DoubleLine Mortgage ETF
DMBS
9 hedge funds and large institutions have $92.5M invested in DoubleLine Mortgage ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $103M → $92.5M (-$10.2M)
10,293.11% less ownership
Funds ownership: 10,386.79% → 93.68% (-10,293%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.24M |
| 2 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$885K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$303K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$96.8K |
| 5 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$71.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
1
Gradient Investments
Arden Hills,
Minnesota
| $87.8M | +$2.24M | +46,336 | +3% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $1.71M | +$71.7K | +1,481 | +4% |
|
|
CCA
3
Cravens & Co Advisors
Cookeville,
Tennessee
| $1.16M | +$20.5K | +423 | +2% |
|
|
SIA
4
SeaBridge Investment Advisors
Summit,
New Jersey
| $860K | +$885K | +18,294 | New |
|
|
5
Jane Street
New York
| $512K | -$8.95M | -184,862 | -94% |
|
|
MA
6
Mutual Advisors
Omaha,
Nebraska
| $294K | +$303K | +6,255 | New |
|
|
AA
7
Ancora Advisors
Cleveland,
Ohio
| $141K | +$96.8K | +2,000 | +200% |
|
|
HIA
8
Harbor Investment Advisory
Lutherville,
Maryland
| $7.05K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $4K | +$4.11K | +85 | New |
|
DMBS Hedge Fund Activity: Q3 2023 in Review
9 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q3 2023, worth a combined $92.5M — down 9.9% from $103M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DMBS positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Gradient Investments, adding an estimated $2.24M. The largest seller was Jane Street, cutting an estimated $8.95M.
- 9 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $92.5M of DoubleLine Mortgage ETF stock for Q3 2023, down 9.9% quarter-over-quarter.
- 3 funds opened new DoubleLine Mortgage ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
- The largest DoubleLine Mortgage ETF buyer in Q3 2023 was Gradient Investments, an estimated $2.24M added.
- The largest DoubleLine Mortgage ETF seller in Q3 2023 was Jane Street, an estimated $8.95M sold.
Based on aggregated 13F filings for Q3 2023.