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DoubleLine Commercial Real Estate Debt ETF

60 hedge funds and large institutions have $190M invested in DoubleLine Commercial Real Estate Debt 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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

25% more funds holding

Funds holding: 4860 (+12)

12% more capital invested

Capital invested by funds: $169M → $190M (+$21M)

6.01% more ownership

Funds ownership: 79.61%85.62% (+6%)

Holders
60
Holders Change
+12
Holders Change %
+25%
% of All Funds
0.79%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$956K +18,553 +5%
KCM
4
Kathmere Capital Management
Pennsylvania
$16.1M +$2.92M +56,723 +22%
MFWM
5
Motley Fool Wealth Management
Virginia
$14M -$254K -4,921 -2%
SCM
6
Seascape Capital Management
New Hampshire
$7.09M +$106K +2,049 +2%
HF
7
Holcombe Financial
Georgia
$6.84M +$6.85M +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 +$594K +11,525 +11%
FIA
10
Foundations Investment Advisors
Arizona
$5.46M +$312K +6,053 +6%
SI
11
Saxon Interests
Texas
$4.76M -$510K -9,900 -10%
BWP
12
Baldwin Wealth Partners
Massachusetts
$4.09M -$5.95M -115,442 -59%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$3.94M +$3.95M +76,651 New
CF
14
Centaurus Financial
California
$2.18M +$483K +9,374 +28%
BAM
15
Belpointe Asset Management
Nevada
$2M +$464 +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 +$974K +18,907 New
RA
23
RFG Advisory
Alabama
$928K +$930K +18,042 New
BFA
24
Brown Financial Advisors
Ohio
$909K -$205K -3,976 -18%
RC
25
Rareview Capital
Nevada
$859K +$63.2K +1,226 +8%

DCRE Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q4 2024, worth a combined $190M — up 12% from $169M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DCRE positions and 6 closed out — a net gain of 14 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Shufro Rose & Co, opening a new position worth an estimated $43.2M. The largest seller was Diversified Enterprises, cutting an estimated $13.4M.

  • 60 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q4 2024, up from 48 in Q3 2024.
  • Funds reported $190M of DoubleLine Commercial Real Estate Debt ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 20 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q4 2024 and 6 closed out, a net change of +14 holders.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q4 2024 was Shufro Rose & Co, an estimated $43.2M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q4 2024 was Diversified Enterprises, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2024.