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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

30 hedge funds and large institutions have $110M invested in DoubleLine Opportunistic Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
11
Increased
13
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIG
1
Boothe Investment Group
Delaware
$29.2M
2
WC
2
Whitney & Co
New York
$16.3M
3
SA
3
Stewardship Advisors
Pennsylvania
$7.35M
4
SCM
4
Seascape Capital Management
New Hampshire
$12.5M
5
ACP
5
Aveo Capital Partners
Colorado
$10.9M

Top Sellers

1
FWM
1
Fortress Wealth Management
California
$1.21M
2
RJA
2
Raymond James & Associates
Florida
$482K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$458K
4
Barclays
4
Barclays
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
1
Boothe Investment Group
Delaware
$29.2M +$29.2M +624,634 New
WC
2
Whitney & Co
New York
$16.3M +$10.5M +225,829 +182%
SCM
3
Seascape Capital Management
New Hampshire
$12.5M +$4.59M +98,351 +58%
CWM
4
Congress Wealth Management
Massachusetts
$11M +$1.23M +26,241 +12%
ACP
5
Aveo Capital Partners
Colorado
$10.9M +$4.32M +92,551 +66%
SA
6
Stewardship Advisors
Pennsylvania
$7.35M +$7.03M +150,582 +2,185%
CCA
7
Cravens & Co Advisors
Tennessee
$7.33M +$2.05M +43,910 +39%
LWMNY
8
Landmark Wealth Management (New York)
New York
$4.65M +$2.62M +56,070 +129%
AFM
9
Andesa Financial Management
Pennsylvania
$1.75M +$1.07M +38,731 +157%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.7M +$1.1M +23,523 +184%
FWM
11
Fortress Wealth Management
California
$1.21M -$766K -16,398 -39%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.1M +$1.1M +23,581 New
CWG
13
Cornerstone Wealth Group
North Carolina
$1.09M +$1.09M +23,312 New
TI
14
Tidal Investments
Wisconsin
$616K +$616K +13,182 New
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$544K +$544K +11,645 New
RJA
16
Raymond James & Associates
Florida
$482K -$43.9K -940 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$458K -$24.2K -519 -5%
EP
18
Essential Planning
New Hampshire
$349K +$349K +7,464 New
Osaic Holdings
19
Osaic Holdings
Arizona
$259K +$5.6K +120 +2%
Jane Street
20
Jane Street
New York
$253K +$253K +5,419 New
SCM
21
Stonehearth Capital Management
Massachusetts
$248K +$27K +579 +12%
BAM
22
Belpointe Asset Management
Nevada
$103K +$420 +9 +0.4%
UBS Group
23
UBS Group
Switzerland
$57.1K +$57.1K +1,223 New
GWS
24
Glassman Wealth Services
Virginia
$41.9K +$41.9K +897 New
CAL
25
Capital Analysts LLC
Pennsylvania
$26K – – –
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