DoubleLine Mortgage ETF
DMBS
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.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
12% more funds holding
Funds holding: 51 → 57 (+6)
6% more capital invested
Capital invested by funds: $350M → $370M (+$20.4M)
1.07% more ownership
Funds ownership: 104.53% → 105.6% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$47.6M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$12.4M |
| 3 |
SAI
Savvy Advisors Inc
New York
|
+$5.34M |
| 4 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
+$3.73M |
| 5 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$39.4M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$4.24M |
| 3 |
Goldman Sachs
New York
|
-$2.9M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$2.57M |
| 5 |
APA
Astoria Portfolio Advisors
New York
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
51
GeoWealth Management
Chicago,
Illinois
| $11K | +$1.47K | +30 | +15% |
|
|
LFG
52
Larson Financial Group
St Louis,
Missouri
| $7.7K | +$7.82K | +160 | New |
|
|
BSB
53
Bangor Savings Bank
Bangor,
Maine
| $6.59K | +$6.69K | +137 | New |
|
54
Osaic Holdings
Scottsdale,
Arizona
| $6.03K | -$31.8K | -650 | -84% |
|
|
MDA
55
Minot DeBlois Advisors
Boston,
Massachusetts
| $4.23K | +$4.3K | +88 | New |
|
56
Franklin Resources
San Mateo,
California
| $1.64K | – | – | – |
|
57
Fidelity Investments
Boston,
Massachusetts
| $48 | +$49 | +1 | New |
|
|
ACM
58
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$354K | -7,029 | Closed |
|
|
HI
59
Harbour Investments
Madison,
Wisconsin
| – | -$80.2K | -1,592 | Closed |
|
|
GTAM
60
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$15.1K | -300 | Closed |
|
|
HWP
61
Highline Wealth Partners
Sherman Oaks,
California
| – | -$11.3K | -224 | Closed |
|
|
CPA
62
Clear Point Advisors
Melville,
New York
| – | -$258 | -5 | Closed |
|
DMBS Hedge Fund Activity: Q4 2024 in Review
57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q4 2024, worth a combined $370M — up 5.8% from $350M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DMBS positions and 5 closed out — a net gain of 7 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was Gradient Investments, adding an estimated $47.6M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $39.4M.
- 57 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q4 2024, up from 51 in Q3 2024.
- Funds reported $370M of DoubleLine Mortgage ETF stock for Q4 2024, up 5.8% quarter-over-quarter.
- 12 funds opened new DoubleLine Mortgage ETF positions in Q4 2024 and 5 closed out, a net change of +7 holders.
- The largest DoubleLine Mortgage ETF buyer in Q4 2024 was Gradient Investments, an estimated $47.6M added.
- The largest DoubleLine Mortgage ETF seller in Q4 2024 was Advocacy Wealth Management Services, an estimated $39.4M sold.
Based on aggregated 13F filings for Q4 2024.