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DoubleLine Fortune 500 Equal Weight ETF
DFVE

6 hedge funds and large institutions have $12.6M invested in DoubleLine Fortune 500 Equal Weight ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.08% less ownership

Funds ownership: 74.09% → 74.01% (-0.08%)

Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$3.08M
2
+$18.3K
3
+$9.84K

Top Sellers

1
-$1.79M
2
-$1.23M
3
-$6.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$10.3M
JP Morgan Chase
2
JP Morgan Chase
New York
$1.73M
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$287K
MA
4
Mutual Advisors
Nebraska
$248K
UBS Group
5
UBS Group
Switzerland
$18.3K
NEWAS
6
N.E.W. Advisory Services
Wisconsin
$1.07K
Morgan Stanley
7
Morgan Stanley
New York
–