DoubleLine Shiller CAPE US Equities ETF
CAPE
27 hedge funds and large institutions have $180M invested in DoubleLine Shiller CAPE US Equities ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
22.38% more ownership
Funds ownership: 723.04% → 745.42% (+22%)
8% more funds holding
Funds holding: 25 → 27 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less capital invested
Capital invested by funds: $181M → $180M (-$569K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.37M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.98M |
| 3 |
SFG
Socha Financial Group
Corning,
New York
|
+$1.01M |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$540K |
| 5 |
SPI
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$1.6M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$531K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$455K |
| 4 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$433K |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$180K |
CAPE Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q3 2023, worth a combined $180M — down 0.32% from $181M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CAPE positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.37M. The largest seller was Transform Wealth, cutting an estimated $1.6M.
- 27 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $180M of DoubleLine Shiller CAPE US Equities ETF stock for Q3 2023, down 0.32% quarter-over-quarter.
- 4 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q3 2023 was Cambridge Investment Research Advisors, an estimated $3.37M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q3 2023 was Transform Wealth, an estimated $1.6M sold.
Based on aggregated 13F filings for Q3 2023.