DoubleLine Shiller CAPE US Equities ETF
CAPE
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.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
49.05% more ownership
Funds ownership: 667.03% → 716.08% (+49%)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more funds holding
Funds holding: 23 → 27 (+4)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
82% less capital invested
Capital invested by funds: $901M → $166M (-$736M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
+$18.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.78M |
| 3 |
SPI
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
+$1.52M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$738K |
| 5 |
SFG
Socha Financial Group
Corning,
New York
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.61M |
| 2 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$3.07M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$2.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.36M |
| 5 |
SG
StoneX Group
New York
|
-$1.46M |
CAPE Hedge Fund Activity: Q1 2023 in Review
27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q1 2023, worth a combined $166M — down 82% from $901M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CAPE positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $18.5M. The largest seller was Kestra Advisory Services, cutting an estimated $4.61M.
- 27 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q1 2023, up from 23 in Q4 2022.
- Funds reported $166M of DoubleLine Shiller CAPE US Equities ETF stock for Q1 2023, down 82% quarter-over-quarter.
- 5 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q1 2023 and 1 closed out, a net change of +4 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q1 2023 was Walled Lake Planning & Wealth Management, an estimated $18.5M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $4.61M sold.
Based on aggregated 13F filings for Q1 2023.