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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

34 hedge funds and large institutions have $261M invested in DoubleLine Mortgage ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
+10
Holders Change %
+41.67%
% of All Funds
0.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
10
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$38.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.7M
3
WC
3
Whitney & Co
New York
$6.87M
4
ICMP
4
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.99M
5
GI
5
Gradient Investments
Minnesota
$96.3M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$360K
2
Jane Street
2
Jane Street
New York
$451K
3
OMC
3
Old Mission Capital
Illinois
$0
4
WP
4
WealthPLAN Partners
Nebraska
$0
5
Cerity Partners
5
Cerity Partners
New York
$28.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$96.3M 1,978,094 +120,222 +6%
AWMS
2
Advocacy Wealth Management Services
Georgia
$38.4M 788,808 +788,808 New
Cerity Partners
3
Cerity Partners
New York
$28.1M 576,967 -24,801 -4%
CWM
4
Congress Wealth Management
Massachusetts
$23.6M 483,664 +58,995 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.7M 465,540 +465,540 New
TIM
6
Tortoise Investment Management
New York
$12.3M 252,060 +42,373 +20%
AIM
7
AMI Investment Management
Indiana
$9.62M 197,471 +17,798 +10%
WC
8
Whitney & Co
New York
$6.87M 141,131 +141,131 New
ICMP
9
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.99M 123,080 +123,080 New
SWM
10
Sugarloaf Wealth Management
Georgia
$2.88M 59,232 +11,171 +23%
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.72M 55,943 +6,395 +13%
FFA
12
Farther Finance Advisors
California
$1.97M 40,914 +1,798 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.83M 37,516 +37,516 New
MFWM
14
Motley Fool Wealth Management
Virginia
$1.55M 31,869 +31,869 New
CCA
15
Cravens & Co Advisors
Tennessee
$1.2M 24,545 +1,275 +5%
SIA
16
SeaBridge Investment Advisors
New Jersey
$925K 19,002 +810 +4%
AA
17
Ancora Advisors
Ohio
$876K 18,000 – –
Jane Street
18
Jane Street
New York
$451K 9,255 -62,666 -87%
TWP
19
Triad Wealth Partners
Kansas
$430K 8,833 +8,833 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$422K 8,661 +8,661 New
AWM
21
AE Wealth Management
Kansas
$360K 7,383 -83,203 -92%
Citadel Advisors
22
Citadel Advisors
Florida
$308K 6,328 -18 -0.3%
MA
23
Mutual Advisors
Nebraska
$294K 6,035 -147 -2%
BCI
24
Brinker Capital Investments
Pennsylvania
$277K 5,688 +5,688 New
OPS
25
Orion Portfolio Solutions
Nebraska
$277K 5,688 +5,688 New
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