DoubleLine Shiller CAPE US Equities ETF
CAPE
47 hedge funds and large institutions have $229M invested in DoubleLine Shiller CAPE US Equities ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
12% more funds holding
Funds holding: 42 → 47 (+5)
9% more capital invested
Capital invested by funds: $210M → $229M (+$19.5M)
2.03% more ownership
Funds ownership: 67.26% → 69.29% (+2%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$6.72M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$5.2M |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$2.11M |
| 4 |
SG
Straightline Group
Troy,
Michigan
|
+$1.38M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$946K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
-$1.17M |
| 2 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$629K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$500K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$477K |
| 5 |
CPA
Clear Point Advisors
Melville,
New York
|
-$438K |
CAPE Hedge Fund Activity: Q3 2025 in Review
47 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q3 2025, worth a combined $229M — up 9.3% from $210M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CAPE positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Armor Investment Advisors, adding an estimated $6.72M. The largest seller was Walled Lake Planning & Wealth Management, cutting an estimated $1.17M.
- 47 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q3 2025, up from 42 in Q2 2025.
- Funds reported $229M of DoubleLine Shiller CAPE US Equities ETF stock for Q3 2025, up 9.3% quarter-over-quarter.
- 7 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q3 2025 was Armor Investment Advisors, an estimated $6.72M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q3 2025 was Walled Lake Planning & Wealth Management, an estimated $1.17M sold.
Based on aggregated 13F filings for Q3 2025.