DoubleLine Shiller CAPE US Equities ETF
CAPE
46 hedge funds and large institutions have $229M invested in DoubleLine Shiller CAPE US Equities ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% less capital invested
Capital invested by funds: $229M → $229M (-$459K)
0.51% less ownership
Funds ownership: 69.29% → 68.78% (-0.51%)
2% less funds holding
Funds holding: 47 → 46 (-1)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.84M |
| 2 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$1.38M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$894K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$570K |
| 5 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.96M |
| 2 |
SFG
Socha Financial Group
Corning,
New York
|
-$771K |
| 3 |
CPA
Clear Point Advisors
Melville,
New York
|
-$351K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$339K |
| 5 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$265K |
CAPE Hedge Fund Activity: Q4 2025 in Review
46 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q4 2025, worth a combined $229M — down 0.2% from $229M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CAPE and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $1.84M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.96M.
- 46 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q4 2025, down from 47 in Q3 2025.
- Funds reported $229M of DoubleLine Shiller CAPE US Equities ETF stock for Q4 2025, down 0.2% quarter-over-quarter.
- 3 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q4 2025 was Foundations Investment Advisors, an estimated $1.84M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2025.