DoubleLine Mortgage ETF
DMBS
63 hedge funds and large institutions have $413M invested in DoubleLine Mortgage ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 11 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
12% more capital invested
Capital invested by funds: $370M → $413M (+$43M)
11% more funds holding
Funds holding: 57 → 63 (+6)
0.47% more ownership
Funds ownership: 105.6% → 106.07% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$15.2M |
| 2 |
Morgan Stanley
New York
|
+$12M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.29M |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$4.98M |
| 5 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$23.7M |
| 2 |
VWWMG
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
-$2.29M |
| 3 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$1.91M |
| 4 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$1.08M |
| 5 |
Goldman Sachs
New York
|
-$1.07M |
DMBS Hedge Fund Activity: Q1 2025 in Review
63 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q1 2025, worth a combined $413M — up 12% from $370M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DMBS positions and 11 closed out — a net gain of 7 holders — while 28 added to existing stakes and 14 trimmed.
The largest buyer was Evergreen Capital Management, adding an estimated $15.2M. The largest seller was Gradient Investments, cutting an estimated $23.7M.
- 63 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q1 2025, up from 57 in Q4 2024.
- Funds reported $413M of DoubleLine Mortgage ETF stock for Q1 2025, up 12% quarter-over-quarter.
- 18 funds opened new DoubleLine Mortgage ETF positions in Q1 2025 and 11 closed out, a net change of +7 holders.
- The largest DoubleLine Mortgage ETF buyer in Q1 2025 was Evergreen Capital Management, an estimated $15.2M added.
- The largest DoubleLine Mortgage ETF seller in Q1 2025 was Gradient Investments, an estimated $23.7M sold.
Based on aggregated 13F filings for Q1 2025.