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DoubleLine Opportunistic Bond ETF

66 hedge funds and large institutions have $342M invested in DoubleLine Opportunistic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
0.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
29
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
26
L & S Advisors
California
$1.45M
BCM
27
Beaumont Capital Management
Massachusetts
$1.36M +$194K +4,291 +17%
AFP
28
Ausdal Financial Partners
Iowa
$1.33M -$20.3K -448 -2%
BFA
29
Beaumont Financial Advisors
Massachusetts
$1.17M +$80.2K +1,772 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1M +$781K +17,237 +352%
BWA
31
BlueChip Wealth Advisors
Georgia
$936K +$936K +20,661 New
SWM
32
SilverOak Wealth Management
Minnesota
$927K +$927K +20,463 New
BA
33
Bristlecone Advisors
Washington
$786K +$786K +17,354 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$751K -$27.6K -610 -4%
SA
35
Stewardship Advisors
Pennsylvania
$682K -$51.1K -1,129 -7%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$640K +$336K +7,425 +111%
PIA
37
Panoramic Investment Advisors
Colorado
$553K
AWM
38
Axxcess Wealth Management
California
$550K +$36.5K +806 +7%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$535K
Comerica Bank
40
Comerica Bank
Texas
$501K +$48.5K +1,070 +11%
Raymond James Financial
41
Raymond James Financial
Florida
$496K +$496K +10,956 New
NA
42
NewEdge Advisors
Louisiana
$467K -$26.7K -589 -5%
LPL Financial
43
LPL Financial
California
$452K +$86K +1,900 +24%
SWP
44
Strategic Wealth Partners
Ohio
$409K +$409K +8,980 New
Osaic Holdings
45
Osaic Holdings
Arizona
$406K +$111K +2,452 +38%
PWA
46
Principia Wealth Advisory
Texas
$391K +$391K +8,633 New
CSIC
47
Clifford Swan Investment Counsel
California
$389K
BWMG
48
Barnes Wealth Management Group
California
$354K +$354K +7,821 New
AI
49
Atria Investments
North Carolina
$316K +$48.1K +1,061 +18%
SCM
50
Stonehearth Capital Management
Massachusetts
$280K -$3.58K -79 -1%