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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
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
Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$1.15M +$293K +6,460 +34%
SA
27
Stewardship Advisors
Pennsylvania
$966K -$983K -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 -$47.7K -1,051 -8%
AWM
31
Axxcess Wealth Management
California
$515K -$636 -14 -0.1%
ACP
32
Aveo Capital Partners
Colorado
$457K -$72.2K -1,591 -14%
TI
33
Tidal Investments
Wisconsin
$441K +$1.68K +37 +0.4%
RJA
34
Raymond James & Associates
Florida
$429K +$78.4K +1,726 +22%
CSIC
35
Clifford Swan Investment Counsel
California
$390K
FWM
36
Fortress Wealth Management
California
$367K -$32.6K -717 -8%
LPL Financial
37
LPL Financial
California
$350K +$135K +2,978 +63%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$302K -$163K -3,625 -35%
SCM
39
Stonehearth Capital Management
Massachusetts
$278K +$8.04K +177 +3%
SPC
40
Sigma Planning Corp
Michigan
$252K +$454 +10 +0.2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$243K -$39.9K -878 -14%
FWP
42
Firethorn Wealth Partners
Georgia
$239K -$5.36K -118 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$165K +$43.9K +966 +36%
HCM
44
Hollencrest Capital Management
California
$62.2K +$62.2K +1,369 New
CAL
45
Capital Analysts LLC
Pennsylvania
$25K
TIM
46
Tortoise Investment Management
New York
$18.2K -$4.54K -100 -20%
DIP
47
DT Investment Partners
Pennsylvania
$9.17K +$9.17K +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