DoubleLine Opportunistic Bond ETF
DBND
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.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
18% more capital invested
Capital invested by funds: $169M → $200M (+$30.5M)
14% more funds holding
Funds holding: 43 → 49 (+6)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
6.99% less ownership
Funds ownership: 90.04% → 83.05% (-7%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$14M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$11.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.3M |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$4.58M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$8.44M |
| 2 |
Jane Street
New York
|
-$6.56M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.93M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.08M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$601K |
DBND Hedge Fund Activity: Q4 2023 in Review
49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q4 2023, worth a combined $200M — up 18% from $169M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DBND positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $14M. The largest seller was Congress Wealth Management, cutting an estimated $8.44M.
- 49 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q4 2023, up from 43 in Q3 2023.
- Funds reported $200M of DoubleLine Opportunistic Bond ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 12 funds opened new DoubleLine Opportunistic Bond ETF positions in Q4 2023 and 6 closed out, a net change of +6 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q4 2023 was Cerity Partners, an estimated $14M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q4 2023 was Congress Wealth Management, an estimated $8.44M sold.
Based on aggregated 13F filings for Q4 2023.