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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

22 hedge funds and large institutions have $42M invested in DoubleLine Opportunistic Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
+11
Holders Change %
+100%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
2
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Seascape Capital Management
New Hampshire
$7.68M
2
WC
2
Whitney & Co
New York
$5.64M
3
LWMNY
3
Landmark Wealth Management (New York)
New York
$1.98M
4
ACP
4
Aveo Capital Partners
Colorado
$6.43M
5
AFM
5
Andesa Financial Management
Pennsylvania
$1.12M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$17K
2
Morgan Stanley
2
Morgan Stanley
New York
$15.9K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10K
4
FWM
4
Fortress Wealth Management
California
$1.93M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$9.55M +$26.9K +591 +0.3%
SCM
2
Seascape Capital Management
New Hampshire
$7.68M +$7.68M +168,731 New
ACP
3
Aveo Capital Partners
Colorado
$6.43M +$1.8M +39,537 +39%
WC
4
Whitney & Co
New York
$5.64M +$5.64M +124,073 New
CCA
5
Cravens & Co Advisors
Tennessee
$5.14M +$5.14M +112,952 New
LWMNY
6
Landmark Wealth Management (New York)
New York
$1.98M +$1.98M +43,417 New
FWM
7
Fortress Wealth Management
California
$1.93M -$615K -13,529 -24%
AFM
8
Andesa Financial Management
Pennsylvania
$1.12M +$1.12M +24,651 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$582K +$582K +12,786 New
RJA
10
Raymond James & Associates
Florida
$512K +$512K +11,265 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$470K +$470K +10,335 New
SA
12
Stewardship Advisors
Pennsylvania
$313K +$313K +6,892 New
Osaic Holdings
13
Osaic Holdings
Arizona
$247K +$247K +5,430 New
SCM
14
Stonehearth Capital Management
Massachusetts
$215K -$77.1K -1,696 -26%
BAM
15
Belpointe Asset Management
Nevada
$100K +$100K +2,202 New
CAL
16
Capital Analysts LLC
Pennsylvania
$25K +$25K +560 New
Barclays
17
Barclays
United Kingdom
$17K -$9.25M -199,633 -100%
Morgan Stanley
18
Morgan Stanley
New York
$15.9K -$9.1M -200,000 -100%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$10K -$6.27M -134,785 -100%
LC
20
Lindbrook Capital
California
$9.32K +$9.32K +205 New
CFGS
21
Concourse Financial Group Securities
Alabama
$8.87K +$8.87K +195 New
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$4.55K +$4.55K +100 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
– -$1.27K -27,140 Closed
Bank of New York Mellon
24
Bank of New York Mellon
New York
– -$365K -8,000 Closed
AFP
25
Ausdal Financial Partners
Iowa
– -$268K -5,872 Closed
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