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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

32 hedge funds and large institutions have $258M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
1
Increased
12
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$62.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.92M
3
CIA
3
Capital Investment Advisors
Georgia
$2.64M
4
CAG
4
Csenge Advisory Group
Florida
$5.93M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.54M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$1.62M
3
WA
3
Waddell & Associates
Tennessee
$54.7M
4
TW
4
Transform Wealth
Colorado
$2.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$368K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$62.1M 2,218,363 +86,583 +4%
WA
2
Waddell & Associates
Tennessee
$54.7M 1,953,979 -49,698 -2%
SFG
3
Socha Financial Group
New York
$53.5M 1,910,318 -5,089 -0.3%
WLPWM
4
Walled Lake Planning & Wealth Management
Illinois
$23.8M 851,103 +5,321 +0.6%
EK
5
Evensky & Katz
Florida
$17M 606,677 -9,891 -2%
SPI
6
Santori & Peters Inc
Pennsylvania
$8M 285,807 -1,625 -0.6%
CPA
7
Clear Point Advisors
New York
$7.42M 264,850 -2,815 -1%
CAG
8
Csenge Advisory Group
Florida
$5.93M 211,928 +17,441 +9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4M 142,735 -391,307 -73%
HAG
10
HF Advisory Group
Maryland
$2.71M 96,828 +695 +0.7%
CIA
11
Capital Investment Advisors
Georgia
$2.64M 94,132 +22,613 +32%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$2.54M 90,785 +13,364 +17%
TW
13
Transform Wealth
Colorado
$2.41M 86,165 -48,587 -36%
IAIM
14
International Assets Investment Management
Florida
$2.25M 81,199 -200 -0.2%
Citadel Advisors
15
Citadel Advisors
Florida
$1.92M 68,605 +68,605 New
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$1.62M 57,752 -76,310 -57%
SAA
17
Southeast Asset Advisors
Georgia
$941K 33,597 – –
AWA
18
Arete Wealth Advisors
Illinois
$777K 27,743 -2,127 -7%
AWM
19
Avaii Wealth Management
Wisconsin
$612K 21,850 +1,380 +7%
DIA
20
Dana Investment Advisors
Wisconsin
$589K 21,020 -528 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$368K 13,129 -15,419 -54%
TCA
22
Transcend Capital Advisors
New Jersey
$350K 12,499 +1,582 +14%
KWA
23
Kingswood Wealth Advisors
California
$347K 12,400 +3,100 +33%
Comerica Bank
24
Comerica Bank
Texas
$285K 10,169 +865 +9%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$271K 9,674 +811 +9%
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