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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

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.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
4
Increased
13
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12.4M
2
UBS Group
2
UBS Group
Switzerland
$7.1M
3
SFG
3
Socha Financial Group
New York
$46M
4
WA
4
Waddell & Associates
Tennessee
$53.9M
5
SPI
5
Santori & Peters Inc
Pennsylvania
$6.92M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$1.34M
2
AWA
2
Arete Wealth Advisors
Illinois
$213K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$421K
4
ATC
4
Argent Trust Co
Tennessee
$0
5
EK
5
Evensky & Katz
Florida
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
26
UMB Bank
Missouri
$11.8K 500 +500 New
HI
27
Harbour Investments
Wisconsin
$9.47K 400 – –
ATC
28
Argent Trust Co
Tennessee
– – -17,665 Closed
PA
29
Parallel Advisors
California
– – -146 Closed
CFGS
30
Concourse Financial Group Securities
Alabama
– – – –
1
2