DoubleLine Opportunistic Bond ETF
DBND
11 hedge funds and large institutions have $42.2M 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)
16% less capital invested
Capital invested by funds: $50.3M → $42.2M (-$8.07M)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
1
Congress Wealth Management
Boston,
Massachusetts
| $9.56M | -$142K | -2,982 | -1% |
|
|
2
Morgan Stanley
New York
| $9.15M | +$16.7K | +350 | +0.2% |
|
3
Barclays
London,
United Kingdom
| $9.13M | – | – | – |
|
|
4
JP Morgan Chase
New York
| $6.16M | -$2.86M | -60,000 | -31% |
|
|
ACP
5
Aveo Capital Partners
Englewood,
Colorado
| $4.64M | -$134K | -2,808 | -3% |
|
|
FWM
6
Fortress Wealth Management
Culver City,
California
| $2.55M | +$2.67M | +55,917 | New |
|
|
7
Bank of New York Mellon
New York
| $365K | -$3.6M | -75,319 | -90% |
|
|
SCM
8
Stonehearth Capital Management
Danvers,
Massachusetts
| $294K | +$307K | +6,431 | New |
|
|
AFP
9
Ausdal Financial Partners
Davenport,
Iowa
| $268K | -$207K | -4,335 | -42% |
|
|
10
UBS Group
Zurich,
Switzerland
| $79K | +$82.9K | +1,736 | New |
|
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| $1.27K | +$1.3M | +27,140 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$1.26M | -26,319 | Closed |
|
|
13
Jane Street
New York
| – | -$690K | -14,395 | Closed |
|
|
BAM
14
Belpointe Asset Management
Reno,
Nevada
| – | -$104K | -2,164 | Closed |
|
DBND Hedge Fund Activity: Q3 2022 in Review
11 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q3 2022, worth a combined $42.2M — down 16% 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 $42.2M of DoubleLine Opportunistic Bond ETF stock for Q3 2022, down 16% 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.