DoubleLine Fortune 500 Equal Weight ETF
DFVE
6 hedge funds and large institutions have $9.98M invested in DoubleLine Fortune 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
65% more capital invested
Capital invested by funds: $6.04M → $9.98M (+$3.94M)
50% more funds holding
Funds holding: 4 → 6 (+2)
32.28% more ownership
Funds ownership: 45.53% → 77.82% (+32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Cantor Fitzgerald
New York
|
+$4.76M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$415K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$80 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
1
Cantor Fitzgerald
New York
| $4.76M | +$4.76M | +178,000 | New |
|
2
Barclays
London,
United Kingdom
| $1.6M | – | – | – |
|
3
JP Morgan Chase
New York
| $1.6M | – | – | – |
|
4
Morgan Stanley
New York
| $1.6M | – | – | – |
|
|
FIA
5
Foundations Investment Advisors
Phoenix,
Arizona
| $415K | +$415K | +15,522 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $80 | +$80 | +3 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.07M | -38,561 | Closed |
|
DFVE Hedge Fund Activity: Q2 2024 in Review
6 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) for Q2 2024, worth a combined $9.98M — up 65% from $6.04M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DFVE positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Cantor Fitzgerald, opening a new position worth an estimated $4.76M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.07M sold.
- 6 institutional investors held DoubleLine Fortune 500 Equal Weight ETF (DFVE) as of Q2 2024, up from 4 in Q1 2024.
- Funds reported $9.98M of DoubleLine Fortune 500 Equal Weight ETF stock for Q2 2024, up 65% quarter-over-quarter.
- 3 funds opened new DoubleLine Fortune 500 Equal Weight ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest DoubleLine Fortune 500 Equal Weight ETF buyer in Q2 2024 was Cantor Fitzgerald, an estimated $4.76M added.
- The largest DoubleLine Fortune 500 Equal Weight ETF seller in Q2 2024 was Susquehanna International Group, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2024.