DoubleLine Mortgage ETF
DMBS
69 hedge funds and large institutions have $458M invested in DoubleLine Mortgage ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.
260% more capital inflows, than outflows
Capital inflows: $61.8M | Capital outflows: $17.1M
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
10% more funds holding
Funds holding: 63 → 69 (+6)
0.21% less ownership
Funds ownership: 106.07% → 105.86% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPG Financial Advisors
Portland,
Oregon
|
+$9.7M |
| 2 |
Foundations Investment Advisors
Phoenix,
Arizona
|
+$7.82M |
| 3 |
Gradient Investments
Arden Hills,
Minnesota
|
+$5.03M |
| 4 |
Hobbs Group Advisors
Columbia,
South Carolina
|
+$4.12M |
| 5 |
Signal Advisors Wealth
Detroit,
Michigan
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.4M |
| 2 |
AMI Investment Management
Kendallville,
Indiana
|
-$3.12M |
| 3 |
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$1.26M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$732K |
| 5 |
Park Avenue Securities
New York
|
-$417K |
DMBS Hedge Fund Activity: Q2 2025 in Review
69 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q2 2025, worth a combined $458M — up 11% from $413M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DMBS positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 17 trimmed.
The largest buyer was TPG Financial Advisors, opening a new position worth an estimated $9.7M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $9.4M sold.
- 69 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q2 2025, up from 63 in Q1 2025.
- Funds reported $458M of DoubleLine Mortgage ETF stock for Q2 2025, up 11% quarter-over-quarter.
- 14 funds opened new DoubleLine Mortgage ETF positions in Q2 2025 and 7 closed out, a net change of +7 holders.
- The largest DoubleLine Mortgage ETF buyer in Q2 2025 was TPG Financial Advisors, an estimated $9.7M added.
- The largest DoubleLine Mortgage ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $9.4M sold.
Based on aggregated 13F filings for Q2 2025.