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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.

New
Increased
Maintained
Reduced
Closed

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%)

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

Rank Fund Capital Flow
1
BWP
Baldwin Wealth Partners
Massachusetts
+$10.1M
2
SI
Saxon Interests
Texas
+$5.29M
3
FIA
Foundations Investment Advisors
Arizona
+$4.3M
4
KCM
Kathmere Capital Management
Pennsylvania
+$3.96M
5
SA
Sanctuary Advisors
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
Virginia
-$553K
4
RJA
Raymond James & Associates
Florida
-$435K
5
Jane Street
Jane Street
New York
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1
Sanctuary Advisors
Indiana
$19.5M +$3.27M +63,325 +20%
GI
2
Gradient Investments
Minnesota
$19M +$299K +5,783 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M +$135K +2,610 +0.9%
MFWM
4
Motley Fool Wealth Management
Virginia
$14.4M -$553K -10,703 -4%
D
5
Diversified
Delaware
$13.8M +$354K +6,864 +3%
DE
6
Diversified Enterprises
Delaware
$13.8M +$13.7M +265,527 New
KCM
7
Kathmere Capital Management
Pennsylvania
$13.3M +$3.96M +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 -$123K -2,382 -2%
LIM
10
Leavell Investment Management
Alabama
$5.35M +$1.55M +30,045 +41%
SI
11
Saxon Interests
Texas
$5.32M +$5.29M +102,379 New
FIA
12
Foundations Investment Advisors
Arizona
$5.2M +$4.3M +83,369 +499%
RJA
13
Raymond James & Associates
Florida
$4.05M -$435K -8,423 -10%
BAM
14
Belpointe Asset Management
Nevada
$2M +$14.6K +282 +0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.8M -$97.5K -1,888 -5%
CF
16
Centaurus Financial
California
$1.72M +$1.7M +33,007 New
ESL
17
Endurance Services Ltd
New York
$1.6M +$1.59M +30,750 New
3AM
18
3EDGE Asset Management
Florida
$1.55M -$11.2K -217 -0.7%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$783K +15,167 +162%
PAG
20
Private Advisor Group
New Jersey
$1.26M +$366K +7,085 +42%
BFA
21
Brown Financial Advisors
Ohio
$1.12M +$50.3K +975 +5%
IFO
22
Independent Family Office
New York
$1.09M +$1.08M +20,923 New
SAM
23
Smartleaf Asset Management
Massachusetts
$1.05M +$173K +3,349 +20%
PW
24
Paladin Wealth
Minnesota
$820K +$815K +15,781 New
RC
25
Rareview Capital
Nevada
$796K – – –
1
2 3

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.