DoubleLine Shiller CAPE US Equities ETF
CAPE
23 hedge funds and large institutions have $143M invested in DoubleLine Shiller CAPE US Equities ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
247.37% more ownership
Funds ownership: 419.66% → 667.03% (+247%)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
67% more capital invested
Capital invested by funds: $85.8M → $143M (+$57.2M)
64% more funds holding
Funds holding: 14 → 23 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$16.4M |
| 2 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$5.52M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.8M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.65M |
| 5 |
SPI
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
+$4.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$434K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3K |
CAPE Hedge Fund Activity: Q4 2022 in Review
23 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q4 2022, worth a combined $143M — up 67% from $85.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CAPE positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 0 trimmed.
The largest buyer was Evensky & Katz, adding an estimated $16.4M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $434K sold.
- 23 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q4 2022, up from 14 in Q3 2022.
- Funds reported $143M of DoubleLine Shiller CAPE US Equities ETF stock for Q4 2022, up 67% quarter-over-quarter.
- 11 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q4 2022 and 2 closed out, a net change of +9 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q4 2022 was Evensky & Katz, an estimated $16.4M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q4 2022 was TMD Wealth Management, an estimated $434K sold.
Based on aggregated 13F filings for Q4 2022.