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DoubleLine Commercial Real Estate ETF
DCRE

Overview Fund Activity

60 hedge funds and large institutions have $190M invested in DoubleLine Commercial Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+12
Holders Change %
+25%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
20
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$43.2M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$3.94M
3
GI
3
Gradient Investments
Minnesota
$22.6M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$16.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.72M

Top Sellers

1
DE
1
Diversified Enterprises
Delaware
$255K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.69M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$4.09M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$647K
5
SAM
5
Smartleaf Asset Management
Massachusetts
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
1
Shufro Rose & Co
New York
$43.2M +$43.2M +839,350 New
GI
2
Gradient Investments
Minnesota
$22.6M +$3.78M +73,391 +20%
SA
3
Sanctuary Advisors
Indiana
$20.6M +$960K +18,553 +5%
KCM
4
Kathmere Capital Management
Pennsylvania
$16.1M +$2.92M +56,723 +22%
MFWM
5
Motley Fool Wealth Management
Virginia
$14M -$253K -4,921 -2%
SCM
6
Seascape Capital Management
New Hampshire
$7.09M +$105K +2,049 +2%
HF
7
Holcombe Financial
Georgia
$6.84M +$6.84M +133,001 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.69M -$8.54M -165,857 -56%
LIM
9
Leavell Investment Management
Alabama
$5.88M +$593K +11,525 +11%
FIA
10
Foundations Investment Advisors
Arizona
$5.46M +$311K +6,053 +6%
SI
11
Saxon Interests
Texas
$4.76M -$509K -9,900 -10%
BWP
12
Baldwin Wealth Partners
Massachusetts
$4.09M -$5.94M -115,442 -59%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$3.94M +$3.94M +76,651 New
CF
14
Centaurus Financial
California
$2.18M +$482K +9,374 +28%
BAM
15
Belpointe Asset Management
Nevada
$2M +$466 +9 +0%
Citadel Advisors
16
Citadel Advisors
Florida
$1.72M +$1.14M +22,163 +197%
ESL
17
Endurance Services Ltd
New York
$1.58M – – –
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.58M +$312K +6,058 +25%
3AM
19
3EDGE Asset Management
Florida
$1.52M -$16K -310 -1%
IFO
20
Independent Family Office
New York
$1.38M +$300K +5,825 +28%
PW
21
Paladin Wealth
Minnesota
$1.1M +$284K +5,516 +35%
Raymond James Financial
22
Raymond James Financial
Florida
$973K +$973K +18,907 New
RA
23
RFG Advisory
Alabama
$928K +$928K +18,042 New
BFA
24
Brown Financial Advisors
Ohio
$909K -$205K -3,976 -18%
RC
25
Rareview Capital
Nevada
$859K +$63.7K +1,226 +8%
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