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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

27 hedge funds and large institutions have $166M invested in DoubleLine Shiller CAPE US Equities ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
5
Increased
7
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WLPWM
1
Walled Lake Planning & Wealth Management
Illinois
$18.7M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.69M
3
SPI
3
Santori & Peters Inc
Pennsylvania
$6.31M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$3.59M
5
SFG
5
Socha Financial Group
New York
$39.6M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$291K
2
TW
2
Transform Wealth
Colorado
$2.78M
3
EK
3
Evensky & Katz
Florida
$15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$890K
5
SG
5
StoneX Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$9.07K 400 – –
AAS
27
Ameritas Advisory Services
Nebraska
$2.83K 125 +125 New
SG
28
StoneX Group
New York
– – -69,518 Closed
CFGS
29
Concourse Financial Group Securities
Alabama
– – – –
1
2