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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$43.4M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$15.3M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$8.93M |
| 4 |
APA
Astoria Portfolio Advisors
New York
|
+$8.51M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$17.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.81M |
| 3 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$2.59M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.31M |
| 5 |
CCA
Cravens & Co Advisors
Cookeville,
Tennessee
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Franklin Resources
San Mateo,
California
| $1.68K | +$1.69K | +34 | New |
|
|
CPA
52
Clear Point Advisors
Melville,
New York
| $258 | – | – | – |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$3.81M | -79,059 | Closed |
|
|
CCA
54
Cravens & Co Advisors
Cookeville,
Tennessee
| – | -$1.17M | -24,157 | Closed |
|
55
Jane Street
New York
| – | -$648K | -13,438 | Closed |
|
|
TWP
56
Triad Wealth Partners
Lawrence,
Kansas
| – | -$31.7K | -656 | Closed |
|
57
Wells Fargo
San Francisco,
California
| – | -$22.6K | -469 | Closed |
|
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.