DoubleLine Commercial Real Estate Debt ETF
DCRE
32 hedge funds and large institutions have $87.6M invested in DoubleLine Commercial Real Estate Debt ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
33% more funds holding
Funds holding: 24 → 32 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
0% less capital invested
Capital invested by funds: $87.9M → $87.6M (-$328K)
64.78% less ownership
Funds ownership: 143.92% → 79.14% (-65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$1.55M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$1.5M |
| 3 |
KIA
KLR Investment Advisors
Providence,
Rhode Island
|
+$1.27M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$1.14M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.93M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$704K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$399K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$277K |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $18.2K | +$18.1K | +355 | New |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $16.6K | +$16.5K | +323 | New |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $14.5K | +$511 | +10 | +4% |
|
|
CA
29
CoreCap Advisors
Southfield,
Michigan
| $4.25K | +$4.24K | +83 | New |
|
|
EWA
30
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.81K | +$2.81K | +55 | New |
|
|
SAM
31
Smartleaf Asset Management
Boston,
Massachusetts
| $821 | +$817 | +16 | New |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $563 | +$562 | +11 | New |
|
|
CWM
33
Curi Wealth Management
Raleigh,
North Carolina
| – | -$6.09M | -119,603 | Closed |
|
|
PAG
34
Private Advisor Group
Morristown,
New Jersey
| – | -$704K | -13,838 | Closed |
|
|
OMC
35
Old Mission Capital
Chicago,
Illinois
| – | -$399K | -7,842 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$1.32K | -26 | Closed |
|
DCRE Hedge Fund Activity: Q1 2024 in Review
32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q1 2024, worth a combined $87.6M — down 0.37% from $87.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DCRE positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $1.55M. The largest seller was Jane Street, cutting an estimated $3.93M.
- 32 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q1 2024, up from 24 in Q4 2023.
- Funds reported $87.6M of DoubleLine Commercial Real Estate Debt ETF stock for Q1 2024, down 0.37% quarter-over-quarter.
- 12 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
- The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q1 2024 was Motley Fool Wealth Management, an estimated $1.55M added.
- The largest DoubleLine Commercial Real Estate Debt ETF seller in Q1 2024 was Jane Street, an estimated $3.93M sold.
Based on aggregated 13F filings for Q1 2024.