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DoubleLine Opportunistic Bond ETF
DBND

77 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, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $326M → $394M (+$68.6M)

8% more funds holding

Funds holding: 71 → 77 (+6)

4.21% more ownership

Funds ownership: 76.84% → 81.06% (+4.2%)

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.01%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
12
Increased
36
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$13.4M
2
VWA
Visionary Wealth Advisors
Illinois
+$8.11M
3
FIA
Foundations Investment Advisors
Arizona
+$8.05M
4
HFA
Hippocratic Financial Advisors
California
+$6.46M
5
CSP
Cary Street Partners
Virginia
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$467K
3
BWA
BlueChip Wealth Advisors
Georgia
-$465K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$408K
5
FTUS
Flow Traders U.S.
New York
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
51
Barnes Wealth Management Group
California
$470K +$822 +18 +0.2%
PWA
52
Principia Wealth Advisory
Texas
$444K +$45K +985 +11%
SWP
53
Strategic Wealth Partners
Ohio
$415K +$410K +8,980 New
NS
54
NBC Securities
Alabama
$405K -$18.3K -400 -4%
CSIC
55
Clifford Swan Investment Counsel
California
$398K – – –
SCM
56
Stonehearth Capital Management
Massachusetts
$350K +$4.52K +99 +1%
Osaic Holdings
57
Osaic Holdings
Arizona
$340K +$34.3K +751 +11%
EH
58
Equitable Holdings
New York
$315K – – –
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$293K +$39K +855 +16%
SPC
60
Sigma Planning Corp
Michigan
$272K +$10.1K +221 +4%
NAS
61
NWF Advisory Services
California
$258K +$255K +5,580 New
AG
62
AmeriFlex Group
Nevada
$257K +$255K +5,580 New
SA
63
Stewardship Advisors
Pennsylvania
$252K – – –
CCFM
64
Clear Creek Financial Management
Washington
$239K +$236K +5,165 New
BCMIO
65
Beacon Capital Management Inc (Ohio)
Ohio
$165K +$163K +3,579 New
PTC
66
Private Trust Company
Ohio
$94.6K – – –
HCM
67
Hollencrest Capital Management
California
$63.3K – – –
CAL
68
Capital Analysts LLC
Pennsylvania
$26K – – –
FFA
69
Farther Finance Advisors
California
$23.3K +$22.4K +490 +3,769%
SPIA
70
Steward Partners Investment Advisory
New York
$23.1K – – –
AF
71
Advisornet Financial
Minnesota
$22.9K – – –
TIM
72
Tortoise Investment Management
New York
$13.4K -$5.02K -110 -28%
NCM
73
Northwest Capital Management
Oregon
$12.6K +$1.46K +32 +13%
Wells Fargo
74
Wells Fargo
California
$4.12K +$4.06K +89 New
GRP
75
Global Retirement Partners
California
$2.73K +$2.69K +59 New
1 2
3
4

DBND Hedge Fund Activity: Q2 2025 in Review

77 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q2 2025, worth a combined $394M — up 21% from $326M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DBND positions and 6 closed out — a net gain of 6 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.91M sold.

  • 77 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $394M of DoubleLine Opportunistic Bond ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 12 funds opened new DoubleLine Opportunistic Bond ETF positions in Q2 2025 and 6 closed out, a net change of +6 holders.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q2 2025 was Raymond James Financial, an estimated $13.4M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2025.