We are live on ! Find out more
DCRE icon

DoubleLine Commercial Real Estate Debt ETF

42 hedge funds and large institutions have $119M invested in DoubleLine Commercial Real Estate Debt ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

36% more capital invested

Capital invested by funds: $87.6M → $119M (+$31.6M)

31% more funds holding

Funds holding: 3242 (+10)

3.12% more ownership

Funds ownership: 79.14%82.26% (+3.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
17
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$18.5M +$2.86M +55,862 +18%
SA
2
Sanctuary Advisors
Indiana
$16.1M +$16.1M +315,504 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M -$273K -5,344 -2%
MFWM
4
Motley Fool Wealth Management
Virginia
$14.8M +$13.2M +257,358 +850%
D
5
Diversified
Delaware
$13.3M +$381K +7,445 +3%
KCM
6
Kathmere Capital Management
Pennsylvania
$9.25M +$3.44M +67,219 +60%
SCM
7
Seascape Capital Management
New Hampshire
$7.09M +$451K +8,808 +7%
RJA
8
Raymond James & Associates
Florida
$4.44M +$160K +3,125 +4%
LIM
9
Leavell Investment Management
Alabama
$3.74M +$975K +19,053 +35%
BAM
10
Belpointe Asset Management
Nevada
$1.97M +$823K +16,081 +73%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.88M -$70.6K -1,380 -4%
3AM
12
3EDGE Asset Management
Florida
$1.54M +$35.7K +697 +2%
BFA
13
Brown Financial Advisors
Ohio
$1.06M +$1.06M +20,657 New
VF
14
Virtu Financial
New York
$1.01M +$1M +19,646 New
PAG
15
Private Advisor Group
New Jersey
$877K +$873K +17,071 New
SAM
16
Smartleaf Asset Management
Massachusetts
$868K +$863K +16,862 +105,388%
FIA
17
Foundations Investment Advisors
Arizona
$859K +$855K +16,709 New
RC
18
Rareview Capital
Nevada
$787K +$1.28K +25 +0.2%
SWM
19
Sugarloaf Wealth Management
Georgia
$707K +$323K +6,323 +85%
FM
20
Family Management
New York
$615K -$1.7M -33,259 -74%
Citadel Advisors
21
Citadel Advisors
Florida
$581K +$98.2K +1,920 +20%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$512K -$107K -2,101 -17%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$482K +$480K +9,385 New
Jane Street
24
Jane Street
New York
$465K -$172K -3,372 -27%
NGA
25
Naples Global Advisors
Florida
$444K +$442K +8,640 New

DCRE Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q2 2024, worth a combined $119M — up 36% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DCRE positions and 2 closed out — a net gain of 11 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Motley Fool Wealth Management, adding an estimated $13.2M. The largest seller was Family Management, cutting an estimated $1.7M.

  • 42 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q2 2024, up from 32 in Q1 2024.
  • Funds reported $119M of DoubleLine Commercial Real Estate Debt ETF stock for Q2 2024, up 36% quarter-over-quarter.
  • 13 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q2 2024 and 2 closed out, a net change of +11 holders.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q2 2024 was Motley Fool Wealth Management, an estimated $13.2M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q2 2024 was Family Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2024.