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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

32 hedge funds and large institutions have $258M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
1
Increased
12
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$62.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.92M
3
CIA
3
Capital Investment Advisors
Georgia
$2.64M
4
CAG
4
Csenge Advisory Group
Florida
$5.93M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.54M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$1.62M
3
WA
3
Waddell & Associates
Tennessee
$54.7M
4
TW
4
Transform Wealth
Colorado
$2.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$368K
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
26
Regal Investment Advisors
Michigan
$269K 9,609 -49 -0.5%
CAL
27
Capital Analysts LLC
Pennsylvania
$98K 3,486 – –
TCM
28
TD Capital Management
Tennessee
$58.4K 2,085 – –
Osaic Holdings
29
Osaic Holdings
Arizona
$14.3K 511 +296 +138%
UB
30
UMB Bank
Missouri
$14K 500 – –
HI
31
Harbour Investments
Wisconsin
$11.2K 400 – –
Morgan Stanley
32
Morgan Stanley
New York
$32 1 -3 -75%
Bank of America
33
Bank of America
North Carolina
– – -236 Closed
CFGS
34
Concourse Financial Group Securities
Alabama
– – – –
1
2