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DoubleLine Commercial Real Estate ETF
DCRE

Overview Fund Activity

57 hedge funds and large institutions have $183M invested in DoubleLine Commercial Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
23
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WC
Whitney & Co
New York
$7.75M
2
VF
Virtu Financial
New York
$7.18M
3
KCM
Kathmere Capital Management
Pennsylvania
$20.7M
4
GWMIA
Global Wealth Management Investment Advisory
Florida
$4.98M
5
SWM
Stapp Wealth Management
Washington
$2.05M

Top Sellers

1
GI
Gradient Investments
Minnesota
$15.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.05M
4
3AM
3EDGE Asset Management
Florida
$0
5
MFWM
Motley Fool Wealth Management
Virginia
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
26
Naples Global Advisors
Florida
$859K +$358K +6,895 +71%
SCM
27
Sunbeam Capital Management
Georgia
$767K +$42.8K +826 +6%
PW
28
Paladin Wealth
Minnesota
$719K -$386K -7,438 -35%
Citadel Advisors
29
Citadel Advisors
Florida
$702K -$1.03M -19,876 -59%
AFG
30
Atomi Financial Group
New York
$661K +$661K +12,734 New
BFA
31
Brown Financial Advisors
Ohio
$594K -$322K -6,212 -35%
BCI
32
Brinker Capital Investments
Pennsylvania
$549K +$549K +10,578 New
OPS
33
Orion Portfolio Solutions
Nebraska
$549K +$549K +10,578 New
TIM
34
Tortoise Investment Management
New York
$538K +$492K +9,480 +1,053%
ST
35
Sentinel Trust
Texas
$502K +$502K +9,685 New
Bank of America
36
Bank of America
North Carolina
$475K -$73.4K -1,416 -13%
FFG
37
First Financial Group
North Carolina
$475K +$154K +2,902 +48%
CSP
38
Cary Street Partners
Virginia
$469K -$49.5K -955 -10%
RC
39
Rareview Capital
Nevada
$432K -$426K -8,208 -50%
PAG
40
Private Advisor Group
New Jersey
$378K -$360K -6,946 -49%
JSW
41
Journey Strategic Wealth
New Jersey
$357K +$104K +2,000 +41%
UBS Group
42
UBS Group
Switzerland
$286K +$65.1K +1,255 +30%
SCM
43
SCS Capital Management
Massachusetts
$270K +$270K +5,208 New
MFS
44
Mattson Financial Services
Michigan
$267K -$99.2K -1,913 -27%
SWM
45
SK Wealth Management
Rhode Island
$241K +$2.95K +57 +1%
LPL Financial
46
LPL Financial
California
$229K +$229K +4,415 New
MML Investors Services
47
MML Investors Services
Massachusetts
$220K +$220K +4,239 New
SAA
48
Southeast Asset Advisors
Georgia
$205K – – –
HCM
49
Hutchinson Capital Management
California
$205K +$205K +3,954 New
Comerica Bank
50
Comerica Bank
Texas
$157K – – –
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