DoubleLine Shiller CAPE US Equities ETF
CAPE
47 hedge funds and large institutions have $150M invested in DoubleLine Shiller CAPE US Equities ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 7 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.49% more ownership
Funds ownership: 61.4% → 62.89% (+1.5%)
4% less funds holding
Funds holding: 49 → 47 (-2)
6% less capital invested
Capital invested by funds: $160M → $150M (-$9.74M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$5.03M |
| 2 |
CPA
Clear Point Advisors
Melville,
New York
|
+$3.97M |
| 3 |
SG
Straightline Group
Troy,
Michigan
|
+$392K |
| 4 |
HAG
HF Advisory Group
Annapolis,
Maryland
|
+$385K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$15.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.76M |
| 3 |
Jane Street
New York
|
-$2.65M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$1.3M |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$1.03M |
CAPE Hedge Fund Activity: Q2 2026 in Review
47 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q2 2026, worth a combined $150M — down 6.1% from $160M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CAPE and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 10 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $5.03M. The largest seller was Evensky & Katz, cutting an estimated $15.8M.
- 47 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q2 2026, down from 49 in Q1 2026.
- Funds reported $150M of DoubleLine Shiller CAPE US Equities ETF stock for Q2 2026, down 6.1% quarter-over-quarter.
- 5 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q2 2026 and 7 closed out, a net change of -2 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q2 2026 was Foundations Investment Advisors, an estimated $5.03M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q2 2026 was Evensky & Katz, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2026.