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DoubleLine Opportunistic Bond ETF

70 hedge funds and large institutions have $325M invested in DoubleLine Opportunistic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
26
Cornerstone Wealth Group
North Carolina
$2.26M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.06M
BA
28
Bristlecone Advisors
Washington
$2.02M
Citadel Advisors
29
Citadel Advisors
Florida
$1.91M
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.52M
LSA
31
L & S Advisors
California
$1.47M
SWM
32
SilverOak Wealth Management
Minnesota
$1.22M
EP
33
Essential Planning
New Hampshire
$1.21M
EW
34
Elyxium Wealth
California
$1.19M
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.15M
PAG
36
Private Advisor Group
New Jersey
$1.1M
SAM
37
Smartleaf Asset Management
Massachusetts
$1.1M
BCM
38
Beaumont Capital Management
Massachusetts
$988K
LPL Financial
39
LPL Financial
California
$918K
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$653K
PIA
41
Panoramic Investment Advisors
Colorado
$562K
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$545K
AWM
43
Axxcess Wealth Management
California
$535K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$522K
Comerica Bank
45
Comerica Bank
Texas
$511K
BWMG
46
Barnes Wealth Management Group
California
$468K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$467K
NS
48
NBC Securities
Alabama
$423K
CSIC
49
Clifford Swan Investment Counsel
California
$397K
PWA
50
Principia Wealth Advisory
Texas
$392K