DoubleLine Shiller CAPE US Equities ETF
CAPE
CAPE
35 hedge funds and large institutions have $273M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.51%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
4
Increased
16
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWA
26
Kingswood Wealth Advisors
San Diego,
California
| $387K | 13,100 | -2,950 | -18% |
|
|
AWA
27
Arete Wealth Advisors
Chicago,
Illinois
| $339K | 11,498 | -10,837 | -49% |
|
|
GSEP
28
Golden State Equity Partners
South Coast Metro,
California
| $209K | 7,048 | +7,048 | New |
|
|
CAL
29
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $103K | 3,486 | – | – |
|
|
IAIM
30
International Assets Investment Management
Orlando,
Florida
| $81.2K | 2,402,678 | +2,321,479 | +2,859% |
|
|
TCM
31
TD Capital Management
Memphis,
Tennessee
| $62.1K | 2,097 | +6 | +0.3% |
|
|
CFD
32
Creative Financial Designs
Kokomo,
Indiana
| $14.8K | 500 | – | – |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $14.8K | 500 | +500 | New |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| $11.8K | 400 | – | – |
|
35
Osaic Holdings
Scottsdale,
Arizona
| $11.2K | 379 | +379 | New |
|
36
Jane Street
New York
| – | – | -14,350 | Closed |
|
37
Cetera Investment Advisers
Schaumburg,
Illinois
| – | – | -7,800 | Closed |
|
|
CFGS
38
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|