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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

51 hedge funds and large institutions have $350M invested in DoubleLine Mortgage ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+13
Holders Change %
+34.21%
% of All Funds
0.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
20
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Cobblestone Capital Advisors
New York
$44M
2
PAS
2
Park Avenue Securities
New York
$15.6M
3
FIA
3
Foundations Investment Advisors
Arizona
$10.3M
4
APA
4
Astoria Portfolio Advisors
New York
$8.48M
5
UBS Group
5
UBS Group
Switzerland
$5.16M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$64.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BFA
3
Brown Financial Advisors
Ohio
$4.71M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$765K
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$64.8M 1,286,919 -357,571 -22%
CCA
2
Cobblestone Capital Advisors
New York
$44M 873,528 +873,528 New
AWMS
3
Advocacy Wealth Management Services
Georgia
$40.9M 812,207 +10,309 +1%
CWM
4
Congress Wealth Management
Massachusetts
$25.3M 502,358 +7,976 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22M 437,159 -26,449 -6%
PAS
6
Park Avenue Securities
New York
$15.6M 308,725 +308,725 New
MFWM
7
Motley Fool Wealth Management
Virginia
$14.8M 293,859 -11,289 -4%
TIM
8
Tortoise Investment Management
New York
$14.7M 291,685 +2,615 +0.9%
LC
9
Legacy CG
Texas
$13.4M 266,461 +15,884 +6%
AIM
10
AMI Investment Management
Indiana
$10.6M 211,126 +1,396 +0.7%
FIA
11
Foundations Investment Advisors
Arizona
$10.3M 204,038 +179,837 +743%
APA
12
Astoria Portfolio Advisors
New York
$8.48M 171,435 +171,435 New
WC
13
Whitney & Co
New York
$7.7M 152,759 +5,368 +4%
MFS
14
Mattson Financial Services
Michigan
$6.87M 142,469 -571 -0.4%
ICMP
15
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.05M 120,036 -2,930 -2%
FFA
16
Farther Finance Advisors
California
$5.51M 109,383 +62,691 +134%
UBS Group
17
UBS Group
Switzerland
$5.16M 102,481 +102,397 +121,901%
BFA
18
Brown Financial Advisors
Ohio
$4.71M 93,516 -52,179 -36%
IWC
19
Integrated Wealth Concepts
Massachusetts
$4.27M 84,731 +6,873 +9%
Goldman Sachs
20
Goldman Sachs
New York
$4.11M 81,616 +81,616 New
SWM
21
Sugarloaf Wealth Management
Georgia
$3.01M 59,809 -2,447 -4%
HGA
22
Hobbs Group Advisors
South Carolina
$2.88M 57,199 +57,199 New
VWWMG
23
Vermillion & White Wealth Management Group
Pennsylvania
$2.37M 47,046 +47,046 New
PW
24
Paladin Wealth
Minnesota
$1.38M 27,317 +27,317 New
SIA
25
SeaBridge Investment Advisors
New Jersey
$1.34M 26,559 +5,166 +24%
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