DoubleLine Opportunistic Bond ETF
DBND
82 hedge funds and large institutions have $481M invested in DoubleLine Opportunistic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 4 closing their positions.
181% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 16
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
22% more capital invested
Capital invested by funds: $394M → $481M (+$87.2M)
6% more funds holding
Funds holding: 77 → 82 (+5)
6.48% more ownership
Funds ownership: 81.06% → 87.53% (+6.5%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.9M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.9M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$13.9M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$12.1M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$9.02M |
| 2 |
Jane Street
New York
|
-$3.06M |
| 3 |
EW
Elyxium Wealth
San Mateo,
California
|
-$870K |
| 4 |
AG
AmeriFlex Group
Las Vegas,
Nevada
|
-$257K |
| 5 |
Cerity Partners
New York
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
76
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $26K | – | – | – |
|
|
AF
77
Advisornet Financial
Minnetonka,
Minnesota
| $23.1K | +$46 | +1 | +0.2% |
|
|
TIM
78
Tortoise Investment Management
White Plains,
New York
| $13.5K | – | – | – |
|
|
GRP
79
Global Retirement Partners
San Rafael,
California
| $2.75K | – | – | – |
|
80
AssetMark Inc
Concord,
California
| $2.37K | – | – | – |
|
|
FFA
81
Farther Finance Advisors
San Francisco,
California
| $2.23K | -$21K | -455 | -90% |
|
|
PTC
82
Private Trust Company
Cleveland,
Ohio
| $1.63K | -$92.8K | -2,011 | -98% |
|
|
OCM
83
One Capital Management
Westlake Village,
California
| – | -$9.02M | -195,102 | Closed |
|
|
AG
84
AmeriFlex Group
Las Vegas,
Nevada
| – | -$257K | -5,580 | Closed |
|
|
NCM
85
Northwest Capital Management
Lake Oswego,
Oregon
| – | -$12.6K | -273 | Closed |
|
86
Wells Fargo
San Francisco,
California
| – | -$4.12K | -89 | Closed |
|
DBND Hedge Fund Activity: Q3 2025 in Review
82 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q3 2025, worth a combined $481M — up 22% from $394M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DBND positions and 4 closed out — a net gain of 6 holders — while 45 added to existing stakes and 16 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $13.9M. The largest seller was One Capital Management, exiting entirely with an estimated $9.02M sold.
- 82 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q3 2025, up from 77 in Q2 2025.
- Funds reported $481M of DoubleLine Opportunistic Bond ETF stock for Q3 2025, up 22% quarter-over-quarter.
- 10 funds opened new DoubleLine Opportunistic Bond ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $13.9M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q3 2025 was One Capital Management, an estimated $9.02M sold.
Based on aggregated 13F filings for Q3 2025.