DBND icon

DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

56 hedge funds and large institutions have $255M invested in DoubleLine Opportunistic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
22
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$12.5M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$59.5M
3
UBS Group
3
UBS Group
Switzerland
$9.66M
4
FA
4
Fortis Advisors
Pennsylvania
$7.85M
5
Comerica Bank
5
Comerica Bank
Texas
$474K

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$516K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.32M
5
SCM
5
Seascape Capital Management
New Hampshire
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$59.5M +$10.9M +229,427 +22%
SCM
2
Seascape Capital Management
New Hampshire
$22.7M -$649K -13,696 -3%
WC
3
Whitney & Co
New York
$19.9M +$434K +9,170 +2%
BIG
4
Boothe Investment Group
Delaware
$17.3M +$275K +5,804 +2%
OCM
5
One Capital Management
California
$13.9M +$406K +8,579 +3%
Cerity Partners
6
Cerity Partners
New York
$13.7M -$389K -8,213 -3%
FIA
7
Foundations Investment Advisors
Arizona
$12.5M +$11.2M +236,606 +872%
UBS Group
8
UBS Group
Switzerland
$9.66M +$3M +63,337 +45%
CCA
9
Cravens & Co Advisors
Tennessee
$9.63M -$450K -9,509 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.32M -$700K -14,787 -7%
WA
11
Waddell & Associates
Tennessee
$8.63M -$110K -2,321 -1%
FA
12
Fortis Advisors
Pennsylvania
$7.85M +$2.36M +49,871 +43%
LWMNY
13
Landmark Wealth Management (New York)
New York
$5.98M +$148K +3,116 +3%
BI
14
Beckerman Institutional
New Jersey
$5.78M +$5.78M +121,960 New
MML Investors Services
15
MML Investors Services
Massachusetts
$5.37M +$289K +6,106 +6%
PPWP
16
Premier Path Wealth Partners
New Jersey
$5.34M +$397K +8,378 +8%
CWM
17
Congress Wealth Management
Massachusetts
$5.01M -$25.8K -544 -0.5%
AWM
18
Aprio Wealth Management
Georgia
$3.62M -$43.6K -920 -1%
CWG
19
Cornerstone Wealth Group
North Carolina
$2.02M +$62.3K +1,316 +3%
LSA
20
L & S Advisors
California
$1.51M – – –
AQR Capital Management
21
AQR Capital Management
Connecticut
$1.48M +$279K +5,896 +23%
AFP
22
Ausdal Financial Partners
Iowa
$1.41M +$31.5K +666 +2%
EP
23
Essential Planning
New Hampshire
$1.39M -$54.1K -1,142 -4%
BCM
24
Beaumont Capital Management
Massachusetts
$1.22M -$61K -1,289 -5%
BFA
25
Beaumont Financial Advisors
Massachusetts
$1.14M +$236K +4,987 +26%
1
2 3