CAPE icon

DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

33 hedge funds and large institutions have $255M invested in DoubleLine Shiller CAPE US Equities ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
7
Increased
12
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$56.6M
2
CPA
2
Clear Point Advisors
New York
$7.11M
3
TW
3
Transform Wealth
Colorado
$3.57M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.07M
5
AWA
5
Arete Wealth Advisors
Illinois
$792K

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$53.2M
2
SFG
2
Socha Financial Group
New York
$50.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$3.55M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.7K
5
SPI
5
Santori & Peters Inc
Pennsylvania
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$56.6M 2,131,780 +1,831,768 +611%
WA
2
Waddell & Associates
Tennessee
$53.2M 2,003,677 -272,931 -12%
SFG
3
Socha Financial Group
New York
$50.8M 1,915,407 -26,300 -1%
WLPWM
4
Walled Lake Planning & Wealth Management
Illinois
$22.4M 845,782 +13,467 +2%
EK
5
Evensky & Katz
Florida
$16.4M 616,568 -3,792 -0.6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$14.2M 534,042 +9,160 +2%
SPI
7
Santori & Peters Inc
Pennsylvania
$7.63M 287,432 -4,756 -2%
CPA
8
Clear Point Advisors
New York
$7.11M 267,665 +267,665 New
CAG
9
Csenge Advisory Group
Florida
$5.16M 194,487 -1,518 -0.8%
TW
10
Transform Wealth
Colorado
$3.57M 134,752 +78,011 +137%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$3.55M 134,062 -12,771 -9%
HAG
12
HF Advisory Group
Maryland
$2.55M 96,133 -228 -0.2%
IAIM
13
International Assets Investment Management
Florida
$2.16M 81,399 -2,545 -3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.07M 77,421 +27,410 +55%
CIA
15
Capital Investment Advisors
Georgia
$1.9M 71,519 +15,185 +27%
SAA
16
Southeast Asset Advisors
Georgia
$891K 33,597 – –
AWA
17
Arete Wealth Advisors
Illinois
$792K 29,870 +20,873 +232%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$757K 28,548 +10,761 +60%
DIA
19
Dana Investment Advisors
Wisconsin
$572K 21,548 +708 +3%
AWM
20
Avaii Wealth Management
Wisconsin
$543K 20,470 +6,460 +46%
GSEP
21
Golden State Equity Partners
California
$334K 12,588 -46 -0.4%
TCA
22
Transcend Capital Advisors
New Jersey
$290K 10,917 +2,369 +28%
RIA
23
Regal Investment Advisors
Michigan
$256K 9,658 +9,658 New
Comerica Bank
24
Comerica Bank
Texas
$247K 9,304 +7,997 +612%
KWA
25
Kingswood Wealth Advisors
California
$247K 9,300 +9,300 New
1
2