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DoubleLine Opportunistic Bond ETF

51 hedge funds and large institutions have $217M invested in DoubleLine Opportunistic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

8% more capital invested

Capital invested by funds: $201M → $217M (+$16.9M)

0.68% more ownership

Funds ownership: 77.63%78.32% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 5351 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
24
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$46.6M +$10.9M +240,768 +31%
SCM
2
Seascape Capital Management
New Hampshire
$22.4M +$220K +4,878 +1%
WC
3
Whitney & Co
New York
$18.7M +$239K +5,304 +1%
BIG
4
Boothe Investment Group
Delaware
$16.2M +$1.45M +32,213 +10%
Cerity Partners
5
Cerity Partners
New York
$13.5M -$593K -13,139 -4%
OCM
6
One Capital Management
California
$12.9M +$291K +6,438 +2%
CCA
7
Cravens & Co Advisors
Tennessee
$9.66M +$1.45M +32,100 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.61M +$1.35M +29,973 +17%
WA
9
Waddell & Associates
Tennessee
$8.38M +$52.4K +1,161 +0.6%
UBS Group
10
UBS Group
Switzerland
$6.38M -$29K -643 -0.5%
LWMNY
11
Landmark Wealth Management (New York)
New York
$5.59M +$216K +4,781 +4%
FA
12
Fortis Advisors
Pennsylvania
$5.26M -$7.18K -159 -0.1%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.87M +$1.68M +37,315 +53%
CWM
14
Congress Wealth Management
Massachusetts
$4.83M -$50.8K -1,126 -1%
PPWP
15
Premier Path Wealth Partners
New Jersey
$4.74M +$2.32M +51,321 +97%
AWM
16
Aprio Wealth Management
Georgia
$3.51M +$177K +3,919 +5%
NA
17
NewEdge Advisors
Louisiana
$3.44M +$3.42M +75,698 New
Citadel Advisors
18
Citadel Advisors
Florida
$2.09M +$1.67M +37,003 +408%
CWG
19
Cornerstone Wealth Group
North Carolina
$1.87M +$51.2K +1,134 +3%
LSA
20
L & S Advisors
California
$1.45M
EP
21
Essential Planning
New Hampshire
$1.38M +$365K +8,084 +36%
AFP
22
Ausdal Financial Partners
Iowa
$1.32M +$124K +2,752 +10%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.25M -$2.55M -56,596 -67%
FIA
24
Foundations Investment Advisors
Arizona
$1.23M +$1.22M +27,139 New
BCM
25
Beaumont Capital Management
Massachusetts
$1.22M +$41.7K +925 +4%

DBND Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q2 2024, worth a combined $217M — up 8.4% from $201M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DBND and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 24 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $10.9M. The largest seller was Susquehanna International Group, cutting an estimated $2.55M.

  • 51 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q2 2024, down from 53 in Q1 2024.
  • Funds reported $217M of DoubleLine Opportunistic Bond ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 4 funds opened new DoubleLine Opportunistic Bond ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $10.9M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q2 2024 was Susquehanna International Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2024.