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DoubleLine Opportunistic Bond ETF

77 hedge funds and large institutions have $394M invested in DoubleLine Opportunistic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $326M → $394M (+$68.6M)

8% more funds holding

Funds holding: 7177 (+6)

4.21% more ownership

Funds ownership: 76.84%81.06% (+4.2%)

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.01%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
12
Increased
36
Reduced
16
Closed
6
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
$51.2M -$131K -2,873 -0.3%
SCM
2
Seascape Capital Management
New Hampshire
$27.7M +$2.65M +57,962 +11%
BIG
3
Boothe Investment Group
Delaware
$27.4M +$1.76M +38,524 +7%
UBS Group
4
UBS Group
Switzerland
$26.3M +$890K +19,505 +4%
WC
5
Whitney & Co
New York
$22.5M +$1.35M +29,569 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$18.3M +$13.4M +293,626 +290%
FIA
7
Foundations Investment Advisors
Arizona
$18.2M +$8.05M +176,370 +81%
BFWA
8
Benchmark Financial Wealth Advisors
Florida
$17M +$1.25M +27,358 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.1M +$639K +13,993 +4%
Cerity Partners
10
Cerity Partners
New York
$12.9M -$257K -5,640 -2%
CCA
11
Cravens & Co Advisors
Tennessee
$9.8M +$8.26K +181 +0.1%
OCM
12
One Capital Management
California
$9.02M +$96.7K +2,119 +1%
BI
13
Beckerman Institutional
New Jersey
$8.74M +$626K +13,721 +8%
WA
14
Waddell & Associates
Tennessee
$8.44M -$209K -4,585 -2%
VWA
15
Visionary Wealth Advisors
Illinois
$8.22M +$8.11M +177,754 New
AWM
16
Aprio Wealth Management
Georgia
$7.44M +$2.36M +51,746 +47%
FA
17
Fortis Advisors
Pennsylvania
$7.31M -$169K -3,710 -2%
OC
18
Optima Capital
Oregon
$7.22M +$830K +18,175 +13%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.6M +$654K +14,323 +11%
HFA
20
Hippocratic Financial Advisors
California
$6.54M +$6.46M +141,462 New
PPWP
21
Premier Path Wealth Partners
New Jersey
$6.28M +$252K +5,525 +4%
CSP
22
Cary Street Partners
Virginia
$6.14M +$6.06M +132,691 New
LWMNY
23
Landmark Wealth Management (New York)
New York
$5.86M -$84.2K -1,844 -1%
EW
24
Elyxium Wealth
California
$5.8M +$4.55M +99,767 +387%
AFP
25
Ausdal Financial Partners
Iowa
$5.6M +$1.28M +28,081 +30%

DBND Hedge Fund Activity: Q2 2025 in Review

77 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q2 2025, worth a combined $394M — up 21% from $326M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DBND positions and 6 closed out — a net gain of 6 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.91M sold.

  • 77 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $394M of DoubleLine Opportunistic Bond ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 12 funds opened new DoubleLine Opportunistic Bond ETF positions in Q2 2025 and 6 closed out, a net change of +6 holders.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q2 2025 was Raymond James Financial, an estimated $13.4M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2025.