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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.

New
Increased
Maintained
Reduced
Closed

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

1.1% less ownership

Funds ownership: 93.68% → 92.58% (-1.1%)

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

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$28.5M
2
CWM
Congress Wealth Management
Massachusetts
+$20.1M
3
TIM
Tortoise Investment Management
New York
+$9.92M
4
AIM
AMI Investment Management
Indiana
+$8.5M
5
AWM
AE Wealth Management
Kansas
+$4.29M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$468K
2
CCA
Cravens & Co Advisors
Tennessee
-$65.8K
3
SIA
SeaBridge Investment Advisors
New Jersey
-$4.83K
4
MA
Mutual Advisors
Nebraska
-$3.46K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$91.9M -$468K -9,887 -0.5%
Cerity Partners
2
Cerity Partners
New York
$29.8M +$28.5M +601,768 New
CWM
3
Congress Wealth Management
Massachusetts
$21M +$20.1M +424,669 New
TIM
4
Tortoise Investment Management
New York
$10.4M +$9.92M +209,687 New
AIM
5
AMI Investment Management
Indiana
$8.89M +$8.5M +179,673 New
AWM
6
AE Wealth Management
Kansas
$4.43M +$4.29M +90,586 New
Jane Street
7
Jane Street
New York
$3.56M +$2.89M +61,025 +560%
IWC
8
Integrated Wealth Concepts
Massachusetts
$2.45M +$2.34M +49,548 New
SWM
9
Sugarloaf Wealth Management
Georgia
$2.38M +$558K +11,790 +33%
FFA
10
Farther Finance Advisors
California
$1.94M +$1.85M +39,116 New
OMC
11
Old Mission Capital
Illinois
$1.72M +$1.65M +34,798 New
WP
12
WealthPLAN Partners
Nebraska
$1.72M +$1.64M +34,685 New
CCA
13
Cravens & Co Advisors
Tennessee
$1.15M -$65.8K -1,390 -6%
FTUS
14
Flow Traders U.S.
New York
$934K +$893K +18,877 New
SIA
15
SeaBridge Investment Advisors
New Jersey
$900K -$4.83K -102 -0.6%
AA
16
Ancora Advisors
Ohio
$891K +$710K +15,000 +500%
Citadel Advisors
17
Citadel Advisors
Florida
$314K +$300K +6,346 New
MA
18
Mutual Advisors
Nebraska
$306K -$3.46K -73 -1%
FM
19
Family Management
New York
$208K +$199K +4,200 New
Morgan Stanley
20
Morgan Stanley
New York
$63K +$60.2K +1,272 New
OP
21
ORG Partners
Indiana
$46.3K +$44.3K +936 New
UBS Group
22
UBS Group
Switzerland
$18.9K +$14.1K +297 +349%
HIA
23
Harbor Investment Advisory
Maryland
$7.42K – – –
US Bancorp
24
US Bancorp
Minnesota
$1.29K +$1.23K +26 New

DMBS Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 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.