DoubleLine Opportunistic Bond ETF
DBND
43 hedge funds and large institutions have $169M invested in DoubleLine Opportunistic Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 2 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 3
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
34% more funds holding
Funds holding: 32 → 43 (+11)
20% more capital invested
Capital invested by funds: $141M → $169M (+$28.5M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
208.67% less ownership
Funds ownership: 298.7% → 90.04% (-209%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$26.9M |
| 2 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$5.19M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$5.02M |
| 4 |
Jane Street
New York
|
+$5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Pinnacle Wealth Management
Roseville,
California
|
-$8.19M |
| 2 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$7.94M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$6.49M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.33M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$4.62K |
DBND Hedge Fund Activity: Q3 2023 in Review
43 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q3 2023, worth a combined $169M — up 20% from $141M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DBND positions and 2 closed out — a net gain of 11 holders — while 24 added to existing stakes and 3 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $26.9M. The largest seller was Pinnacle Wealth Management, exiting entirely with an estimated $8.19M sold.
- 43 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q3 2023, up from 32 in Q2 2023.
- Funds reported $169M of DoubleLine Opportunistic Bond ETF stock for Q3 2023, up 20% quarter-over-quarter.
- 13 funds opened new DoubleLine Opportunistic Bond ETF positions in Q3 2023 and 2 closed out, a net change of +11 holders.
- The largest DoubleLine Opportunistic Bond ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $26.9M added.
- The largest DoubleLine Opportunistic Bond ETF seller in Q3 2023 was Pinnacle Wealth Management, an estimated $8.19M sold.
Based on aggregated 13F filings for Q3 2023.