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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

56 hedge funds and large institutions have $255M invested in DoubleLine Opportunistic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
22
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
$12.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$59.5M
3
UBS Group
UBS Group
Switzerland
$9.66M
4
FA
Fortis Advisors
Pennsylvania
$7.85M
5
Comerica Bank
Comerica Bank
Texas
$474K

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$516K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.32M
5
SCM
Seascape Capital Management
New Hampshire
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$814K -$192K -4,060 -19%
SA
27
Stewardship Advisors
Pennsylvania
$767K -$241K -5,097 -24%
PIA
28
Panoramic Investment Advisors
Colorado
$578K +$578K +12,200 New
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$558K – – –
AWM
30
Axxcess Wealth Management
California
$537K -$616 -13 -0.1%
NA
31
NewEdge Advisors
Louisiana
$516K -$3.07M -64,803 -86%
ACP
32
Aveo Capital Partners
Colorado
$482K +$4.74K +100 +1%
RJA
33
Raymond James & Associates
Florida
$480K +$31.7K +670 +7%
Comerica Bank
34
Comerica Bank
Texas
$474K +$474K +10,000 New
TI
35
Tidal Investments
Wisconsin
$463K +$3.27K +69 +0.7%
CSIC
36
Clifford Swan Investment Counsel
California
$407K – – –
LPL Financial
37
LPL Financial
California
$383K +$17.3K +366 +5%
FWM
38
Fortress Wealth Management
California
$368K -$14.8K -312 -4%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$318K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$309K +$136K +2,876 +79%
SCM
41
Stonehearth Capital Management
Massachusetts
$297K +$6.63K +140 +2%
Jane Street
42
Jane Street
New York
$287K +$287K +6,061 New
AI
43
Atria Investments
North Carolina
$280K +$280K +5,909 New
SPC
44
Sigma Planning Corp
Michigan
$263K +$426 +9 +0.2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$232K -$20.8K -440 -8%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$200K +$200K +4,223 New
PTC
47
Private Trust Company
Ohio
$95.2K +$95.2K +2,011 New
HCM
48
Hollencrest Capital Management
California
$64.8K – – –
HWP
49
Highline Wealth Partners
California
$32.9K +$32.9K +694 New
CAL
50
Capital Analysts LLC
Pennsylvania
$27K – – –
1
2
3