DoubleLine Mortgage ETF
DMBS
34 hedge funds and large institutions have $261M invested in DoubleLine Mortgage ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
42% more funds holding
Funds holding: 24 → 34 (+10)
41% more capital invested
Capital invested by funds: $185M → $261M (+$76.4M)
5.19% less ownership
Funds ownership: 92.58% → 87.39% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$38.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.7M |
| 3 |
WC
Whitney & Co
Rochester,
New York
|
+$6.87M |
| 4 |
ICMP
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
+$5.99M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.05M |
| 2 |
Jane Street
New York
|
-$3.05M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.72M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.72M |
| 5 |
Cerity Partners
New York
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FM
26
Family Management
New York
| $235K | +$30.3K | +622 | +15% |
|
|
HF
27
HRT Financial
New York
| $202K | +$202K | +4,157 | New |
|
|
HNB
28
Huntington National Bank
Columbus,
Ohio
| $182K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $118K | +$118K | +2,428 | New |
|
|
CA
30
CoreCap Advisors
Southfield,
Michigan
| $69.3K | +$69.3K | +1,423 | New |
|
31
Morgan Stanley
New York
| $31K | -$30.9K | -635 | -50% |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $11K | +$11K | +225 | New |
|
|
HIA
33
Harbor Investment Advisory
Lutherville,
Maryland
| $7.3K | – | – | – |
|
34
UBS Group
Zurich,
Switzerland
| $1.85K | -$16.8K | -344 | -90% |
|
|
CPA
35
Clear Point Advisors
Melville,
New York
| $243 | +$243 | +5 | New |
|
|
OMC
36
Old Mission Capital
Chicago,
Illinois
| – | -$1.72M | -34,798 | Closed |
|
|
WP
37
WealthPLAN Partners
Omaha,
Nebraska
| – | -$1.72M | -34,685 | Closed |
|
|
FTUS
38
Flow Traders U.S.
New York
| – | -$934K | -18,877 | Closed |
|
|
OP
39
ORG Partners
Roanoke,
Indiana
| – | -$46.3K | -936 | Closed |
|
40
US Bancorp
Minneapolis,
Minnesota
| – | -$1.29K | -26 | Closed |
|
DMBS Hedge Fund Activity: Q1 2024 in Review
34 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q1 2024, worth a combined $261M — up 41% from $185M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DMBS positions and 5 closed out — a net gain of 10 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $38.4M. The largest seller was AE Wealth Management, cutting an estimated $4.05M.
- 34 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q1 2024, up from 24 in Q4 2023.
- Funds reported $261M of DoubleLine Mortgage ETF stock for Q1 2024, up 41% quarter-over-quarter.
- 15 funds opened new DoubleLine Mortgage ETF positions in Q1 2024 and 5 closed out, a net change of +10 holders.
- The largest DoubleLine Mortgage ETF buyer in Q1 2024 was Advocacy Wealth Management Services, an estimated $38.4M added.
- The largest DoubleLine Mortgage ETF seller in Q1 2024 was AE Wealth Management, an estimated $4.05M sold.
Based on aggregated 13F filings for Q1 2024.