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DoubleLine Shiller CAPE US Equities ETF
CAPE

42 hedge funds and large institutions have $210M invested in DoubleLine Shiller CAPE US Equities ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 40 → 42 (+2)

4% more capital invested

Capital invested by funds: $202M → $210M (+$7.99M)

0.33% more ownership

Funds ownership: 66.93% → 67.26% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.55%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
4
Increased
22
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$2.04M
2
UBS Group
UBS Group
Switzerland
+$736K
3
CFD
Creative Financial Designs
Indiana
+$410K
4
SG
Straightline Group
Michigan
+$289K
5
CIA
Capital Investment Advisors
Georgia
+$279K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.84M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.62M
3
SFG
Socha Financial Group
New York
-$498K
4
MSFS
Main Street Financial Solutions
Pennsylvania
-$388K
5
AWA
Arete Wealth Advisors
Illinois
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Waddell & Associates
Tennessee
$63.3M +$195K +6,422 +0.3%
SG
2
Straightline Group
Michigan
$30.9M +$289K +9,536 +1%
WLPWM
3
Walled Lake Planning & Wealth Management
Illinois
$27.8M +$152K +5,009 +0.6%
EK
4
Evensky & Katz
Florida
$17.5M -$110K -3,634 -0.7%
FIA
5
Foundations Investment Advisors
Arizona
$11.2M +$2.04M +67,212 +24%
UBS Group
6
UBS Group
Switzerland
$10.6M +$736K +24,238 +8%
SPI
7
Santori & Peters Inc
Pennsylvania
$8.14M -$57.4K -1,890 -0.7%
CPA
8
Clear Point Advisors
New York
$5.44M +$121K +4,000 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.99M +$78.3K +2,579 +2%
HAG
10
HF Advisory Group
Maryland
$3.82M +$187K +6,176 +5%
CAG
11
Csenge Advisory Group
Florida
$3.29M -$6.19K -204 -0.2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3.2M +$121 +4 +0%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$3.17M -$388K -12,793 -11%
SFG
14
Socha Financial Group
New York
$3.08M -$498K -16,412 -14%
CIA
15
Capital Investment Advisors
Georgia
$2.98M +$279K +9,194 +11%
IAIM
16
International Assets Investment Management
Florida
$2.52M – – –
SAA
17
Southeast Asset Advisors
Georgia
$1.07M – – –
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$917K +$637 +21 +0.1%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$905K +$60.7K +2,000 +8%
AWM
20
Avaii Wealth Management
Wisconsin
$798K +$27.8K +917 +4%
DIA
21
Dana Investment Advisors
Wisconsin
$754K +$35.2K +1,159 +5%
Comerica Bank
22
Comerica Bank
Texas
$596K +$70.6K +2,326 +14%
KWA
23
Kingswood Wealth Advisors
California
$590K -$4.55K -150 -0.8%
AIA
24
Armor Investment Advisors
North Carolina
$541K +$39.9K +1,313 +8%
Citadel Advisors
25
Citadel Advisors
Florida
$500K -$2.62M -86,348 -85%
1
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CAPE Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q2 2025, worth a combined $210M — up 4% from $202M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CAPE positions and 2 closed out — a net gain of 2 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $2.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.84M sold.

  • 42 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q2 2025, up from 40 in Q1 2025.
  • Funds reported $210M of DoubleLine Shiller CAPE US Equities ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 4 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q2 2025 was Foundations Investment Advisors, an estimated $2.04M added.
  • The largest DoubleLine Shiller CAPE US Equities ETF seller in Q2 2025 was Susquehanna International Group, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2025.