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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$10.1M |
| 2 |
SI
Saxon Interests
Houston,
Texas
|
+$5.29M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.3M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$3.96M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
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
Alexandria,
Virginia
|
-$553K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$435K |
| 5 |
Jane Street
New York
|
-$179K |
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.