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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

66 hedge funds and large institutions have $342M invested in DoubleLine Opportunistic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
0.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
29
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$89.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.42M
3
BI
3
Beckerman Institutional
New Jersey
$7.62M
4
Jane Street
4
Jane Street
New York
$1.77M
5
BIG
5
Boothe Investment Group
Delaware
$17.9M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.3M
2
OCM
2
One Capital Management
California
$9.56M
3
FIA
3
Foundations Investment Advisors
Arizona
$8.59M
4
UBS Group
4
UBS Group
Switzerland
$8.28M
5
ACP
5
Aveo Capital Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
1
Essential Planning
New Hampshire
$89.5M +$88.1M +1,915,211 +6,537%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$51.3M -$5.58M -123,251 -10%
SCM
3
Seascape Capital Management
New Hampshire
$21.7M +$61.4K +1,356 +0.3%
WC
4
Whitney & Co
New York
$19.6M +$522K +11,523 +3%
BIG
5
Boothe Investment Group
Delaware
$17.9M +$1.29M +28,502 +8%
Cerity Partners
6
Cerity Partners
New York
$13M -$169K -3,722 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.7M +$792K +17,484 +9%
CCA
8
Cravens & Co Advisors
Tennessee
$9.57M +$359K +7,934 +4%
OCM
9
One Capital Management
California
$9.56M -$3.71M -81,819 -28%
FIA
10
Foundations Investment Advisors
Arizona
$8.59M -$3.36M -74,158 -28%
WA
11
Waddell & Associates
Tennessee
$8.34M +$86.8K +1,917 +1%
UBS Group
12
UBS Group
Switzerland
$8.28M -$949K -20,958 -10%
BI
13
Beckerman Institutional
New Jersey
$7.62M +$2.09M +46,218 +38%
FA
14
Fortis Advisors
Pennsylvania
$7.33M -$177K -3,898 -2%
LWMNY
15
Landmark Wealth Management (New York)
New York
$5.98M +$270K +5,960 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.64M +$508K +11,220 +10%
PPWP
17
Premier Path Wealth Partners
New Jersey
$5.42M +$310K +6,836 +6%
OC
18
Optima Capital
Oregon
$4.84M +$4.84M +106,952 New
CWM
19
Congress Wealth Management
Massachusetts
$4.72M -$74.8K -1,652 -2%
AWM
20
Aprio Wealth Management
Georgia
$3.71M +$250K +5,522 +7%
Citadel Advisors
21
Citadel Advisors
Florida
$3.42M +$3.42M +75,623 New
PMWMG
22
Parr McKnight Wealth Management Group
Minnesota
$2.21M +$2.21M +48,878 New
CWG
23
Cornerstone Wealth Group
North Carolina
$2.15M +$223K +4,915 +12%
Jane Street
24
Jane Street
New York
$1.77M +$1.5M +33,038 +545%
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.72M +$306K +6,752 +22%
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