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DoubleLine Opportunistic Bond ETF

70 hedge funds and large institutions have $325M invested in DoubleLine Opportunistic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.95%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
28
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.2M -$1.09M -23,609 -2%
BIG
2
Boothe Investment Group
Delaware
$25.6M +$7.4M +160,379 +41%
UBS Group
3
UBS Group
Switzerland
$25.3M +$16.9M +365,897 +200%
SCM
4
Seascape Capital Management
New Hampshire
$25M +$2.84M +61,570 +13%
WC
5
Whitney & Co
New York
$21.1M +$1.11M +23,984 +6%
BFWA
6
Benchmark Financial Wealth Advisors
Florida
$15.7M +$15.7M +340,350 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.5M +$5.57M +120,641 +56%
Cerity Partners
8
Cerity Partners
New York
$13.2M -$53.2K -1,152 -0.4%
FIA
9
Foundations Investment Advisors
Arizona
$10M +$1.29M +27,877 +15%
CCA
10
Cravens & Co Advisors
Tennessee
$9.78M +$25.9K +560 +0.3%
OCM
11
One Capital Management
California
$8.91M -$836K -18,115 -9%
WA
12
Waddell & Associates
Tennessee
$8.63M +$132K +2,852 +2%
BI
13
Beckerman Institutional
New Jersey
$8.09M +$324K +7,023 +4%
FA
14
Fortis Advisors
Pennsylvania
$7.47M -$4.57K -99 -0.1%
OC
15
Optima Capital
Oregon
$6.37M +$1.43M +30,943 +29%
PPWP
16
Premier Path Wealth Partners
New Jersey
$6.02M +$496K +10,738 +9%
LWMNY
17
Landmark Wealth Management (New York)
New York
$5.94M -$161K -3,477 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.93M +$176K +3,804 +3%
AWM
19
Aprio Wealth Management
Georgia
$5.03M +$1.25M +27,176 +33%
Raymond James Financial
20
Raymond James Financial
Florida
$4.68M +$4.17M +90,309 +824%
CWM
21
Congress Wealth Management
Massachusetts
$4.51M -$297K -6,430 -6%
AFP
22
Ausdal Financial Partners
Iowa
$4.3M +$2.95M +63,837 +218%
BWA
23
BlueChip Wealth Advisors
Georgia
$3.19M +$2.23M +48,372 +234%
SWA
24
Stratos Wealth Advisors
Ohio
$2.43M +$2.43M +52,686 New
Jane Street
25
Jane Street
New York
$2.31M +$506K +10,959 +28%