DoubleLine Opportunistic Bond ETF
DBND
67 hedge funds and large institutions have $343M invested in DoubleLine Opportunistic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
142% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 12
34% more capital invested
Capital invested by funds: $255M → $343M (+$87.5M)
24.41% more ownership
Funds ownership: 75.24% → 99.66% (+24%)
20% more funds holding
Funds holding: 56 → 67 (+11)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$88.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.48M |
| 3 |
BI
Beckerman Institutional
Ocean Grove,
New Jersey
|
+$2.13M |
| 4 |
Jane Street
New York
|
+$1.52M |
| 5 |
BIG
Boothe Investment Group
Dover,
Delaware
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.67M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$3.76M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$3.41M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$964K |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$482K |
DBND Hedge Fund Activity: Q4 2024 in Review
67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q4 2024, worth a combined $343M — up 34% from $255M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DBND positions and 5 closed out — a net gain of 12 holders — while 29 added to existing stakes and 12 trimmed.
The largest buyer was Essential Planning, adding an estimated $88.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.67M.
- 67 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q4 2024, up from 56 in Q3 2024.
- Funds reported $343M of DoubleLine Opportunistic Bond ETF stock for Q4 2024, up 34% quarter-over-quarter.
- 17 funds opened new DoubleLine Opportunistic Bond ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $88.1M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $5.67M sold.
Based on aggregated 13F filings for Q4 2024.