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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

57 hedge funds and large institutions have $370M invested in DoubleLine Mortgage ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.76%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
12
Increased
24
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$109M
2
ECM
2
Evergreen Capital Management
Washington
$12.2M
3
SAI
3
Savvy Advisors Inc
New York
$5.25M
4
BFA
4
Brown Financial Advisors
Ohio
$8.17M
5
CWM
5
Congress Wealth Management
Massachusetts
$26.5M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$261K
2
FFA
2
Farther Finance Advisors
California
$1.09M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.07M
4
FIA
4
Foundations Investment Advisors
Arizona
$7.28M
5
APA
5
Astoria Portfolio Advisors
New York
$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.91M +$1.44M +29,918 +303%
SIA
27
SeaBridge Investment Advisors
New Jersey
$1.29M +$15.9K +331 +1%
FFA
28
Farther Finance Advisors
California
$1.09M -$4.17M -86,682 -79%
Goldman Sachs
29
Goldman Sachs
New York
$1.07M -$2.85M -59,301 -73%
MML Investors Services
30
MML Investors Services
Massachusetts
$982K +$251K +5,227 +34%
HBS
31
Howard Bailey Securities
Indiana
$922K -$32.8K -682 -3%
SAW
32
Signal Advisors Wealth
Michigan
$920K +$401K +8,327 +77%
AA
33
Ancora Advisors
Ohio
$866K – – –
PWM
34
Puff Wealth Management
New Jersey
$691K +$691K +14,365 New
MWM
35
Maripau Wealth Management
Indiana
$630K +$110K +2,296 +21%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$585K +$585K +12,155 New
CNTOF
37
Canandaigua National Trust of Florida
New York
$545K +$545K +11,334 New
SC
38
Sepio Capital
Utah
$491K +$4.23K +88 +0.9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$427K -$36.5K -758 -8%
OPS
40
Orion Portfolio Solutions
Nebraska
$372K -$2.02K -42 -0.5%
BCI
41
Brinker Capital Investments
Pennsylvania
$372K -$2.02K -42 -0.5%
PA
42
Parallel Advisors
California
$372K +$341K +7,080 +1,089%
GS
43
GTS Securities
New York
$362K +$362K +7,534 New
Cerity Partners
44
Cerity Partners
New York
$320K – – –
MA
45
Mutual Advisors
Nebraska
$289K +$192 +4 +0.1%
LA
46
Latitude Advisors
Florida
$277K -$9.48K -197 -3%
LRWM
47
Lord & Richards Wealth Management
Colorado
$274K +$274K +5,700 New
AWMS
48
Advocacy Wealth Management Services
Georgia
$261K -$38.8M -806,787 -99%
AWM
49
AE Wealth Management
Kansas
$254K -$45.2K -939 -15%
OP
50
ORG Partners
Indiana
$48.5K +$6.11K +127 +14%
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