CAPE icon

DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

27 hedge funds and large institutions have $180M invested in DoubleLine Shiller CAPE US Equities ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
4
Increased
13
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12.4M
2
UBS Group
2
UBS Group
Switzerland
$7.1M
3
SFG
3
Socha Financial Group
New York
$46M
4
WA
4
Waddell & Associates
Tennessee
$53.9M
5
SPI
5
Santori & Peters Inc
Pennsylvania
$6.92M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$1.34M
2
AWA
2
Arete Wealth Advisors
Illinois
$213K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$421K
4
ATC
4
Argent Trust Co
Tennessee
$0
5
EK
5
Evensky & Katz
Florida
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$53.9M 2,276,608 +21,867 +1%
SFG
2
Socha Financial Group
New York
$46M 1,941,707 +40,908 +2%
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$19.7M 832,315 +5,140 +0.6%
EK
4
Evensky & Katz
Florida
$14.7M 620,360 -7,280 -1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.4M 524,882 +136,659 +35%
UBS Group
6
UBS Group
Switzerland
$7.1M 300,012 +120,624 +67%
SPI
7
Santori & Peters Inc
Pennsylvania
$6.92M 292,188 +9,684 +3%
CAG
8
Csenge Advisory Group
Florida
$4.64M 196,005 +790 +0.4%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$3.48M 146,833 -6,272 -4%
HAG
10
HF Advisory Group
Maryland
$2.28M 96,361 -524 -0.5%
IAIM
11
International Assets Investment Management
Florida
$1.98M 83,944 -2,065 -2%
TW
12
Transform Wealth
Colorado
$1.34M 56,741 -64,725 -53%
CIA
13
Capital Investment Advisors
Georgia
$1.33M 56,334 +8,571 +18%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.25M 50,011 +1,666 +3%
SAA
15
Southeast Asset Advisors
Georgia
$795K 33,597 – –
DIA
16
Dana Investment Advisors
Wisconsin
$493K 20,840 +3,587 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$421K 17,787 -18,421 -51%
AWM
18
Avaii Wealth Management
Wisconsin
$332K 14,010 +3,560 +34%
GSEP
19
Golden State Equity Partners
California
$299K 12,634 +2 +0%
AWA
20
Arete Wealth Advisors
Illinois
$213K 8,997 -21,514 -71%
TCA
21
Transcend Capital Advisors
New Jersey
$202K 8,548 +8,548 New
Osaic Holdings
22
Osaic Holdings
Arizona
$139K 5,874 +2,426 +70%
CAL
23
Capital Analysts LLC
Pennsylvania
$83K 3,486 – –
Comerica Bank
24
Comerica Bank
Texas
$30.9K 1,307 +1,307 New
PO
25
Private Ocean
California
$23.7K 1,000 +1,000 New
1
2