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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

43 hedge funds and large institutions have $169M invested in DoubleLine Opportunistic Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+11
Holders Change %
+34.38%
% of All Funds
0.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
13
Increased
24
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$26.2M
2
FA
Fortis Advisors
Pennsylvania
$5.06M
3
SA
Stewardship Advisors
Pennsylvania
$12.1M
4
Jane Street
Jane Street
New York
$7.21M
5
Citadel Advisors
Citadel Advisors
Florida
$3.93M

Top Sellers

1
PWM
Pinnacle Wealth Management
California
$0
2
BIG
Boothe Investment Group
Delaware
$20.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.25M
4
ACP
Aveo Capital Partners
Colorado
$678K
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$592K +$49.4K +1,119 +9%
TI
27
Tidal Investments
Wisconsin
$579K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$575K +$146K +3,316 +34%
EP
29
Essential Planning
New Hampshire
$556K +$185K +4,200 +50%
AWM
30
Axxcess Wealth Management
California
$491K +$34.9K +791 +8%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$477K – – –
CSIC
32
Clifford Swan Investment Counsel
California
$379K – – –
SPC
33
Sigma Planning Corp
Michigan
$283K +$283K +6,422 New
SCM
34
Stonehearth Capital Management
Massachusetts
$230K +$44 +1 +0%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$213K +$213K +4,823 New
LPL Financial
36
LPL Financial
California
$201K +$201K +4,545 New
OP
37
ORG Partners
Indiana
$198K +$198K +4,477 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$134K +$134K +3,041 New
NS
39
NBC Securities
Alabama
$53K +$53K +1,214 New
CAL
40
Capital Analysts LLC
Pennsylvania
$34K +$9.11K +205 +37%
TIM
41
Tortoise Investment Management
New York
$22.1K +$22.1K +500 New
CFGS
42
Concourse Financial Group Securities
Alabama
$12.6K +$3.97K +90 +46%
Morgan Stanley
43
Morgan Stanley
New York
$9.53K +$9.53K +216 New
PWM
44
Pinnacle Wealth Management
California
– -$8.19M -177,349 Closed
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
– -$4.62K -100 Closed
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