AdvisorShares DoubleLine Value Equity ETF
DBLV
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 4800 Montgomery Lane, Suite 150 Bethesda MD United States of America 20814
- IPO Date
- Oct 4, 2011
- CIK
- 0001408970
- Similar Companies
- Business
- AdvisorShares DoubleLine Value Equity ETF (NYSE Arca: DBLV) operates as an actively managed exchange-traded fund that previously sought long-term capital appreciation through investments in undervalued U.S. equity securities exhibiting value characteristics, such as low price-to-earnings ratios, strong fundamentals, and solid cash flow generation; the fund targeted a diversified portfolio across various sectors using a disciplined, bottom-up research approach managed by DoubleLine Capital. Issuer AdvisorShares Investments, LLC, based in Bethesda, Maryland, provides a range of actively managed ETFs focused on thematic and specialized strategies for institutional and retail investors. The ETF trades on NYSE Arca with CUSIP 00768Y818. In a significant strategic shift, the fund underwent a name change and strategy overhaul on September 1, 2022, when the AdvisorShares DoubleLine Value Equity ETF (the “Predecessor Fund”) was renamed the AdvisorShares Insider Advantage ETF, adopting a new quantitative, multi-factor model under portfolio strategist Minyi Chen of Qubed Capital to invest in U.S. equities of companies reducing public equity float through stock buybacks and insider buying, while emphasizing free cash flow growth, leverage reduction, and dividends; holdings are equal-weighted and rebalanced monthly from a universe of approximately 3,000 large-cap U.S. stocks. This transition followed prior sub-advisory changes, including DoubleLine ETF Adviser LP's involvement in 2018 when the fund shifted to a fundamental value strategy from its original inception on October 4, 2011. No major partnerships, acquisitions, or new product launches specific to DBLV have been reported in the last 1-2 years, though AdvisorShares continues active ETF innovations like launches in HVAC and industrials sectors. The fund's geographic operations center on U.S.-traded equities, serving investors seeking exposure to value-oriented or float-shrinking strategies amid volatile markets; as of late 2025, performance reflects a 1-year NAV return of approximately 0.37% and 3-year annualized return of 11.48%, with assets under management around $49 million and a net expense ratio capped at 0.90%. DoubleLine ETF Adviser LP maintains portfolio filings showing diversified holdings in names like Meta Platforms, Linde, and Alphabet, indicative of ongoing equity management expertise.