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DoubleLine Opportunistic Bond ETF

76 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, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
SWA
26
Stratos Wealth Advisors
Ohio
$5.07M
CWM
27
Congress Wealth Management
Massachusetts
$4.65M
AWM
28
Austin Wealth Management
Texas
$3.92M
Jane Street
29
Jane Street
New York
$3.57M
BWA
30
BlueChip Wealth Advisors
Georgia
$2.72M
BA
31
Bristlecone Advisors
Washington
$2.44M
CWG
32
Cornerstone Wealth Group
North Carolina
$2.12M
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.02M
LSA
34
L & S Advisors
California
$1.48M
BCM
35
Beaumont Capital Management
Massachusetts
$1.36M
SWM
36
SilverOak Wealth Management
Minnesota
$1.24M
PAG
37
Private Advisor Group
New Jersey
$1.2M
SAM
38
Smartleaf Asset Management
Massachusetts
$1.2M
EP
39
Essential Planning
New Hampshire
$1.18M
BFA
40
Beaumont Financial Advisors
Massachusetts
$1.16M
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.11M
LPL Financial
42
LPL Financial
California
$1.07M
E
43
EntreWealth
Texas
$1.04M
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$653K
PIA
45
Panoramic Investment Advisors
Colorado
$563K
AWM
46
Axxcess Wealth Management
California
$544K
Comerica Bank
47
Comerica Bank
Texas
$512K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$492K
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$481K
BWMG
50
Barnes Wealth Management Group
California
$470K