DoubleLine Opportunistic Bond ETF
DBND
11 hedge funds and large institutions have $43.5M invested in DoubleLine Opportunistic Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
10% more funds holding
Funds holding: 10 → 11 (+1)
14% less capital invested
Capital invested by funds: $50.3M → $43.5M (-$6.8M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
483.74% less ownership
Funds ownership: 5,241.72% → 4,757.98% (-484%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$2.67M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.3M |
| 3 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
+$307K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$82.9K |
| 5 |
Morgan Stanley
New York
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$3.6M |
| 2 |
JP Morgan Chase
New York
|
-$2.86M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 4 |
Jane Street
New York
|
-$690K |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$207K |
DBND Hedge Fund Activity: Q3 2022 in Review
11 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q3 2022, worth a combined $43.5M — down 14% from $50.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DBND positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Fortress Wealth Management, opening a new position worth an estimated $2.67M. The largest seller was Bank of New York Mellon, cutting an estimated $3.6M.
- 11 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q3 2022, up from 10 in Q2 2022.
- Funds reported $43.5M of DoubleLine Opportunistic Bond ETF stock for Q3 2022, down 14% quarter-over-quarter.
- 4 funds opened new DoubleLine Opportunistic Bond ETF positions in Q3 2022 and 3 closed out, a net change of +1 holder.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q3 2022 was Fortress Wealth Management, an estimated $2.67M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q3 2022 was Bank of New York Mellon, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2022.