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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

25 hedge funds and large institutions have $181M invested in DoubleLine Shiller CAPE US Equities ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.39%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
3
Increased
10
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
1
Socha Financial Group
New York
$46.6M
2
DIA
2
Dana Investment Advisors
Wisconsin
$423K
3
UBS Group
3
UBS Group
Switzerland
$4.39M
4
GSEP
4
Golden State Equity Partners
California
$309K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.51M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
EK
2
Evensky & Katz
Florida
$15.4M
3
HAG
3
HF Advisory Group
Maryland
$2.37M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$55.2M 2,254,741 +170 +0%
SFG
2
Socha Financial Group
New York
$46.6M 1,900,799 +153,378 +9%
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$20.3M 827,175 +428 +0.1%
EK
4
Evensky & Katz
Florida
$15.4M 627,640 -36,175 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.51M 388,223 +5,058 +1%
SPI
6
Santori & Peters Inc
Pennsylvania
$6.92M 282,504 +4,312 +2%
CAG
7
Csenge Advisory Group
Florida
$4.78M 195,215 -858 -0.4%
UBS Group
8
UBS Group
Switzerland
$4.39M 179,388 +14,429 +9%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$3.74M 153,105 -5,189 -3%
TW
10
Transform Wealth
Colorado
$2.97M 121,466 -987 -0.8%
HAG
11
HF Advisory Group
Maryland
$2.37M 96,885 -31,844 -25%
IAIM
12
International Assets Investment Management
Florida
$2.11M 86,009 – –
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.19M 48,345 +284 +0.6%
CIA
14
Capital Investment Advisors
Georgia
$1.17M 47,763 +3,642 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$887K 36,208 +2,541 +8%
SAA
16
Southeast Asset Advisors
Georgia
$823K 33,597 – –
AWA
17
Arete Wealth Advisors
Illinois
$747K 30,511 -5,321 -15%
ATC
18
Argent Trust Co
Tennessee
$433K 17,665 – –
DIA
19
Dana Investment Advisors
Wisconsin
$423K 17,253 +17,253 New
GSEP
20
Golden State Equity Partners
California
$309K 12,632 +12,632 New
AWM
21
Avaii Wealth Management
Wisconsin
$256K 10,450 +199 +2%
CAL
22
Capital Analysts LLC
Pennsylvania
$85K 3,486 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$84.4K 3,448 -131 -4%
HI
24
Harbour Investments
Wisconsin
$9.8K 400 – –
PA
25
Parallel Advisors
California
$3.58K 146 +146 New
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