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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

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.

Holders
24
Holders Change
+15
Holders Change %
+166.67%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$29.8M
2
CWM
2
Congress Wealth Management
Massachusetts
$21M
3
TIM
3
Tortoise Investment Management
New York
$10.4M
4
AIM
4
AMI Investment Management
Indiana
$8.89M
5
AWM
5
AE Wealth Management
Kansas
$4.43M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$91.9M
2
CCA
2
Cravens & Co Advisors
Tennessee
$1.15M
3
SIA
3
SeaBridge Investment Advisors
New Jersey
$900K
4
MA
4
Mutual Advisors
Nebraska
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$91.9M 1,857,872 -9,887 -0.5%
Cerity Partners
2
Cerity Partners
New York
$29.8M 601,768 +601,768 New
CWM
3
Congress Wealth Management
Massachusetts
$21M 424,669 +424,669 New
TIM
4
Tortoise Investment Management
New York
$10.4M 209,687 +209,687 New
AIM
5
AMI Investment Management
Indiana
$8.89M 179,673 +179,673 New
AWM
6
AE Wealth Management
Kansas
$4.43M 90,586 +90,586 New
Jane Street
7
Jane Street
New York
$3.56M 71,921 +61,025 +560%
IWC
8
Integrated Wealth Concepts
Massachusetts
$2.45M 49,548 +49,548 New
SWM
9
Sugarloaf Wealth Management
Georgia
$2.38M 48,061 +11,790 +33%
FFA
10
Farther Finance Advisors
California
$1.94M 39,116 +39,116 New
OMC
11
Old Mission Capital
Illinois
$1.72M 34,798 +34,798 New
WP
12
WealthPLAN Partners
Nebraska
$1.72M 34,685 +34,685 New
CCA
13
Cravens & Co Advisors
Tennessee
$1.15M 23,270 -1,390 -6%
FTUS
14
Flow Traders U.S.
New York
$934K 18,877 +18,877 New
SIA
15
SeaBridge Investment Advisors
New Jersey
$900K 18,192 -102 -0.6%
AA
16
Ancora Advisors
Ohio
$891K 18,000 +15,000 +500%
Citadel Advisors
17
Citadel Advisors
Florida
$314K 6,346 +6,346 New
MA
18
Mutual Advisors
Nebraska
$306K 6,182 -73 -1%
FM
19
Family Management
New York
$208K 4,200 +4,200 New
Morgan Stanley
20
Morgan Stanley
New York
$63K 1,272 +1,272 New
OP
21
ORG Partners
Indiana
$46.3K 936 +936 New
UBS Group
22
UBS Group
Switzerland
$18.9K 382 +297 +349%
HIA
23
Harbor Investment Advisory
Maryland
$7.42K 150 – –
US Bancorp
24
US Bancorp
Minnesota
$1.29K 26 +26 New
CFGS
25
Concourse Financial Group Securities
Alabama
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