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DoubleLine Opportunistic Bond ETF
DBND

77 hedge funds and large institutions have $394M invested in DoubleLine Opportunistic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $326M → $394M (+$68.6M)

8% more funds holding

Funds holding: 71 → 77 (+6)

4.21% more ownership

Funds ownership: 76.84% → 81.06% (+4.2%)

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.01%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
12
Increased
36
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$13.4M
2
VWA
Visionary Wealth Advisors
Illinois
+$8.11M
3
FIA
Foundations Investment Advisors
Arizona
+$8.05M
4
HFA
Hippocratic Financial Advisors
California
+$6.46M
5
CSP
Cary Street Partners
Virginia
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$467K
3
BWA
BlueChip Wealth Advisors
Georgia
-$465K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$408K
5
FTUS
Flow Traders U.S.
New York
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
26
Stratos Wealth Advisors
Ohio
$5.07M +$2.6M +56,883 +108%
CWM
27
Congress Wealth Management
Massachusetts
$4.65M +$133K +2,906 +3%
AWM
28
Austin Wealth Management
Texas
$3.92M +$3.9M +85,418 New
Jane Street
29
Jane Street
New York
$3.57M +$1.23M +27,054 +54%
BWA
30
BlueChip Wealth Advisors
Georgia
$2.72M -$465K -10,197 -15%
BA
31
Bristlecone Advisors
Washington
$2.44M +$408K +8,942 +20%
CWG
32
Cornerstone Wealth Group
North Carolina
$2.12M -$140K -3,073 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.02M -$45.9K -1,006 -2%
LSA
34
L & S Advisors
California
$1.48M – – –
BCM
35
Beaumont Capital Management
Massachusetts
$1.36M +$365K +8,005 +37%
SWM
36
SilverOak Wealth Management
Minnesota
$1.24M +$21.5K +472 +2%
PAG
37
Private Advisor Group
New Jersey
$1.2M +$97.1K +2,127 +9%
SAM
38
Smartleaf Asset Management
Massachusetts
$1.2M +$97.1K +2,127 +9%
EP
39
Essential Planning
New Hampshire
$1.18M -$37.2K -816 -3%
BFA
40
Beaumont Financial Advisors
Massachusetts
$1.16M +$7.12K +156 +0.6%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.11M -$408K -8,936 -27%
LPL Financial
42
LPL Financial
California
$1.07M +$152K +3,323 +17%
E
43
EntreWealth
Texas
$1.04M +$1.03M +22,528 New
FSBI
44
Fearless Solutions (Best Invest)
Texas
$735K -$4.93K -108 -0.7%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$653K – – –
PIA
46
Panoramic Investment Advisors
Colorado
$563K – – –
AWM
47
Axxcess Wealth Management
California
$544K +$7.9K +173 +1%
Comerica Bank
48
Comerica Bank
Texas
$512K – – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$492K -$30K -657 -6%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$481K -$63.9K -1,400 -12%
1
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DBND Hedge Fund Activity: Q2 2025 in Review

77 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q2 2025, worth a combined $394M — up 21% from $326M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DBND positions and 6 closed out — a net gain of 6 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.91M sold.

  • 77 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $394M of DoubleLine Opportunistic Bond ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 12 funds opened new DoubleLine Opportunistic Bond ETF positions in Q2 2025 and 6 closed out, a net change of +6 holders.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q2 2025 was Raymond James Financial, an estimated $13.4M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2025.