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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

23 hedge funds and large institutions have $901M 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.

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
10
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$759M
2
EK
2
Evensky & Katz
Florida
$16.7M
3
TW
3
Transform Wealth
Colorado
$5.45M
4
UBS Group
4
UBS Group
Switzerland
$4.74M
5
KAS
5
Kestra Advisory Services
Texas
$4.6M

Top Sellers

1
TWM
1
TMD Wealth Management
Arizona
$0
2
Bank of America
2
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$759M 36,134 +13,632 +61%
WA
2
Waddell & Associates
Tennessee
$47.4M 2,257,880 +67,244 +3%
SFG
3
Socha Financial Group
New York
$36.1M 1,716,817 +101,891 +6%
EK
4
Evensky & Katz
Florida
$16.7M 793,186 +768,562 +3,121%
TW
5
Transform Wealth
Colorado
$5.45M 259,548 +259,548 New
UBS Group
6
UBS Group
Switzerland
$4.74M 225,527 +225,527 New
KAS
7
Kestra Advisory Services
Texas
$4.6M 218,740 +218,740 New
SPI
8
Santori & Peters Inc
Pennsylvania
$4.42M 210,421 +210,421 New
CAG
9
Csenge Advisory Group
Florida
$4.25M 202,220 +101,296 +100%
Citadel Advisors
10
Citadel Advisors
Florida
$3.04M 144,801 +144,801 New
IAIM
11
International Assets Investment Management
Florida
$2.82M 134,235 +83,450 +164%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$2.63M 125,319 +13,833 +12%
HAG
13
HF Advisory Group
Maryland
$2.42M 115,298 +115,298 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.68M 80,126 +2,721 +4%
SG
15
StoneX Group
New York
$1.46M 69,518 +69,518 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.39M 66,004 +66,004 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.01M 47,144 +2,515 +6%
CIA
18
Capital Investment Advisors
Georgia
$823K 39,171 +39,171 New
SAA
19
Southeast Asset Advisors
Georgia
$706K 33,597 +33,597 New
ATC
20
Argent Trust Co
Tennessee
$371K 17,665 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$135K 6,439 +6,439 New
CAL
22
Capital Analysts LLC
Pennsylvania
$73K 3,486 +861 +33%
HI
23
Harbour Investments
Wisconsin
$8.4K 400 – –
TWM
24
TMD Wealth Management
Arizona
– – -21,710 Closed
Bank of America
25
Bank of America
North Carolina
– – -167 Closed
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