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DoubleLine Opportunistic Bond ETF

51 hedge funds and large institutions have $217M invested in DoubleLine Opportunistic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

8% more capital invested

Capital invested by funds: $201M → $217M (+$16.9M)

0.68% more ownership

Funds ownership: 77.63%78.32% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 5351 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
24
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$1.15M +$292K +6,460 +34%
SA
27
Stewardship Advisors
Pennsylvania
$966K -$977K -21,646 -50%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$965K -$11.4K -252 -1%
BFA
29
Beaumont Financial Advisors
Massachusetts
$862K
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$536K -$47.4K -1,051 -8%
AWM
31
Axxcess Wealth Management
California
$515K -$632 -14 -0.1%
ACP
32
Aveo Capital Partners
Colorado
$457K -$71.8K -1,591 -14%
TI
33
Tidal Investments
Wisconsin
$441K +$1.67K +37 +0.4%
RJA
34
Raymond James & Associates
Florida
$429K +$77.9K +1,726 +22%
CSIC
35
Clifford Swan Investment Counsel
California
$390K
FWM
36
Fortress Wealth Management
California
$367K -$32.4K -717 -8%
LPL Financial
37
LPL Financial
California
$350K +$134K +2,978 +63%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$302K -$164K -3,625 -35%
SCM
39
Stonehearth Capital Management
Massachusetts
$278K +$7.99K +177 +3%
SPC
40
Sigma Planning Corp
Michigan
$252K +$451 +10 +0.2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$243K -$39.6K -878 -14%
FWP
42
Firethorn Wealth Partners
Georgia
$239K -$5.33K -118 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$165K +$43.6K +966 +36%
HCM
44
Hollencrest Capital Management
California
$62.2K +$61.8K +1,369 New
CAL
45
Capital Analysts LLC
Pennsylvania
$25K
TIM
46
Tortoise Investment Management
New York
$18.2K -$4.51K -100 -20%
DIP
47
DT Investment Partners
Pennsylvania
$9.17K +$9.12K +202 New
AWM
48
Avior Wealth Management
Nebraska
$8.26K
CFGS
49
Concourse Financial Group Securities
Alabama
$7.45K
GRP
50
Global Retirement Partners
California
$7.36K

DBND Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q2 2024, worth a combined $217M — up 8.4% from $201M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DBND and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 24 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $10.9M. The largest seller was Susquehanna International Group, cutting an estimated $2.55M.

  • 51 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q2 2024, down from 53 in Q1 2024.
  • Funds reported $217M of DoubleLine Opportunistic Bond ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 4 funds opened new DoubleLine Opportunistic Bond ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $10.9M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q2 2024 was Susquehanna International Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2024.