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DoubleLine Mortgage ETF
DMBS

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.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

34% more funds holding

Funds holding: 38 → 51 (+13)

32% more capital invested

Capital invested by funds: $265M → $350M (+$84.7M)

17.49% more ownership

Funds ownership: 87.04% → 104.53% (+17%)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

Holders
51
Holders Change
+13
Holders Change %
+34.21%
% of All Funds
0.73%
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

Rank Fund Capital Flow
1
CCA
Cobblestone Capital Advisors
New York
+$43.4M
2
PAS
Park Avenue Securities
New York
+$15.3M
3
FIA
Foundations Investment Advisors
Arizona
+$8.93M
4
APA
Astoria Portfolio Advisors
New York
+$8.51M
5
UBS Group
UBS Group
Switzerland
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$17.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.81M
3
BFA
Brown Financial Advisors
Ohio
-$2.59M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.31M
5
CCA
Cravens & Co Advisors
Tennessee
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBS
26
Howard Bailey Securities
Indiana
$1M +$985K +19,846 New
AA
27
Ancora Advisors
Ohio
$907K – – –
NA
28
NewEdge Advisors
Louisiana
$884K +$871K +17,543 New
MML Investors Services
29
MML Investors Services
Massachusetts
$765K -$1.16M -23,386 -61%
MWM
30
Maripau Wealth Management
Indiana
$545K +$132K +2,668 +33%
SAW
31
Signal Advisors Wealth
Michigan
$545K +$536K +10,809 New
SC
32
Sepio Capital
Utah
$510K +$502K +10,123 New
Morgan Stanley
33
Morgan Stanley
New York
$498K +$459K +9,244 +1,451%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$486K +$32.2K +648 +7%
BCI
35
Brinker Capital Investments
Pennsylvania
$392K +$35.8K +722 +10%
OPS
36
Orion Portfolio Solutions
Nebraska
$392K +$35.8K +722 +10%
ACM
37
AlphaStar Capital Management
North Carolina
$354K +$92.5K +1,863 +36%
Cerity Partners
38
Cerity Partners
New York
$335K – – –
AWM
39
AE Wealth Management
Kansas
$314K -$40.5K -817 -12%
HNB
40
Huntington National Bank
Ohio
$305K – – –
LA
41
Latitude Advisors
Florida
$300K +$295K +5,948 New
MA
42
Mutual Advisors
Nebraska
$295K +$199 +4 +0.1%
PFG
43
Peterson Financial Group
Iowa
$129K +$127K +2,567 New
HI
44
Harbour Investments
Wisconsin
$80.2K +$47.3K +954 +150%
OP
45
ORG Partners
Indiana
$44.4K -$4.62K -93 -10%
Osaic Holdings
46
Osaic Holdings
Arizona
$39.3K +$31.9K +643 +487%
PA
47
Parallel Advisors
California
$32.8K +$32.3K +650 New
GTAM
48
Global Trust Asset Management
Florida
$15.1K +$14.9K +300 New
HWP
49
Highline Wealth Partners
California
$11.3K +$11.1K +224 New
GM
50
GeoWealth Management
Illinois
$10K +$9.88K +199 New
1
2
3

DMBS Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q3 2024, worth a combined $350M — up 32% from $265M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DMBS positions and 5 closed out — a net gain of 13 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Cobblestone Capital Advisors, opening a new position worth an estimated $43.4M. The largest seller was Gradient Investments, cutting an estimated $17.7M.

  • 51 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q3 2024, up from 38 in Q2 2024.
  • Funds reported $350M of DoubleLine Mortgage ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 18 funds opened new DoubleLine Mortgage ETF positions in Q3 2024 and 5 closed out, a net change of +13 holders.
  • The largest DoubleLine Mortgage ETF buyer in Q3 2024 was Cobblestone Capital Advisors, an estimated $43.4M added.
  • The largest DoubleLine Mortgage ETF seller in Q3 2024 was Gradient Investments, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2024.