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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

53 hedge funds and large institutions have $201M invested in DoubleLine Opportunistic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
20
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$36.1M
2
SCM
Seascape Capital Management
New Hampshire
$22.4M
3
PPWP
Premier Path Wealth Partners
New Jersey
$2.82M
4
LSA
L & S Advisors
California
$1.46M
5
Jane Street
Jane Street
New York
$2.15M

Top Sellers

1
SA
Stewardship Advisors
Pennsylvania
$1.97M
2
BIG
Boothe Investment Group
Delaware
$15.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$285K
5
PFA
Pettinga Financial Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$872K +$47.5K +1,035 +6%
AQR Capital Management
27
AQR Capital Management
Connecticut
$867K +$232K +5,057 +37%
BCM
28
Bienville Capital Management
New York
$849K – – –
PIA
29
Panoramic Investment Advisors
Colorado
$645K +$236K +5,150 +58%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$590K -$249K -5,416 -30%
ACP
31
Aveo Capital Partners
Colorado
$524K -$186K -4,144 -26%
AWM
32
Axxcess Wealth Management
California
$521K +$2.2K +48 +0.4%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$465K -$3.6K -80 -0.8%
TI
34
Tidal Investments
Wisconsin
$444K -$40.9K -892 -8%
Citadel Advisors
35
Citadel Advisors
Florida
$416K +$416K +9,065 New
FWM
36
Fortress Wealth Management
California
$403K +$4.73K +103 +1%
CSIC
37
Clifford Swan Investment Counsel
California
$395K – – –
RJA
38
Raymond James & Associates
Florida
$355K -$265K -5,772 -43%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$285K -$629K -13,735 -69%
SCM
40
Stonehearth Capital Management
Massachusetts
$273K +$14.3K +312 +6%
SPC
41
Sigma Planning Corp
Michigan
$254K +$254K +5,530 New
FWP
42
Firethorn Wealth Partners
Georgia
$247K +$247K +5,393 New
PPW
43
Pasadena Private Wealth
California
$237K -$27.2K -593 -10%
LPL Financial
44
LPL Financial
California
$217K -$37.5K -818 -15%
Osaic Holdings
45
Osaic Holdings
Arizona
$123K -$216K -4,714 -64%
CAL
46
Capital Analysts LLC
Pennsylvania
$26K – – –
TIM
47
Tortoise Investment Management
New York
$22.9K – – –
NS
48
NBC Securities
Alabama
$17K -$15K -338 -47%
AF
49
Allworth Financial
California
$11.1K +$11.1K +241 New
AWM
50
Avior Wealth Management
Nebraska
$8.35K +$8.35K +182 New
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