DoubleLine Shiller CAPE US Equities ETF
CAPE
48 hedge funds and large institutions have $157M invested in DoubleLine Shiller CAPE US Equities ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
4% more funds holding
Funds holding: 46 → 48 (+2)
8.59% less ownership
Funds ownership: 68.87% → 60.28% (-8.6%)
31% less capital invested
Capital invested by funds: $229M → $157M (-$72M)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$5.19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.41M |
| 3 |
Jane Street
New York
|
+$2.78M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.11M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$682K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$57.1M |
| 2 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$6.12M |
| 3 |
CPA
Clear Point Advisors
Melville,
New York
|
-$4.72M |
| 4 |
SG
Straightline Group
Troy,
Michigan
|
-$2.74M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EPG
51
Estate Planners Group
Yardley,
Pennsylvania
| – | -$6.72K | -208 | Closed |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$5K | -152 | Closed |
|
53
AssetMark Inc
Concord,
California
| – | -$4.67K | -145 | Closed |
|
CAPE Hedge Fund Activity: Q1 2026 in Review
48 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q1 2026, worth a combined $157M — down 31% from $229M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CAPE positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 16 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $5.19M. The largest seller was Waddell & Associates, cutting an estimated $57.1M.
- 48 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q1 2026, up from 46 in Q4 2025.
- Funds reported $157M of DoubleLine Shiller CAPE US Equities ETF stock for Q1 2026, down 31% quarter-over-quarter.
- 9 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q1 2026 was Foundations Investment Advisors, an estimated $5.19M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q1 2026 was Waddell & Associates, an estimated $57.1M sold.
Based on aggregated 13F filings for Q1 2026.