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DoubleLine Mortgage ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$341K +$66.3K +1,374 +24%
AWM
27
AE Wealth Management
Kansas
$340K -$16.3K -338 -5%
Cerity Partners
28
Cerity Partners
New York
$321K -$27.5M -570,317 -99%
MA
29
Mutual Advisors
Nebraska
$294K -$1.22K -25 -0.4%
HNB
30
Huntington National Bank
Ohio
$292K -$182K
ACM
31
AlphaStar Capital Management
North Carolina
$249K +$249K +5,166 New
OP
32
ORG Partners
Indiana
$46.4K +$46.4K +974 New
TWP
33
Triad Wealth Partners
Kansas
$31.7K -$395K -8,177 -93%
HI
34
Harbour Investments
Wisconsin
$30.8K -$86.4K -1,790 -74%
Morgan Stanley
35
Morgan Stanley
New York
$30.7K
Wells Fargo
36
Wells Fargo
California
$22.6K +$22.6K +469 New
Osaic Holdings
37
Osaic Holdings
Arizona
$6.37K -$4.49K -93 -41%
UBS Group
38
UBS Group
Switzerland
$4.05K +$2.22K +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