TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

46 hedge funds and large institutions have $155M invested in Thornburg Income Builder Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
20
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$14.2M
2
AAM
2
Advisors Asset Management
Colorado
$11.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$16.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.04M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$755K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$6.67M
3
DWM
3
DKM Wealth Management
California
$18.7M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
XT
5
XTX Topco
Cayman Islands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$0 9 – –
1 2
3