DoubleLine Opportunistic Bond ETF
DBND
56 hedge funds and large institutions have $255M invested in DoubleLine Opportunistic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more capital invested
Capital invested by funds: $217M → $255M (+$37.7M)
10% more funds holding
Funds holding: 51 → 56 (+5)
3.07% less ownership
Funds ownership: 78.32% → 75.24% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$11M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.95M |
| 4 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$2.32M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$689K |
| 5 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
-$638K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
51
Tortoise Investment Management
White Plains,
New York
| $18.9K | – | – | – |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $7.67K | – | – | – |
|
|
NCM
53
Northwest Capital Management
Lake Oswego,
Oregon
| $7.58K | +$7.45K | +160 | New |
|
|
CFGS
54
Concourse Financial Group Securities
Birmingham,
Alabama
| $7.39K | -$373 | -8 | -5% |
|
|
NS
55
NBC Securities
Birmingham,
Alabama
| $4K | +$93 | +2 | +2% |
|
|
FFA
56
Farther Finance Advisors
San Francisco,
California
| $618 | +$606 | +13 | New |
|
|
57
Citadel Advisors
Miami,
Florida
| – | -$2.09M | -46,068 | Closed |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.25M | -27,433 | Closed |
|
|
FWP
59
Firethorn Wealth Partners
Augusta,
Georgia
| – | -$239K | -5,275 | Closed |
|
|
DIP
60
DT Investment Partners
Chadds Ford,
Pennsylvania
| – | -$9.17K | -202 | Closed |
|
|
AWM
61
Avior Wealth Management
Omaha,
Nebraska
| – | -$8.26K | -182 | Closed |
|
DBND Hedge Fund Activity: Q3 2024 in Review
56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q3 2024, worth a combined $255M — up 17% from $217M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DBND positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 16 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $11M. The largest seller was NewEdge Advisors, cutting an estimated $3.02M.
- 56 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q3 2024, up from 51 in Q2 2024.
- Funds reported $255M of DoubleLine Opportunistic Bond ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 10 funds opened new DoubleLine Opportunistic Bond ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q3 2024 was Foundations Investment Advisors, an estimated $11M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q3 2024 was NewEdge Advisors, an estimated $3.02M sold.
Based on aggregated 13F filings for Q3 2024.