DMBS icon

DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

51 hedge funds and large institutions have $350M invested in DoubleLine Mortgage ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+13
Holders Change %
+34.21%
% of All Funds
0.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
20
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Cobblestone Capital Advisors
New York
$44M
2
PAS
2
Park Avenue Securities
New York
$15.6M
3
FIA
3
Foundations Investment Advisors
Arizona
$10.3M
4
APA
4
Astoria Portfolio Advisors
New York
$8.48M
5
UBS Group
5
UBS Group
Switzerland
$5.16M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$64.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BFA
3
Brown Financial Advisors
Ohio
$4.71M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$765K
Name Holding Trade Value Shares
Change 		Shares
Change %
HBS
26
Howard Bailey Securities
Indiana
$1M +$1M +19,846 New
AA
27
Ancora Advisors
Ohio
$907K – – –
NA
28
NewEdge Advisors
Louisiana
$884K +$884K +17,543 New
MML Investors Services
29
MML Investors Services
Massachusetts
$765K -$1.18M -23,386 -61%
MWM
30
Maripau Wealth Management
Indiana
$545K +$134K +2,668 +33%
SAW
31
Signal Advisors Wealth
Michigan
$545K +$545K +10,809 New
SC
32
Sepio Capital
Utah
$510K +$510K +10,123 New
Morgan Stanley
33
Morgan Stanley
New York
$498K +$466K +9,244 +1,451%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$486K +$32.7K +648 +7%
OPS
35
Orion Portfolio Solutions
Nebraska
$392K +$36.4K +722 +10%
BCI
36
Brinker Capital Investments
Pennsylvania
$392K +$36.4K +722 +10%
ACM
37
AlphaStar Capital Management
North Carolina
$354K +$93.9K +1,863 +36%
Cerity Partners
38
Cerity Partners
New York
$335K – – –
AWM
39
AE Wealth Management
Kansas
$314K -$41.2K -817 -12%
HNB
40
Huntington National Bank
Ohio
$305K -$292K – –
LA
41
Latitude Advisors
Florida
$300K +$300K +5,948 New
MA
42
Mutual Advisors
Nebraska
$295K +$196 +4 +0.1%
PFG
43
Peterson Financial Group
Iowa
$129K +$129K +2,567 New
HI
44
Harbour Investments
Wisconsin
$80.2K +$48.1K +954 +150%
OP
45
ORG Partners
Indiana
$44.4K -$4.69K -93 -10%
Osaic Holdings
46
Osaic Holdings
Arizona
$39.3K +$32.6K +643 +487%
PA
47
Parallel Advisors
California
$32.8K +$32.8K +650 New
GTAM
48
Global Trust Asset Management
Florida
$15.1K +$15.1K +300 New
HWP
49
Highline Wealth Partners
California
$11.3K +$11.3K +224 New
GM
50
GeoWealth Management
Illinois
$10K +$10K +199 New
1
2
3