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DoubleLine Opportunistic Bond ETF

82 hedge funds and large institutions have $481M invested in DoubleLine Opportunistic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 16

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $394M → $481M (+$87.2M)

6% more funds holding

Funds holding: 7782 (+5)

6.48% more ownership

Funds ownership: 81.06%87.53% (+6.5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
10
Increased
45
Reduced
16
Closed
4
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
$63.7M +$12.1M +262,597 +24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.2M +$13.9M +300,484 +86%
BIG
3
Boothe Investment Group
Delaware
$29.6M +$2M +43,243 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$28.9M +$10.5M +226,685 +57%
SCM
5
Seascape Capital Management
New Hampshire
$28.8M +$856K +18,534 +3%
UBS Group
6
UBS Group
Switzerland
$27.2M +$719K +15,569 +3%
FIA
7
Foundations Investment Advisors
Arizona
$25.2M +$6.78M +146,881 +37%
WC
8
Whitney & Co
New York
$23.9M +$1.28M +27,795 +6%
BFWA
9
Benchmark Financial Wealth Advisors
Florida
$19.3M +$2.17M +47,109 +13%
ACA
10
Aptus Capital Advisors
Alabama
$14M +$13.9M +300,463 New
GWANC
11
Guardian Wealth Advisors (North Carolina)
North Carolina
$14M +$13.9M +300,463 New
Cerity Partners
12
Cerity Partners
New York
$12.9M -$125K -2,713 -1%
CCA
13
Cravens & Co Advisors
Tennessee
$10.2M +$370K +8,023 +4%
FA
14
Fortis Advisors
Pennsylvania
$9.71M +$2.34M +50,643 +32%
BI
15
Beckerman Institutional
New Jersey
$9.39M +$597K +12,934 +7%
WA
16
Waddell & Associates
Tennessee
$8.47M -$22K -476 -0.3%
VWA
17
Visionary Wealth Advisors
Illinois
$8.45M +$178K +3,858 +2%
OC
18
Optima Capital
Oregon
$8.4M +$1.13M +24,501 +16%
AWM
19
Aprio Wealth Management
Georgia
$8.18M +$697K +15,091 +9%
HFA
20
Hippocratic Financial Advisors
California
$7.37M +$778K +16,857 +12%
PPWP
21
Premier Path Wealth Partners
New Jersey
$6.7M +$379K +8,200 +6%
MML Investors Services
22
MML Investors Services
Massachusetts
$6.67M +$28.3K +612 +0.4%
CSP
23
Cary Street Partners
Virginia
$6.64M +$458K +9,913 +7%
AFP
24
Ausdal Financial Partners
Iowa
$6.34M +$696K +15,081 +12%
SWA
25
Stratos Wealth Advisors
Ohio
$6.31M +$1.21M +26,141 +24%

DBND Hedge Fund Activity: Q3 2025 in Review

82 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q3 2025, worth a combined $481M — up 22% from $394M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DBND positions and 4 closed out — a net gain of 6 holders — while 45 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.9M. The largest seller was One Capital Management, exiting entirely with an estimated $9.02M sold.

  • 82 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $481M of DoubleLine Opportunistic Bond ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 10 funds opened new DoubleLine Opportunistic Bond ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $13.9M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q3 2025 was One Capital Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2025.