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DoubleLine Commercial Real Estate ETF
DCRE

Overview Fund Activity

48 hedge funds and large institutions have $169M invested in DoubleLine Commercial Real Estate 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.

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
17
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWP
1
Baldwin Wealth Partners
Massachusetts
$10.1M
2
SI
2
Saxon Interests
Texas
$5.32M
3
FIA
3
Foundations Investment Advisors
Arizona
$5.2M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$13.3M
5
SA
5
Sanctuary Advisors
Indiana
$19.5M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
FM
2
Family Management
New York
$0
3
MFWM
3
Motley Fool Wealth Management
Virginia
$14.4M
4
RJA
4
Raymond James & Associates
Florida
$4.05M
5
Jane Street
5
Jane Street
New York
$290K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1
Sanctuary Advisors
Indiana
$19.5M +$3.26M +63,325 +20%
GI
2
Gradient Investments
Minnesota
$19M +$301K +5,783 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M +$136K +2,610 +0.9%
MFWM
4
Motley Fool Wealth Management
Virginia
$14.4M -$556K -10,703 -4%
D
5
Diversified
Delaware
$13.8M +$357K +6,864 +3%
DE
6
Diversified Enterprises
Delaware
$13.8M +$13.8M +265,527 New
KCM
7
Kathmere Capital Management
Pennsylvania
$13.3M +$3.99M +76,781 +43%
BWP
8
Baldwin Wealth Partners
Massachusetts
$10.1M +$10.1M +194,950 New
SCM
9
Seascape Capital Management
New Hampshire
$7.05M -$124K -2,382 -2%
LIM
10
Leavell Investment Management
Alabama
$5.35M +$1.56M +30,045 +41%
SI
11
Saxon Interests
Texas
$5.32M +$5.32M +102,379 New
FIA
12
Foundations Investment Advisors
Arizona
$5.2M +$4.33M +83,369 +499%
RJA
13
Raymond James & Associates
Florida
$4.05M -$438K -8,423 -10%
BAM
14
Belpointe Asset Management
Nevada
$2M +$14.7K +282 +0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.8M -$98.1K -1,888 -5%
CF
16
Centaurus Financial
California
$1.72M +$1.72M +33,007 New
ESL
17
Endurance Services Ltd
New York
$1.6M +$1.6M +30,750 New
3AM
18
3EDGE Asset Management
Florida
$1.55M -$11.3K -217 -0.7%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$788K +15,167 +162%
PAG
20
Private Advisor Group
New Jersey
$1.26M +$368K +7,085 +42%
BFA
21
Brown Financial Advisors
Ohio
$1.12M +$50.7K +975 +5%
IFO
22
Independent Family Office
New York
$1.09M +$1.09M +20,923 New
SAM
23
Smartleaf Asset Management
Massachusetts
$1.05M +$174K +3,349 +20%
PW
24
Paladin Wealth
Minnesota
$820K +$820K +15,781 New
RC
25
Rareview Capital
Nevada
$796K – – –
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