DoubleLine Shiller CAPE US Equities ETF
CAPE
34 hedge funds and large institutions have $255M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 33 → 34 (+1)
1% more ownership
Funds ownership: 65.67% → 66.67% (+1%)
1% less capital invested
Capital invested by funds: $258M → $255M (-$3.11M)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.89M |
| 2 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$2.03M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.4M |
| 4 |
Jane Street
New York
|
+$391K |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$2.41M |
| 2 |
SFG
Socha Financial Group
Corning,
New York
|
-$1.38M |
| 3 |
CPA
Clear Point Advisors
Melville,
New York
|
-$1.25M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$932K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$602K |
CAPE Hedge Fund Activity: Q2 2024 in Review
34 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q2 2024, worth a combined $255M — down 1.2% from $258M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CAPE positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.89M. The largest seller was Transform Wealth, exiting entirely with an estimated $2.41M sold.
- 34 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q2 2024, up from 33 in Q1 2024.
- Funds reported $255M of DoubleLine Shiller CAPE US Equities ETF stock for Q2 2024, down 1.2% quarter-over-quarter.
- 7 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q2 2024 and 6 closed out, a net change of +1 holder.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $2.89M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q2 2024 was Transform Wealth, an estimated $2.41M sold.
Based on aggregated 13F filings for Q2 2024.