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DoubleLine Commercial Real Estate ETF
DCRE

Overview Fund Activity

60 hedge funds and large institutions have $190M invested in DoubleLine Commercial Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+12
Holders Change %
+25%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
20
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
Shufro Rose & Co
New York
$43.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.94M
3
GI
Gradient Investments
Minnesota
$22.6M
4
KCM
Kathmere Capital Management
Pennsylvania
$16.1M
5
Citadel Advisors
Citadel Advisors
Florida
$1.72M

Top Sellers

1
DE
Diversified Enterprises
Delaware
$255K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.69M
3
BWP
Baldwin Wealth Partners
Massachusetts
$4.09M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$647K
5
SAM
Smartleaf Asset Management
Massachusetts
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Optima Capital
Oregon
$810K +$810K +15,738 New
CWM
27
Congress Wealth Management
Massachusetts
$765K +$765K +14,863 New
SWM
28
Sugarloaf Wealth Management
Georgia
$754K +$54.6K +1,061 +8%
PAG
29
Private Advisor Group
New Jersey
$732K -$511K -9,927 -41%
SCM
30
Sunbeam Capital Management
Georgia
$719K +$719K +13,966 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$647K -$1.14M -22,110 -64%
GWMIA
32
Global Wealth Management Investment Advisory
Florida
$633K +$66.6K +1,295 +12%
CCP
33
Cushing Capital Partners
Wisconsin
$611K +$611K +11,880 New
Jane Street
34
Jane Street
New York
$593K +$305K +5,936 +106%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$569K +$569K +11,060 New
Bank of America
36
Bank of America
North Carolina
$544K +$544K +10,579 New
CSP
37
Cary Street Partners
Virginia
$515K +$515K +10,005 New
NGA
38
Naples Global Advisors
Florida
$497K +$46.1K +895 +10%
SAM
39
Smartleaf Asset Management
Massachusetts
$392K -$648K -12,601 -62%
MFS
40
Mattson Financial Services
Michigan
$367K -$22.9K -440 -6%
FFG
41
First Financial Group
North Carolina
$312K +$312K +6,060 New
DE
42
Diversified Enterprises
Delaware
$255K -$13.4M -260,567 -98%
JSW
43
Journey Strategic Wealth
New Jersey
$252K -$77.2K -1,500 -23%
Franklin Resources
44
Franklin Resources
California
$251K – – –
SWM
45
SK Wealth Management
Rhode Island
$237K +$1.13K +22 +0.5%
SAW
46
Signal Advisors Wealth
Michigan
$220K +$220K +4,285 New
UBS Group
47
UBS Group
Switzerland
$219K – – –
NP
48
NorthRock Partners
Minnesota
$209K +$2.47K +48 +1%
SAA
49
Southeast Asset Advisors
Georgia
$204K – – –
Comerica Bank
50
Comerica Bank
Texas
$156K – – –
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