DoubleLine Shiller CAPE US Equities ETF
CAPE
40 hedge funds and large institutions have $202M invested in DoubleLine Shiller CAPE US Equities ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 39 → 40 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4.75% less ownership
Funds ownership: 71.68% → 66.93% (-4.7%)
24% less capital invested
Capital invested by funds: $264M → $202M (-$62.1M)
50% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$3.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.67M |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$398K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$209K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$60M |
| 2 |
SFG
Socha Financial Group
Corning,
New York
|
-$3.52M |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$3.35M |
| 4 |
SG
Straightline Group
Troy,
Michigan
|
-$1.5M |
| 5 |
CPA
Clear Point Advisors
Melville,
New York
|
-$1.25M |
CAPE Hedge Fund Activity: Q1 2025 in Review
40 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q1 2025, worth a combined $202M — down 24% from $264M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CAPE positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 18 trimmed.
The largest buyer was Main Street Financial Solutions, opening a new position worth an estimated $3.45M. The largest seller was UBS Group, cutting an estimated $60M.
- 40 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q1 2025, up from 39 in Q4 2024.
- Funds reported $202M of DoubleLine Shiller CAPE US Equities ETF stock for Q1 2025, down 24% quarter-over-quarter.
- 5 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q1 2025 was Main Street Financial Solutions, an estimated $3.45M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q1 2025 was UBS Group, an estimated $60M sold.
Based on aggregated 13F filings for Q1 2025.