DoubleLine Mortgage ETF
DMBS
24 hedge funds and large institutions have $185M invested in DoubleLine Mortgage ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and closing their positions.
167% more funds holding
Funds holding: 9 → 24 (+15)
100% more capital invested
Capital invested by funds: $92.5M → $185M (+$92.5M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
1.12% less ownership
Funds ownership: 93.68% → 92.56% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$28.5M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$20.1M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$9.92M |
| 4 |
AIM
AMI Investment Management
Kendallville,
Indiana
|
+$8.5M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$468K |
| 2 |
CCA
Cravens & Co Advisors
Cookeville,
Tennessee
|
-$65.8K |
| 3 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$4.83K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$3.46K |
DMBS Hedge Fund Activity: Q4 2023 in Review
24 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q4 2023, worth a combined $185M — up 100% from $92.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DMBS positions and 0 closed out — a net gain of 15 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $28.5M. The largest seller was Gradient Investments, cutting an estimated $468K.
- 24 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $185M of DoubleLine Mortgage ETF stock for Q4 2023, up 100% quarter-over-quarter.
- 15 funds opened new DoubleLine Mortgage ETF positions in Q4 2023 and 0 closed out, a net change of +15 holders.
- The largest DoubleLine Mortgage ETF buyer in Q4 2023 was Cerity Partners, an estimated $28.5M added.
- The largest DoubleLine Mortgage ETF seller in Q4 2023 was Gradient Investments, an estimated $468K sold.
Based on aggregated 13F filings for Q4 2023.