DoubleLine Mortgage ETF
DMBS
67 hedge funds and large institutions have $566M invested in DoubleLine Mortgage ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 12 closing their positions.
273% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 11
24% more capital invested
Capital invested by funds: $458M → $566M (+$108M)
0.04% more ownership
Funds ownership: 106.83% → 106.87% (+0.04%)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
3% less funds holding
Funds holding: 69 → 67 (-2)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$36.4M |
| 2 |
Bank of New York Mellon
New York
|
+$34.7M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$26.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.5M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$3.91M |
| 2 |
APA
Astoria Portfolio Advisors
New York
|
-$3.45M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.08M |
| 4 |
PWM
Puff Wealth Management
Haddonfield,
New Jersey
|
-$1.27M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
76
Flow Traders U.S.
New York
| – | -$205K | -4,184 | Closed |
|
|
AF
77
Allworth Financial
Folsom,
California
| – | -$35.6K | -726 | Closed |
|
|
WCM
78
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$24.1K | -491 | Closed |
|
79
Wells Fargo
San Francisco,
California
| – | -$1.82K | -37 | Closed |
|
DMBS Hedge Fund Activity: Q3 2025 in Review
67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q3 2025, worth a combined $566M — up 24% from $458M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DMBS and 11 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 41 added.
The largest buyer was Osaic Holdings, adding an estimated $36.4M. The largest seller was SeaBridge Investment Advisors, exiting entirely with an estimated $3.91M sold.
- 67 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q3 2025, down from 69 in Q2 2025.
- Funds reported $566M of DoubleLine Mortgage ETF stock for Q3 2025, up 24% quarter-over-quarter.
- 11 funds opened new DoubleLine Mortgage ETF positions in Q3 2025 and 12 closed out, a net change of -1 holder.
- The largest DoubleLine Mortgage ETF buyer in Q3 2025 was Osaic Holdings, an estimated $36.4M added.
- The largest DoubleLine Mortgage ETF seller in Q3 2025 was SeaBridge Investment Advisors, an estimated $3.91M sold.
Based on aggregated 13F filings for Q3 2025.