DoubleLine Mortgage ETF
DMBS
85 hedge funds and large institutions have $705M invested in DoubleLine Mortgage ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 2 closing their positions.
950% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 2
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
27% more funds holding
Funds holding: 67 → 85 (+18)
24% more capital invested
Capital invested by funds: $566M → $705M (+$139M)
1.37% less ownership
Funds ownership: 106.87% → 105.51% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$48.6M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$46.2M |
| 3 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$20.4M |
| 4 |
AFG
Atomi Financial Group
New York
|
+$12.7M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10.3M |
| 2 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$1.73M |
| 3 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$1.41M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.18M |
| 5 |
HGA
Hobbs Group Advisors
Columbia,
South Carolina
|
-$642K |
DMBS Hedge Fund Activity: Q4 2025 in Review
85 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q4 2025, worth a combined $705M — up 24% from $566M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DMBS positions and 2 closed out — a net gain of 19 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $48.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.3M.
- 85 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q4 2025, up from 67 in Q3 2025.
- Funds reported $705M of DoubleLine Mortgage ETF stock for Q4 2025, up 24% quarter-over-quarter.
- 21 funds opened new DoubleLine Mortgage ETF positions in Q4 2025 and 2 closed out, a net change of +19 holders.
- The largest DoubleLine Mortgage ETF buyer in Q4 2025 was Advocacy Wealth Management Services, an estimated $48.6M added.
- The largest DoubleLine Mortgage ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2025.