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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

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.

Holders
43
Holders Change
+11
Holders Change %
+34.38%
% of All Funds
0.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
13
Increased
24
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$26.2M
2
FA
2
Fortis Advisors
Pennsylvania
$5.06M
3
SA
3
Stewardship Advisors
Pennsylvania
$12.1M
4
Jane Street
4
Jane Street
New York
$7.21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.93M

Top Sellers

1
PWM
1
Pinnacle Wealth Management
California
$0
2
BIG
2
Boothe Investment Group
Delaware
$20.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.25M
4
ACP
4
Aveo Capital Partners
Colorado
$678K
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$26.2M 593,943 +593,943 New
BIG
2
Boothe Investment Group
Delaware
$20.5M 464,794 -175,616 -27%
SCM
3
Seascape Capital Management
New Hampshire
$17.7M 401,176 +19,666 +5%
WC
4
Whitney & Co
New York
$16M 362,182 +4,580 +1%
CWM
5
Congress Wealth Management
Massachusetts
$13.2M 298,856 +28,420 +11%
SA
6
Stewardship Advisors
Pennsylvania
$12.1M 274,377 +110,905 +68%
CCA
7
Cravens & Co Advisors
Tennessee
$7.77M 176,137 +826 +0.5%
Jane Street
8
Jane Street
New York
$7.21M 163,341 +110,596 +210%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7M 158,549 +17,100 +12%
UBS Group
10
UBS Group
Switzerland
$6.16M 139,726 +11,530 +9%
FA
11
Fortis Advisors
Pennsylvania
$5.06M 114,750 +114,750 New
LWMNY
12
Landmark Wealth Management (New York)
New York
$4.72M 107,006 +3,827 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$3.93M 89,064 +81,671 +1,105%
WA
14
Waddell & Associates
Tennessee
$3.59M 81,298 +81,298 New
AWM
15
Aprio Wealth Management
Georgia
$2.46M 55,809 +55,809 New
MML Investors Services
16
MML Investors Services
Massachusetts
$1.91M 43,188 +9,875 +30%
BCM
17
Beaumont Capital Management
Massachusetts
$1.48M 33,645 +2,013 +6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$1.25M 28,338 -143,538 -84%
CWG
19
Cornerstone Wealth Group
North Carolina
$1.12M 25,294 +1,159 +5%
AI
20
Atria Investments
North Carolina
$1.08M 24,381 +24,381 New
Osaic Holdings
21
Osaic Holdings
Arizona
$845K 19,160 +2,856 +18%
FWM
22
Fortress Wealth Management
California
$843K 19,098 +96 +0.5%
BFA
23
Beaumont Financial Advisors
Massachusetts
$782K 17,727 +780 +5%
ACP
24
Aveo Capital Partners
Colorado
$678K 15,357 -29,411 -66%
RJA
25
Raymond James & Associates
Florida
$616K 13,951 +3,705 +36%
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