DoubleLine Shiller CAPE US Equities ETFCAPE
CAPE
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 39 [Q4 2024] → 40 (+1) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 6 (+0) [Q1 2025]
4.27% less ownership
Funds ownership: 71.68% [Q4 2024] → 67.41% (-4.27%) [Q1 2025]
23% less capital invested
Capital invested by funds: $264M [Q4 2024] → $203M (-$60.7M) [Q1 2025]
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Research analyst outlook
We haven’t received any recent analyst ratings for CAPE.
Financial journalist opinion
Neutral
ETF Trends
3 days ago
Gundlach: Illiquid Assets Don't Belong in Liquid Vehicles
While many in the financial industry have lauded the expansion of the ETF vehicle as a significant step toward democratization, particularly for making previously inaccessible assets like cryptocurrency and private credit available to a broader range of individual investors, renowned investor Jeffrey Gundlach holds a contrarian view.
Negative
Seeking Alpha
3 months ago
CAPE: Good Intentions, Mediocre Results
CAPE is based on the work of Professor Robert Shiller of Yale, adapted by DoubleLine, the ETF's parent company. The fund has a good idea and design, but the execution has not been there. The process has not produced notable results in up or down markets. I rate CAPE a sell.
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