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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

49 hedge funds and large institutions have $200M invested in DoubleLine Opportunistic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$14.5M
2
OCM
2
One Capital Management
California
$11.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.13M
4
WA
4
Waddell & Associates
Tennessee
$8.53M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$5.04M
2
Jane Street
2
Jane Street
New York
$731K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AI
4
Atria Investments
North Carolina
$0
5
UBS Group
5
UBS Group
Switzerland
$5.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$29M 627,690 +33,747 +6%
BIG
2
Boothe Investment Group
Delaware
$21.4M 462,081 -2,713 -0.6%
SCM
3
Seascape Capital Management
New Hampshire
$18.7M 404,887 +3,711 +0.9%
WC
4
Whitney & Co
New York
$18M 388,516 +26,334 +7%
Cerity Partners
5
Cerity Partners
New York
$14.5M 314,558 +314,558 New
SA
6
Stewardship Advisors
Pennsylvania
$12.3M 266,861 -7,516 -3%
OCM
7
One Capital Management
California
$11.5M 248,665 +248,665 New
WA
8
Waddell & Associates
Tennessee
$8.53M 184,382 +103,084 +127%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.18M 176,921 +18,372 +12%
CCA
10
Cravens & Co Advisors
Tennessee
$7.98M 172,488 -3,649 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.13M 132,622 +119,200 +888%
UBS Group
12
UBS Group
Switzerland
$5.84M 126,212 -13,514 -10%
FA
13
Fortis Advisors
Pennsylvania
$5.35M 115,631 +881 +0.8%
LWMNY
14
Landmark Wealth Management (New York)
New York
$5.18M 112,050 +5,044 +5%
CWM
15
Congress Wealth Management
Massachusetts
$5.04M 108,891 -189,965 -64%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.97M 64,184 +20,996 +49%
AWM
17
Aprio Wealth Management
Georgia
$2.83M 61,243 +5,434 +10%
CWG
18
Cornerstone Wealth Group
North Carolina
$1.8M 38,972 +13,678 +54%
BCM
19
Beaumont Capital Management
Massachusetts
$1.33M 28,840 -4,805 -14%
EP
20
Essential Planning
New Hampshire
$1.03M 22,354 +9,762 +78%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$923K 19,955 +6,913 +53%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$873K 18,866 +18,866 New
BCM
23
Bienville Capital Management
New York
$856K 18,510 +18,510 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$845K 18,270 -10,068 -36%
BFA
25
Beaumont Financial Advisors
Massachusetts
$831K 17,961 +234 +1%
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