We are live on ! Find out more
DCRE icon

DoubleLine Commercial Real Estate Debt ETF

32 hedge funds and large institutions have $87.6M invested in DoubleLine Commercial Real Estate Debt ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

33% more funds holding

Funds holding: 2432 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0% less capital invested

Capital invested by funds: $87.9M → $87.6M (-$328K)

64.78% less ownership

Funds ownership: 143.92%79.14% (-65%)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$15.6M -$277K -5,418 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.3M +$932K +18,257 +7%
D
3
Diversified
Delaware
$12.9M +$664K +12,997 +5%
KIA
4
KLR Investment Advisors
Rhode Island
$10.7M +$1.27M +24,843 +13%
SCM
5
Seascape Capital Management
New Hampshire
$6.62M -$27.7K -542 -0.4%
KCM
6
Kathmere Capital Management
Pennsylvania
$5.78M +$1.14M +22,255 +25%
RJA
7
Raymond James & Associates
Florida
$4.26M -$220K -4,302 -5%
LIM
8
Leavell Investment Management
Alabama
$2.75M +$705K +13,808 +35%
FM
9
Family Management
New York
$2.32M +$852K +16,674 +58%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.95M -$92.7K -1,814 -5%
MFWM
11
Motley Fool Wealth Management
Virginia
$1.55M +$1.55M +30,295 New
3AM
12
3EDGE Asset Management
Florida
$1.5M +$1.5M +29,318 New
RVPG
13
Relative Value Partners Group
$1.2M -$2.71K -53 -0.2%
BAM
14
Belpointe Asset Management
Nevada
$1.14M +$828K +16,204 +272%
RC
15
Rareview Capital
Nevada
$783K +$781K +15,282 New
Jane Street
16
Jane Street
New York
$637K -$3.93M -76,895 -86%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$618K -$31K -607 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$481K +$479K +9,380 New
NS
19
NBC Securities
Alabama
$421K -$3.58K -70 -0.8%
SWM
20
Sugarloaf Wealth Management
Georgia
$381K +$380K +7,434 New
NP
21
NorthRock Partners
Minnesota
$263K -$253K -4,961 -49%
SAA
22
Southeast Asset Advisors
Georgia
$203K
Comerica Bank
23
Comerica Bank
Texas
$85.5K +$766 +15 +0.9%
TIM
24
Tortoise Investment Management
New York
$46.1K
FFO
25
Fortitude Family Office
Arizona
$38.2K +$38.1K +746 New

DCRE Hedge Fund Activity: Q1 2024 in Review

32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q1 2024, worth a combined $87.6M — down 0.37% from $87.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DCRE positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $1.55M. The largest seller was Jane Street, cutting an estimated $3.93M.

  • 32 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q1 2024, up from 24 in Q4 2023.
  • Funds reported $87.6M of DoubleLine Commercial Real Estate Debt ETF stock for Q1 2024, down 0.37% quarter-over-quarter.
  • 12 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q1 2024 was Motley Fool Wealth Management, an estimated $1.55M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q1 2024 was Jane Street, an estimated $3.93M sold.

Based on aggregated 13F filings for Q1 2024.