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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

27 hedge funds and large institutions have $166M invested in DoubleLine Shiller CAPE US Equities ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
5
Increased
7
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WLPWM
1
Walled Lake Planning & Wealth Management
Illinois
$18.7M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.69M
3
SPI
3
Santori & Peters Inc
Pennsylvania
$6.31M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$3.59M
5
SFG
5
Socha Financial Group
New York
$39.6M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$291K
2
TW
2
Transform Wealth
Colorado
$2.78M
3
EK
3
Evensky & Katz
Florida
$15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$890K
5
SG
5
StoneX Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$51.1M 2,254,571 -3,309 -0.1%
SFG
2
Socha Financial Group
New York
$39.6M 1,747,421 +30,604 +2%
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$18.7M 826,747 +826,747 New
EK
4
Evensky & Katz
Florida
$15M 663,815 -129,371 -16%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.69M 383,165 +303,039 +378%
SPI
6
Santori & Peters Inc
Pennsylvania
$6.31M 278,192 +67,771 +32%
CAG
7
Csenge Advisory Group
Florida
$4.44M 196,073 -6,147 -3%
UBS Group
8
UBS Group
Switzerland
$3.74M 164,959 -60,568 -27%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$3.59M 158,294 +32,975 +26%
HAG
10
HF Advisory Group
Maryland
$2.92M 128,729 +13,431 +12%
TW
11
Transform Wealth
Colorado
$2.78M 122,453 -137,095 -53%
IAIM
12
International Assets Investment Management
Florida
$1.95M 86,009 -48,226 -36%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.09M 48,061 +917 +2%
CIA
14
Capital Investment Advisors
Georgia
$1M 44,121 +4,950 +13%
Citadel Advisors
15
Citadel Advisors
Florida
$890K 39,249 -105,552 -73%
AWA
16
Arete Wealth Advisors
Illinois
$812K 35,832 -302 -0.8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$763K 33,667 -32,337 -49%
SAA
18
Southeast Asset Advisors
Georgia
$762K 33,597 – –
ATC
19
Argent Trust Co
Tennessee
$400K 17,665 – –
KAS
20
Kestra Advisory Services
Texas
$291K 12,843 -205,897 -94%
AWM
21
Avaii Wealth Management
Wisconsin
$232K 10,251 +10,251 New
Jane Street
22
Jane Street
New York
$229K 10,111 +10,111 New
Osaic Holdings
23
Osaic Holdings
Arizona
$81.1K 3,579 -2,860 -44%
CAL
24
Capital Analysts LLC
Pennsylvania
$79K 3,486 – –
Wells Fargo
25
Wells Fargo
California
$13.4K 589 +589 New
1
2