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DoubleLine Mortgage ETF
DMBS

38 hedge funds and large institutions have $265M invested in DoubleLine Mortgage ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

12% more funds holding

Funds holding: 34 → 38 (+4)

1% more capital invested

Capital invested by funds: $261M → $265M (+$3.41M)

0.35% less ownership

Funds ownership: 87.39% → 87.04% (-0.35%)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
8
Increased
17
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
+$13.1M
2
LC
Legacy CG
Texas
+$12M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.48M
4
TIM
Tortoise Investment Management
New York
+$1.77M
5
FIA
Foundations Investment Advisors
Arizona
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$27.3M
2
GI
Gradient Investments
Minnesota
-$16M
3
TWP
Triad Wealth Partners
Kansas
-$392K
4
FM
Family Management
New York
-$235K
5
HF
HRT Financial
New York
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$341K +$65.8K +1,374 +24%
AWM
27
AE Wealth Management
Kansas
$340K -$16.2K -338 -5%
Cerity Partners
28
Cerity Partners
New York
$321K -$27.3M -570,317 -99%
MA
29
Mutual Advisors
Nebraska
$294K -$1.2K -25 -0.4%
HNB
30
Huntington National Bank
Ohio
$292K – – –
ACM
31
AlphaStar Capital Management
North Carolina
$249K +$247K +5,166 New
OP
32
ORG Partners
Indiana
$46.4K +$46.7K +974 New
TWP
33
Triad Wealth Partners
Kansas
$31.7K -$392K -8,177 -93%
HI
34
Harbour Investments
Wisconsin
$30.8K -$85.7K -1,790 -74%
Morgan Stanley
35
Morgan Stanley
New York
$30.7K – – –
Wells Fargo
36
Wells Fargo
California
$22.6K +$22.5K +469 New
Osaic Holdings
37
Osaic Holdings
Arizona
$6.37K -$4.46K -93 -41%
UBS Group
38
UBS Group
Switzerland
$4.05K +$2.2K +46 +121%
CPA
39
Clear Point Advisors
New York
$244 – – –
FM
40
Family Management
New York
– -$235K -4,822 Closed
HF
41
HRT Financial
New York
– -$202K -4,157 Closed
CA
42
CoreCap Advisors
Michigan
– -$69.3K -1,423 Closed
HIA
43
Harbor Investment Advisory
Maryland
– -$7.3K -150 Closed
1
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DMBS Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q2 2024, worth a combined $265M — up 1.3% from $261M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DMBS positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Motley Fool Wealth Management, adding an estimated $13.1M. The largest seller was Cerity Partners, cutting an estimated $27.3M.

  • 38 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q2 2024, up from 34 in Q1 2024.
  • Funds reported $265M of DoubleLine Mortgage ETF stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 8 funds opened new DoubleLine Mortgage ETF positions in Q2 2024 and 4 closed out, a net change of +4 holders.
  • The largest DoubleLine Mortgage ETF buyer in Q2 2024 was Motley Fool Wealth Management, an estimated $13.1M added.
  • The largest DoubleLine Mortgage ETF seller in Q2 2024 was Cerity Partners, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2024.