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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

33 hedge funds and large institutions have $255M invested in DoubleLine Shiller CAPE US Equities ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
7
Increased
12
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$56.6M
2
CPA
2
Clear Point Advisors
New York
$7.11M
3
TW
3
Transform Wealth
Colorado
$3.57M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.07M
5
AWA
5
Arete Wealth Advisors
Illinois
$792K

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$53.2M
2
SFG
2
Socha Financial Group
New York
$50.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$3.55M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.7K
5
SPI
5
Santori & Peters Inc
Pennsylvania
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$235K 8,863 +8,863 New
CAL
27
Capital Analysts LLC
Pennsylvania
$92K 3,486 – –
TCM
28
TD Capital Management
Tennessee
$55.3K 2,085 +2,085 New
UB
29
UMB Bank
Missouri
$13.3K 500 – –
HI
30
Harbour Investments
Wisconsin
$10.6K 400 – –
Bank of America
31
Bank of America
North Carolina
$6.26K 236 +236 New
Osaic Holdings
32
Osaic Holdings
Arizona
$5.7K 215 -5,659 -96%
Morgan Stanley
33
Morgan Stanley
New York
$114 4 +4 New
PO
34
Private Ocean
California
– – -1,000 Closed
CFGS
35
Concourse Financial Group Securities
Alabama
– – – –
1
2