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DoubleLine Commercial Real Estate ETF
DCRE

Overview Fund Activity

48 hedge funds and large institutions have $169M invested in DoubleLine Commercial Real Estate 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
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

1
BWP
Baldwin Wealth Partners
Massachusetts
$10.1M
2
SI
Saxon Interests
Texas
$5.32M
3
FIA
Foundations Investment Advisors
Arizona
$5.2M
4
KCM
Kathmere Capital Management
Pennsylvania
$13.3M
5
SA
Sanctuary Advisors
Indiana
$19.5M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
FM
Family Management
New York
$0
3
MFWM
Motley Fool Wealth Management
Virginia
$14.4M
4
RJA
Raymond James & Associates
Florida
$4.05M
5
Jane Street
Jane Street
New York
$290K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Sugarloaf Wealth Management
Georgia
$706K -$8.84K -170 -1%
Citadel Advisors
27
Citadel Advisors
Florida
$585K -$2.39K -46 -0.4%
GWMIA
28
Global Wealth Management Investment Advisory
Florida
$572K +$572K +11,013 New
TCA
29
Transcend Capital Advisors
New Jersey
$545K +$545K +10,487 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$537K +$19K +366 +4%
NGA
31
Naples Global Advisors
Florida
$456K +$6.5K +125 +1%
MFS
32
Mattson Financial Services
Michigan
$385K -$1.39K -27 -0.4%
NS
33
NBC Securities
Alabama
$366K -$35.2K -678 -9%
JSW
34
Journey Strategic Wealth
New Jersey
$332K +$5.2K +100 +2%
Jane Street
35
Jane Street
New York
$290K -$180K -3,463 -38%
Franklin Resources
36
Franklin Resources
California
$252K – – –
SWM
37
SK Wealth Management
Rhode Island
$236K +$236K +4,592 New
UBS Group
38
UBS Group
Switzerland
$221K +$88.4K +1,700 +67%
NP
39
NorthRock Partners
Minnesota
$209K -$15.8K -303 -7%
SAA
40
Southeast Asset Advisors
Georgia
$206K – – –
Comerica Bank
41
Comerica Bank
Texas
$157K +$70K +1,346 +80%
TIM
42
Tortoise Investment Management
New York
$46.8K – – –
Morgan Stanley
43
Morgan Stanley
New York
$30.1K +$30.1K +580 New
Osaic Holdings
44
Osaic Holdings
Arizona
$25K -$1.98K -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 +$205 +4 New
VF
49
Virtu Financial
New York
– -$1.01M -19,646 Closed
FM
50
Family Management
New York
– -$615K -11,972 Closed
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