2.44M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CSIC
26
Clifford Swan Investment Counsel
Pasadena,
California
| $397K | +$397K | +8,600 | New |
|
|
EP
27
Essential Planning
Portsmouth,
New Hampshire
| $388K | +$42.9K | +928 | +12% |
|
28
Citadel Advisors
Miami,
Florida
| $341K | +$341K | +7,393 | New |
|
|
SCM
29
Stonehearth Capital Management
Danvers,
Massachusetts
| $240K | -$4.94K | -107 | -2% |
|
|
CAL
30
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $26K | – | – | – |
|
|
CFGS
31
Concourse Financial Group Securities
Birmingham,
Alabama
| $9.01K | – | – | – |
|
|
CSPIA
32
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $4.62K | – | – | – |
|
|
BAM
33
Belpointe Asset Management
Reno,
Nevada
| – | -$103K | -2,211 | Closed |
|
|
GWS
34
Glassman Wealth Services
Vienna,
Virginia
| – | -$41.9K | -897 | Closed |
|
|
LC
35
Lindbrook Capital
Calabasas,
California
| – | -$9.85K | -211 | Closed |
|
|
GFWA
36
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$5.88K | -126 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | -$47 | -1 | Closed |
|