DoubleLine Opportunistic Bond ETF
DBND
51 hedge funds and large institutions have $217M invested in DoubleLine Opportunistic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
8% more capital invested
Capital invested by funds: $201M → $217M (+$16.9M)
0.68% more ownership
Funds ownership: 77.63% → 78.32% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less funds holding
Funds holding: 53 → 51 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.9M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.42M |
| 3 |
PPWP
Premier Path Wealth Partners
Madison,
New Jersey
|
+$2.32M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.68M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.55M |
| 2 |
Jane Street
New York
|
-$2.15M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$977K |
| 4 |
BCM
Bienville Capital Management
New York
|
-$849K |
| 5 |
Cerity Partners
New York
|
-$593K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
51
NBC Securities
Birmingham,
Alabama
| $3K | -$13.4K | -297 | -78% |
|
|
52
Jane Street
New York
| – | -$2.15M | -46,821 | Closed |
|
|
BCM
53
Bienville Capital Management
New York
| – | -$849K | -18,510 | Closed |
|
|
PPW
54
Pasadena Private Wealth
Pasadena,
California
| – | -$237K | -5,168 | Closed |
|
|
AF
55
Allworth Financial
Folsom,
California
| – | -$11.1K | -241 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$138 | -3 | Closed |
|
DBND Hedge Fund Activity: Q2 2024 in Review
51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q2 2024, worth a combined $217M — up 8.4% from $201M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DBND and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 24 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $10.9M. The largest seller was Susquehanna International Group, cutting an estimated $2.55M.
- 51 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q2 2024, down from 53 in Q1 2024.
- Funds reported $217M of DoubleLine Opportunistic Bond ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
- 4 funds opened new DoubleLine Opportunistic Bond ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $10.9M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q2 2024 was Susquehanna International Group, an estimated $2.55M sold.
Based on aggregated 13F filings for Q2 2024.