DBND icon

DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

53 hedge funds and large institutions have $201M invested in DoubleLine Opportunistic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
20
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$36.1M
2
SCM
Seascape Capital Management
New Hampshire
$22.4M
3
PPWP
Premier Path Wealth Partners
New Jersey
$2.82M
4
LSA
L & S Advisors
California
$1.46M
5
Jane Street
Jane Street
New York
$2.15M

Top Sellers

1
SA
Stewardship Advisors
Pennsylvania
$1.97M
2
BIG
Boothe Investment Group
Delaware
$15.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$285K
5
PFA
Pettinga Financial Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$7.52K -$5.55K -121 -42%
GRP
52
Global Retirement Partners
California
$7.43K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$138 +$138 +3 New
PFA
54
Pettinga Financial Advisors
Indiana
– -$565K -12,215 Closed
KAS
55
Kestra Advisory Services
Texas
– -$306K -6,606 Closed
SIS
56
Sound Income Strategies
Florida
– -$124K -2,678 Closed
OP
57
ORG Partners
Indiana
– -$46.7K -1,010 Closed
ASN
58
Advisory Services Network
Georgia
– -$16.1K -349 Closed
1 2
3