DoubleLine Shiller CAPE US Equities ETF
CAPE
10 hedge funds and large institutions have $32.3M invested in DoubleLine Shiller CAPE US Equities ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
156.55% more ownership
Funds ownership: 0% → 156.55% (+157%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Socha Financial Group
Corning,
New York
|
+$32.4M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.57M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.01M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$497K |
| 5 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$451K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFG
1
Socha Financial Group
Corning,
New York
| $29.6M | +$32.4M | +1,424,786 | New |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.43M | +$1.57M | +68,998 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $454K | +$497K | +21,830 | New |
|
|
TWM
4
TMD Wealth Management
Scottsdale,
Arizona
| $412K | +$451K | +19,824 | New |
|
|
WA
5
Waddell & Associates
Memphis,
Tennessee
| $260K | +$284K | +12,487 | New |
|
|
CAL
6
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $55K | +$59.8K | +2,625 | New |
|
7
JP Morgan Chase
New York
| $22K | +$24.2K | +1,063 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $8K | +$8.88K | +390 | New |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $8K | +$9.11K | +400 | New |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $1.01K | +$1.01M | +44,390 | New |
|
CAPE Hedge Fund Activity: Q2 2022 in Review
10 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q2 2022, worth a combined $32.3M.
Buyers outnumbered sellers: 10 funds opened new CAPE positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Socha Financial Group, opening a new position worth an estimated $32.4M.
- 10 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q2 2022, up from 0 in Q1 2022.
- Funds reported $32.3M of DoubleLine Shiller CAPE US Equities ETF stock for Q2 2022.
- 10 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q2 2022 and 0 closed out, a net change of +10 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q2 2022 was Socha Financial Group, an estimated $32.4M added.
Based on aggregated 13F filings for Q2 2022.