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DoubleLine Shiller CAPE US Equities ETF

33 hedge funds and large institutions have $254M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
7
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$61M 2,200,454 -17,909 -0.8%
WA
2
Waddell & Associates
Tennessee
$54.1M 1,952,955 -1,024 -0.1%
SFG
3
Socha Financial Group
New York
$51.6M 1,859,817 -50,501 -3%
WLPWM
4
Walled Lake Planning & Wealth Management
Illinois
$23.7M 853,331 +2,228 +0.3%
EK
5
Evensky & Katz
Florida
$16.5M 593,745 -12,932 -2%
SPI
6
Santori & Peters Inc
Pennsylvania
$7.75M 279,426 -6,381 -2%
CPA
7
Clear Point Advisors
New York
$6.07M 219,122 -45,728 -17%
CAG
8
Csenge Advisory Group
Florida
$5.99M 216,162 +4,234 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.01M 108,515 -34,220 -24%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.94M 106,203 +106,203 New
HAG
11
HF Advisory Group
Maryland
$2.88M 103,931 +7,103 +7%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$2.64M 95,011 +4,226 +5%
CIA
13
Capital Investment Advisors
Georgia
$2.48M 89,484 -4,648 -5%
IAIM
14
International Assets Investment Management
Florida
$2.25M 81,199
MSFS
15
Main Street Financial Solutions
Pennsylvania
$2.07M 74,515 +74,515 New
FIA
16
Foundations Investment Advisors
Arizona
$1.43M 51,554 +51,554 New
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$1.37M 49,489 -8,263 -14%
Citadel Advisors
18
Citadel Advisors
Florida
$1.29M 46,511 -22,094 -32%
SAA
19
Southeast Asset Advisors
Georgia
$931K 33,597
AWM
20
Avaii Wealth Management
Wisconsin
$648K 23,373 +1,523 +7%
AWA
21
Arete Wealth Advisors
Illinois
$619K 22,335 -5,408 -19%
DIA
22
Dana Investment Advisors
Wisconsin
$558K 20,146 -874 -4%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$446K 16,092 +6,418 +66%
KWA
24
Kingswood Wealth Advisors
California
$445K 16,050 +3,650 +29%
Jane Street
25
Jane Street
New York
$398K 14,350 +14,350 New