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DoubleLine Mortgage ETF
DMBS

38 hedge funds and large institutions have $265M invested in DoubleLine Mortgage ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

12% more funds holding

Funds holding: 34 → 38 (+4)

1% more capital invested

Capital invested by funds: $261M → $265M (+$3.41M)

0.35% less ownership

Funds ownership: 87.39% → 87.04% (-0.35%)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
8
Increased
17
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFWM
Motley Fool Wealth Management
Virginia
+$13.1M
2
LC
Legacy CG
Texas
+$12M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.48M
4
TIM
Tortoise Investment Management
New York
+$1.77M
5
FIA
Foundations Investment Advisors
Arizona
+$1.16M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$27.3M
2
GI
Gradient Investments
Minnesota
-$16M
3
TWP
Triad Wealth Partners
Kansas
-$392K
4
FM
Family Management
New York
-$235K
5
HF
HRT Financial
New York
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$79.3M -$16M -333,604 -17%
AWMS
2
Advocacy Wealth Management Services
Georgia
$38.7M +$627K +13,090 +2%
CWM
3
Congress Wealth Management
Massachusetts
$23.9M +$513K +10,718 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M -$92.5K -1,932 -0.4%
MFWM
5
Motley Fool Wealth Management
Virginia
$14.7M +$13.1M +273,279 +858%
TIM
6
Tortoise Investment Management
New York
$13.9M +$1.77M +37,010 +15%
LC
7
Legacy CG
Texas
$12.1M +$12M +250,577 New
AIM
8
AMI Investment Management
Indiana
$10.1M +$587K +12,259 +6%
WC
9
Whitney & Co
New York
$7.11M +$300K +6,260 +4%
BFA
10
Brown Financial Advisors
Ohio
$7.03M +$6.98M +145,695 New
MFS
11
Mattson Financial Services
Michigan
$6.9M +$6.85M +143,040 New
ICMP
12
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.93M -$5.46K -114 -0.1%
Citadel Advisors
13
Citadel Advisors
Florida
$3.81M +$3.48M +72,731 +1,149%
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.76M +$1.05M +21,915 +39%
SWM
15
Sugarloaf Wealth Management
Georgia
$3M +$145K +3,024 +5%
FFA
16
Farther Finance Advisors
California
$2.22M +$277K +5,778 +14%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.86M +$50.8K +1,060 +3%
FIA
18
Foundations Investment Advisors
Arizona
$1.17M +$1.16M +24,201 New
CCA
19
Cravens & Co Advisors
Tennessee
$1.17M -$18.6K -388 -2%
SIA
20
SeaBridge Investment Advisors
New Jersey
$1.03M +$115K +2,391 +13%
AA
21
Ancora Advisors
Ohio
$869K – – –
Jane Street
22
Jane Street
New York
$648K +$200K +4,183 +45%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$434K +$15.6K +326 +4%
MWM
24
Maripau Wealth Management
Indiana
$393K +$390K +8,141 New
BCI
25
Brinker Capital Investments
Pennsylvania
$341K +$65.8K +1,374 +24%
1
2

DMBS Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q2 2024, worth a combined $265M — up 1.3% from $261M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DMBS positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Motley Fool Wealth Management, adding an estimated $13.1M. The largest seller was Cerity Partners, cutting an estimated $27.3M.

  • 38 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q2 2024, up from 34 in Q1 2024.
  • Funds reported $265M of DoubleLine Mortgage ETF stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 8 funds opened new DoubleLine Mortgage ETF positions in Q2 2024 and 4 closed out, a net change of +4 holders.
  • The largest DoubleLine Mortgage ETF buyer in Q2 2024 was Motley Fool Wealth Management, an estimated $13.1M added.
  • The largest DoubleLine Mortgage ETF seller in Q2 2024 was Cerity Partners, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2024.