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DoubleLine Opportunistic Bond ETF

49 hedge funds and large institutions have $200M invested in DoubleLine Opportunistic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
18
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$731K 15,814 -147,527 -90%
ACP
27
Aveo Capital Partners
Colorado
$731K 15,805 +448 +3%
AQR Capital Management
28
AQR Capital Management
Connecticut
$640K 13,842 +13,842 New
RJA
29
Raymond James & Associates
Florida
$625K 13,505 -446 -3%
PFA
30
Pettinga Financial Advisors
Indiana
$565K 12,215 +12,215 New
AWM
31
Axxcess Wealth Management
California
$523K 11,312 +173 +2%
TI
32
Tidal Investments
Wisconsin
$489K 10,564 -2,569 -20%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$480K 10,420 -525 -5%
PIA
34
Panoramic Investment Advisors
Colorado
$412K 8,900 +8,900 New
FWM
35
Fortress Wealth Management
California
$402K 8,690 -10,408 -54%
CSIC
36
Clifford Swan Investment Counsel
California
$398K 8,600
Osaic Holdings
37
Osaic Holdings
Arizona
$342K 7,390 -11,770 -61%
KAS
38
Kestra Advisory Services
Texas
$306K 6,606 +6,606 New
PPW
39
Pasadena Private Wealth
California
$266K 5,761 +5,761 New
SCM
40
Stonehearth Capital Management
Massachusetts
$261K 5,642 +434 +8%
LPL Financial
41
LPL Financial
California
$257K 5,557 +1,012 +22%
SIS
42
Sound Income Strategies
Florida
$124K 2,678 +2,678 New
OP
43
ORG Partners
Indiana
$46.7K 1,010 -3,467 -77%
NS
44
NBC Securities
Alabama
$33K 721 -493 -41%
CAL
45
Capital Analysts LLC
Pennsylvania
$26K 560 -205 -27%
TIM
46
Tortoise Investment Management
New York
$23.1K 500
ASN
47
Advisory Services Network
Georgia
$16.1K 349 +349 New
CFGS
48
Concourse Financial Group Securities
Alabama
$13.2K 285
GRP
49
Global Retirement Partners
California
$7.44K 162 +162 New
Citadel Advisors
50
Citadel Advisors
Florida
-89,064 Closed