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DoubleLine Opportunistic Bond ETF

66 hedge funds and large institutions have $342M invested in DoubleLine Opportunistic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
0.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
29
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
51
Equitable Holdings
New York
$271K +$271K +5,973 New
SPC
52
Sigma Planning Corp
Michigan
$268K +$16.4K +363 +7%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$226K +$226K +5,000 New
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$202K +$10.4K +230 +5%
PTC
55
Private Trust Company
Ohio
$92.7K +$1.59K +35 +2%
HCM
56
Hollencrest Capital Management
California
$62K
CAL
57
Capital Analysts LLC
Pennsylvania
$25K
CFGS
58
Concourse Financial Group Securities
Alabama
$22.7K +$15.7K +345 +221%
TIM
59
Tortoise Investment Management
New York
$18.1K
MDA
60
Minot DeBlois Advisors
Massachusetts
$12.4K +$12.4K +273 New
NCM
61
Northwest Capital Management
Oregon
$8.51K +$1.27K +28 +18%
GRP
62
Global Retirement Partners
California
$7.34K
PCA
63
PMV Capital Advisers
Texas
$7.2K +$7.2K +159 New
BSB
64
Bangor Savings Bank
Maine
$7.16K +$7.16K +158 New
FFA
65
Farther Finance Advisors
California
$601
Morgan Stanley
66
Morgan Stanley
New York
$72 +$72 +1 New
ACP
67
Aveo Capital Partners
Colorado
-$482K -10,170 Closed
TI
68
Tidal Investments
Wisconsin
-$463K -9,778 Closed
FWM
69
Fortress Wealth Management
California
-$368K -7,764 Closed
HWP
70
Highline Wealth Partners
California
-$32.9K -694 Closed
NS
71
NBC Securities
Alabama
-$4K -88 Closed