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DoubleLine Commercial Real Estate Debt ETF
DCRE

16 hedge funds and large institutions have $39.3M invested in DoubleLine Commercial Real Estate Debt ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2,131.01% more ownership

Funds ownership: 1,764% → 3,895.01% (+2,131%)

433% more funds holding

Funds holding: 3 → 16 (+13)

121% more capital invested

Capital invested by funds: $17.8M → $39.3M (+$21.5M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

Holders
16
Holders Change
+13
Holders Change %
+433.33%
% of All Funds
0.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Seascape Capital Management
New Hampshire
+$5.8M
2
RJA
Raymond James & Associates
Florida
+$4.65M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.58M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
5
Jane Street
Jane Street
New York
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
CWM
Curi Wealth Management
North Carolina
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
D
1
Diversified
Delaware
$11.7M +$462K +9,168 +4%
CWM
2
Curi Wealth Management
North Carolina
$5.81M -$542K -10,775 -9%
SCM
3
Seascape Capital Management
New Hampshire
$5.81M +$5.8M +115,135 New
RJA
4
Raymond James & Associates
Florida
$4.66M +$4.65M +92,392 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.59M +$4.58M +90,896 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.11M +$2.1M +41,797 New
Jane Street
7
Jane Street
New York
$1.44M +$1.21M +24,000 +524%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$663K +$661K +13,130 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$627K +$626K +12,431 New
PAG
10
Private Advisor Group
New Jersey
$626K +$625K +12,413 New
NS
11
NBC Securities
Alabama
$441K +$440K +8,746 New
NP
12
NorthRock Partners
Minnesota
$440K +$439K +8,719 New
BAM
13
Belpointe Asset Management
Nevada
$311K +$310K +6,163 New
Comerica Bank
14
Comerica Bank
Texas
$82.2K +$82K +1,629 New
CFGS
15
Concourse Financial Group Securities
Alabama
$14.7K +$14.7K +291 New
Morgan Stanley
16
Morgan Stanley
New York
$3.38K +$3.37K +67 New

DCRE Hedge Fund Activity: Q3 2023 in Review

16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q3 2023, worth a combined $39.3M — up 121% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DCRE positions and 0 closed out — a net gain of 13 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Seascape Capital Management, opening a new position worth an estimated $5.8M. The largest seller was Curi Wealth Management, cutting an estimated $542K.

  • 16 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q3 2023, up from 3 in Q2 2023.
  • Funds reported $39.3M of DoubleLine Commercial Real Estate Debt ETF stock for Q3 2023, up 121% quarter-over-quarter.
  • 13 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q3 2023 and 0 closed out, a net change of +13 holders.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q3 2023 was Seascape Capital Management, an estimated $5.8M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q3 2023 was Curi Wealth Management, an estimated $542K sold.

Based on aggregated 13F filings for Q3 2023.