CAPE icon

DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

23 hedge funds and large institutions have $901M invested in DoubleLine Shiller CAPE US Equities ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
10
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$759M
2
EK
2
Evensky & Katz
Florida
$16.7M
3
TW
3
Transform Wealth
Colorado
$5.45M
4
UBS Group
4
UBS Group
Switzerland
$4.74M
5
KAS
5
Kestra Advisory Services
Texas
$4.6M

Top Sellers

1
TWM
1
TMD Wealth Management
Arizona
$0
2
Bank of America
2
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
– – – –
1
2