DoubleLine Shiller CAPE US Equities ETF
CAPE
14 hedge funds and large institutions have $84.7M invested in DoubleLine Shiller CAPE US Equities ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
263.11% more ownership
Funds ownership: 156.55% → 419.66% (+263%)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
162% more capital invested
Capital invested by funds: $32.3M → $84.7M (+$52.4M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more funds holding
Funds holding: 10 → 14 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$48.6M |
| 2 |
SFG
Socha Financial Group
Corning,
New York
|
+$4.24M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$2.49M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$2.25M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$454K |
| 2 |
JP Morgan Chase
New York
|
-$22K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.98K |
CAPE Hedge Fund Activity: Q3 2022 in Review
14 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q3 2022, worth a combined $84.7M — up 162% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CAPE positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Waddell & Associates, adding an estimated $48.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $454K sold.
- 14 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q3 2022, up from 10 in Q2 2022.
- Funds reported $84.7M of DoubleLine Shiller CAPE US Equities ETF stock for Q3 2022, up 162% quarter-over-quarter.
- 6 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q3 2022 and 2 closed out, a net change of +4 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q3 2022 was Waddell & Associates, an estimated $48.6M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q3 2022 was Citadel Advisors, an estimated $454K sold.
Based on aggregated 13F filings for Q3 2022.