DoubleLine Opportunistic Bond ETF
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.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
66.12% more ownership
Funds ownership: 232.58% → 298.7% (+66%)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
28% more capital invested
Capital invested by funds: $110M → $141M (+$31.1M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% more funds holding
Funds holding: 30 → 32 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$7.97M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.89M |
| 3 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
+$5.31M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.88M |
| 5 |
Jane Street
New York
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$8.77M |
| 2 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$324K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$103K |
| 4 |
GWS
Glassman Wealth Services
Vienna,
Virginia
|
-$41.9K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$32.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSIC
26
Clifford Swan Investment Counsel
Pasadena,
California
| $397K | +$399K | +8,600 | New |
|
|
EP
27
Essential Planning
Portsmouth,
New Hampshire
| $388K | +$43K | +928 | +12% |
|
28
Citadel Advisors
Miami,
Florida
| $341K | +$343K | +7,393 | New |
|
|
SCM
29
Stonehearth Capital Management
Danvers,
Massachusetts
| $240K | -$4.96K | -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 |
|
DBND Hedge Fund Activity: Q2 2023 in Review
32 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q2 2023, worth a combined $141M — up 28% from $110M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DBND positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $7.97M. The largest seller was Aveo Capital Partners, cutting an estimated $8.77M.
- 32 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q2 2023, up from 30 in Q1 2023.
- Funds reported $141M of DoubleLine Opportunistic Bond ETF stock for Q2 2023, up 28% quarter-over-quarter.
- 8 funds opened new DoubleLine Opportunistic Bond ETF positions in Q2 2023 and 5 closed out, a net change of +3 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $7.97M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q2 2023 was Aveo Capital Partners, an estimated $8.77M sold.
Based on aggregated 13F filings for Q2 2023.