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DoubleLine Commercial Real Estate Debt ETF
DCRE

48 hedge funds and large institutions have $169M invested in DoubleLine Commercial Real Estate Debt ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

42% more capital invested

Capital invested by funds: $119M → $169M (+$49.5M)

14% more funds holding

Funds holding: 42 → 48 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.65% less ownership

Funds ownership: 82.26% → 79.61% (-2.7%)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
17
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWP
Baldwin Wealth Partners
Massachusetts
+$10.1M
2
SI
Saxon Interests
Texas
+$5.29M
3
FIA
Foundations Investment Advisors
Arizona
+$4.3M
4
KCM
Kathmere Capital Management
Pennsylvania
+$3.96M
5
SA
Sanctuary Advisors
Indiana
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$1.01M
2
FM
Family Management
New York
-$615K
3
MFWM
Motley Fool Wealth Management
Virginia
-$553K
4
RJA
Raymond James & Associates
Florida
-$435K
5
Jane Street
Jane Street
New York
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Sugarloaf Wealth Management
Georgia
$706K -$8.78K -170 -1%
Citadel Advisors
27
Citadel Advisors
Florida
$585K -$2.38K -46 -0.4%
GWMIA
28
Global Wealth Management Investment Advisory
Florida
$572K +$569K +11,013 New
TCA
29
Transcend Capital Advisors
New Jersey
$545K +$541K +10,487 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$537K +$18.9K +366 +4%
NGA
31
Naples Global Advisors
Florida
$456K +$6.45K +125 +1%
MFS
32
Mattson Financial Services
Michigan
$385K -$1.39K -27 -0.4%
NS
33
NBC Securities
Alabama
$366K -$35K -678 -9%
JSW
34
Journey Strategic Wealth
New Jersey
$332K +$5.16K +100 +2%
Jane Street
35
Jane Street
New York
$290K -$179K -3,463 -38%
Franklin Resources
36
Franklin Resources
California
$252K – – –
SWM
37
SK Wealth Management
Rhode Island
$236K +$237K +4,592 New
UBS Group
38
UBS Group
Switzerland
$221K +$87.8K +1,700 +67%
NP
39
NorthRock Partners
Minnesota
$209K -$15.6K -303 -7%
SAA
40
Southeast Asset Advisors
Georgia
$206K – – –
Comerica Bank
41
Comerica Bank
Texas
$157K +$69.5K +1,346 +80%
TIM
42
Tortoise Investment Management
New York
$46.8K – – –
Morgan Stanley
43
Morgan Stanley
New York
$30.1K +$29.9K +580 New
Osaic Holdings
44
Osaic Holdings
Arizona
$24.9K -$1.96K -38 -7%
CFGS
45
Concourse Financial Group Securities
Alabama
$14.7K – – –
OP
46
ORG Partners
Indiana
$13.2K – – –
EWA
47
EverSource Wealth Advisors
Alabama
$2.86K – – –
CA
48
Continuum Advisory
Idaho
$205 +$206 +4 New
VF
49
Virtu Financial
New York
– -$1.01M -19,646 Closed
FM
50
Family Management
New York
– -$615K -11,972 Closed
1
2
3

DCRE Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q3 2024, worth a combined $169M — up 42% from $119M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DCRE positions and 6 closed out — a net gain of 6 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Baldwin Wealth Partners, opening a new position worth an estimated $10.1M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.01M sold.

  • 48 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q3 2024, up from 42 in Q2 2024.
  • Funds reported $169M of DoubleLine Commercial Real Estate Debt ETF stock for Q3 2024, up 42% quarter-over-quarter.
  • 12 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q3 2024 and 6 closed out, a net change of +6 holders.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q3 2024 was Baldwin Wealth Partners, an estimated $10.1M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q3 2024 was Virtu Financial, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2024.