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DoubleLine Mortgage ETF

69 hedge funds and large institutions have $458M invested in DoubleLine Mortgage ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $413M → $458M (+$45.1M)

10% more funds holding

Funds holding: 6369 (+6)

0.76% more ownership

Funds ownership: 106.07%106.83% (+0.76%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
0.91%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
14
Increased
33
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Coldstream Capital Management
Washington
-$1.13K -23 Closed

DMBS Hedge Fund Activity: Q2 2025 in Review

69 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q2 2025, worth a combined $458M — up 11% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DMBS positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was TPG Financial Advisors, opening a new position worth an estimated $9.66M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $9.39M sold.

  • 69 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q2 2025, up from 63 in Q1 2025.
  • Funds reported $458M of DoubleLine Mortgage ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 14 funds opened new DoubleLine Mortgage ETF positions in Q2 2025 and 7 closed out, a net change of +7 holders.
  • The largest DoubleLine Mortgage ETF buyer in Q2 2025 was TPG Financial Advisors, an estimated $9.66M added.
  • The largest DoubleLine Mortgage ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $9.39M sold.

Based on aggregated 13F filings for Q2 2025.