DoubleLine Shiller CAPE US Equities ETF
CAPE
42 hedge funds and large institutions have $210M invested in DoubleLine Shiller CAPE US Equities ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 2 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
5% more funds holding
Funds holding: 40 → 42 (+2)
4% more capital invested
Capital invested by funds: $202M → $210M (+$7.99M)
0.33% more ownership
Funds ownership: 66.93% → 67.26% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$736K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$410K |
| 4 |
SG
Straightline Group
Troy,
Michigan
|
+$289K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.84M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.62M |
| 3 |
SFG
Socha Financial Group
Corning,
New York
|
-$498K |
| 4 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$388K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$240K |
CAPE Hedge Fund Activity: Q2 2025 in Review
42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q2 2025, worth a combined $210M — up 4% from $202M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CAPE positions and 2 closed out — a net gain of 2 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.84M sold.
- 42 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q2 2025, up from 40 in Q1 2025.
- Funds reported $210M of DoubleLine Shiller CAPE US Equities ETF stock for Q2 2025, up 4% quarter-over-quarter.
- 4 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q2 2025 was Foundations Investment Advisors, an estimated $2.04M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q2 2025 was Susquehanna International Group, an estimated $2.84M sold.
Based on aggregated 13F filings for Q2 2025.