DBND icon

DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

32 hedge funds and large institutions have $141M invested in DoubleLine Opportunistic Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.5%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
8
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$7.94M
2
UBS Group
2
UBS Group
Switzerland
$5.92M
3
SCM
3
Seascape Capital Management
New Hampshire
$17.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.53M
5
Jane Street
5
Jane Street
New York
$2.44M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$2.07M
2
FWM
2
Fortress Wealth Management
California
$878K
3
BAM
3
Belpointe Asset Management
Nevada
$0
4
GWS
4
Glassman Wealth Services
Virginia
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$505K
Name Market Value Shares Shares
Change 		Shares
Change %
BIG
1
Boothe Investment Group
Delaware
$29.6M 640,410 +15,776 +3%
SCM
2
Seascape Capital Management
New Hampshire
$17.6M 381,510 +114,428 +43%
WC
3
Whitney & Co
New York
$16.5M 357,602 +7,700 +2%
CWM
4
Congress Wealth Management
Massachusetts
$12.5M 270,436 +34,183 +14%
PWM
5
Pinnacle Wealth Management
California
$8.19M 177,349 +177,349 New
CCA
6
Cravens & Co Advisors
Tennessee
$8.1M 175,311 +18,449 +12%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$7.94M 171,876 +171,876 New
SA
8
Stewardship Advisors
Pennsylvania
$7.55M 163,472 +5,998 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.53M 141,449 +105,140 +290%
UBS Group
10
UBS Group
Switzerland
$5.92M 128,196 +126,973 +10,382%
LWMNY
11
Landmark Wealth Management (New York)
New York
$4.77M 103,179 +3,692 +4%
Jane Street
12
Jane Street
New York
$2.44M 52,745 +47,326 +873%
ACP
13
Aveo Capital Partners
Colorado
$2.07M 44,768 -189,048 -81%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.54M 33,313 +9,732 +41%
BCM
15
Beaumont Capital Management
Massachusetts
$1.46M 31,632 +31,632 New
CWG
16
Cornerstone Wealth Group
North Carolina
$1.11M 24,135 +823 +4%
FWM
17
Fortress Wealth Management
California
$878K 19,002 -6,988 -27%
BFA
18
Beaumont Financial Advisors
Massachusetts
$783K 16,947 +16,947 New
Osaic Holdings
19
Osaic Holdings
Arizona
$753K 16,304 +10,754 +194%
TI
20
Tidal Investments
Wisconsin
$606K 13,133 -49 -0.4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$568K 12,303 +12,303 New
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$505K 10,945 -700 -6%
AWM
23
Axxcess Wealth Management
California
$478K 10,348 +10,348 New
RJA
24
Raymond James & Associates
Florida
$473K 10,246 -79 -0.8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$449K 9,726 -90 -0.9%
1
2