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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

53 hedge funds and large institutions have $201M invested in DoubleLine Opportunistic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
20
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.1M
2
SCM
2
Seascape Capital Management
New Hampshire
$22.4M
3
PPWP
3
Premier Path Wealth Partners
New Jersey
$2.82M
4
LSA
4
L & S Advisors
California
$1.46M
5
Jane Street
5
Jane Street
New York
$2.15M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$1.97M
2
BIG
2
Boothe Investment Group
Delaware
$15.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.86M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$285K
5
PFA
5
Pettinga Financial Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.1M +$7.25M +158,079 +25%
SCM
2
Seascape Capital Management
New Hampshire
$22.4M +$3.8M +82,810 +20%
WC
3
Whitney & Co
New York
$18.7M +$831K +18,118 +5%
BIG
4
Boothe Investment Group
Delaware
$15.1M -$6.15M -133,980 -29%
Cerity Partners
5
Cerity Partners
New York
$14.3M -$148K -3,228 -1%
OCM
6
One Capital Management
California
$12.8M +$1.34M +29,235 +12%
WA
7
Waddell & Associates
Tennessee
$8.41M -$44.6K -973 -0.5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.33M +$215K +4,688 +3%
CCA
9
Cravens & Co Advisors
Tennessee
$8.29M +$379K +8,257 +5%
UBS Group
10
UBS Group
Switzerland
$6.48M +$687K +14,979 +12%
LWMNY
11
Landmark Wealth Management (New York)
New York
$5.43M +$285K +6,209 +6%
FA
12
Fortis Advisors
Pennsylvania
$5.33M +$21.4K +466 +0.4%
CWM
13
Congress Wealth Management
Massachusetts
$4.93M -$66.3K -1,446 -1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.86M -$2.23M -48,593 -37%
AWM
15
Aprio Wealth Management
Georgia
$3.37M +$556K +12,113 +20%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.21M +$264K +5,750 +9%
PPWP
17
Premier Path Wealth Partners
New Jersey
$2.82M +$2.82M +53,040 New
Jane Street
18
Jane Street
New York
$2.15M +$1.42M +31,007 +196%
SA
19
Stewardship Advisors
Pennsylvania
$1.97M -$10.3M -223,928 -84%
CWG
20
Cornerstone Wealth Group
North Carolina
$1.84M +$54.5K +1,187 +3%
LSA
21
L & S Advisors
California
$1.46M +$1.46M +31,930 New
AFP
22
Ausdal Financial Partners
Iowa
$1.21M +$1.21M +26,305 New
BCM
23
Beaumont Capital Management
Massachusetts
$1.19M -$129K -2,820 -10%
EP
24
Essential Planning
New Hampshire
$1.03M – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$987K +$121K +2,643 +14%
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