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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

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.

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waddell & Associates
Tennessee
$43.8M
2
SFG
2
Socha Financial Group
New York
$32.3M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$2.23M
4
CAG
4
Csenge Advisory Group
Florida
$2.02M
5
IAIM
5
International Assets Investment Management
Florida
$1.02M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$43.8M 2,190,636 +2,178,149 +17,443%
SFG
2
Socha Financial Group
New York
$32.3M 1,614,926 +190,140 +13%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$2.23M 111,486 +111,486 New
CAG
4
Csenge Advisory Group
Florida
$2.02M 100,924 +100,924 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.55M 77,405 +8,407 +12%
IAIM
6
International Assets Investment Management
Florida
$1.02M 50,785 +50,785 New
EK
7
Evensky & Katz
Florida
$492K 24,624 +24,624 New
AWA
8
Arete Wealth Advisors
Illinois
$450K 22,502 +22,502 New
TWM
9
TMD Wealth Management
Arizona
$434K 21,710 +1,886 +10%
ATC
10
Argent Trust Co
Tennessee
$353K 17,665 +17,665 New
CAL
11
Capital Analysts LLC
Pennsylvania
$53K 2,625 – –
HI
12
Harbour Investments
Wisconsin
$8K 400 – –
Bank of America
13
Bank of America
North Carolina
$3K 167 -223 -57%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.04K 44,629 +239 +0.5%
Citadel Advisors
15
Citadel Advisors
Florida
– – -21,830 Closed
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
– – -1,063 Closed
CFGS
17
Concourse Financial Group Securities
Alabama
– – – –