DoubleLine Opportunistic Bond ETF
DBND
71 hedge funds and large institutions have $326M invested in DoubleLine Opportunistic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
6% more funds holding
Funds holding: 67 → 71 (+4)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
5% less capital invested
Capital invested by funds: $343M → $326M (-$16.9M)
22.82% less ownership
Funds ownership: 99.66% → 76.84% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$16.7M |
| 2 |
BFWA
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
+$15.6M |
| 3 |
BIG
Boothe Investment Group
Dover,
Delaware
|
+$7.33M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.51M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$87.7M |
| 2 |
PMWMG
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
-$2.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.56M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.08M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$828K |
DBND Hedge Fund Activity: Q1 2025 in Review
71 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q1 2025, worth a combined $326M — down 4.9% from $343M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DBND positions and 5 closed out — a net gain of 6 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was UBS Group, adding an estimated $16.7M. The largest seller was Essential Planning, cutting an estimated $87.7M.
- 71 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q1 2025, up from 67 in Q4 2024.
- Funds reported $326M of DoubleLine Opportunistic Bond ETF stock for Q1 2025, down 4.9% quarter-over-quarter.
- 11 funds opened new DoubleLine Opportunistic Bond ETF positions in Q1 2025 and 5 closed out, a net change of +6 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q1 2025 was UBS Group, an estimated $16.7M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q1 2025 was Essential Planning, an estimated $87.7M sold.
Based on aggregated 13F filings for Q1 2025.