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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

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.

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
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$46.6M
2
NA
2
NewEdge Advisors
Louisiana
$3.44M
3
PPWP
3
Premier Path Wealth Partners
New Jersey
$4.74M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.87M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.09M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.25M
2
Jane Street
2
Jane Street
New York
$0
3
SA
3
Stewardship Advisors
Pennsylvania
$966K
4
BCM
4
Bienville Capital Management
New York
$0
5
Cerity Partners
5
Cerity Partners
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$221K +4,878 +1%
WC
3
Whitney & Co
New York
$18.7M +$241K +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 -$597K -13,139 -4%
OCM
6
One Capital Management
California
$12.9M +$292K +6,438 +2%
CCA
7
Cravens & Co Advisors
Tennessee
$9.66M +$1.46M +32,100 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.61M +$1.36M +29,973 +17%
WA
9
Waddell & Associates
Tennessee
$8.38M +$52.7K +1,161 +0.6%
UBS Group
10
UBS Group
Switzerland
$6.38M -$29.2K -643 -0.5%
LWMNY
11
Landmark Wealth Management (New York)
New York
$5.59M +$217K +4,781 +4%
FA
12
Fortis Advisors
Pennsylvania
$5.26M -$7.22K -159 -0.1%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.87M +$1.69M +37,315 +53%
CWM
14
Congress Wealth Management
Massachusetts
$4.83M -$51.1K -1,126 -1%
PPWP
15
Premier Path Wealth Partners
New Jersey
$4.74M +$2.33M +51,321 +97%
AWM
16
Aprio Wealth Management
Georgia
$3.51M +$178K +3,919 +5%
NA
17
NewEdge Advisors
Louisiana
$3.44M +$3.44M +75,698 New
Citadel Advisors
18
Citadel Advisors
Florida
$2.09M +$1.68M +37,003 +408%
CWG
19
Cornerstone Wealth Group
North Carolina
$1.87M +$51.5K +1,134 +3%
LSA
20
L & S Advisors
California
$1.45M – – –
EP
21
Essential Planning
New Hampshire
$1.38M +$367K +8,084 +36%
AFP
22
Ausdal Financial Partners
Iowa
$1.32M +$125K +2,752 +10%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.25M -$2.57M -56,596 -67%
FIA
24
Foundations Investment Advisors
Arizona
$1.23M +$1.23M +27,139 New
BCM
25
Beaumont Capital Management
Massachusetts
$1.22M +$42K +925 +4%
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