DoubleLine Fortune 500 Equal Weight ETF
DFVE
9 hedge funds and large institutions have $10.9M invested in DoubleLine Fortune 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
80% more funds holding
Funds holding: 5 → 9 (+4)
6.35% more ownership
Funds ownership: 74.05% → 80.4% (+6.4%)
6% more capital invested
Capital invested by funds: $10.3M → $10.9M (+$608K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$888K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$35.1K |
| 4 |
BSB
Bangor Savings Bank
Bangor,
Maine
|
+$7.35K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$29 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Cantor Fitzgerald
New York
|
-$2.05M |
| 2 |
JP Morgan Chase
New York
|
-$140K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $3.28M | +$2.15M | +73,497 | +173% |
|
|
CF
2
Cantor Fitzgerald
New York
| $1.78M | -$2.05M | -70,000 | -53% |
|
3
Barclays
London,
United Kingdom
| $1.7M | – | – | – |
|
4
Morgan Stanley
New York
| $1.7M | – | – | – |
|
|
5
JP Morgan Chase
New York
| $1.56M | -$140K | -4,777 | -8% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $858K | +$888K | +30,318 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $34K | +$35.1K | +1,200 | New |
|
|
BSB
8
Bangor Savings Bank
Bangor,
Maine
| $7.11K | +$7.35K | +251 | New |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| $28 | +$29 | +1 | New |
|
DFVE Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) for Q4 2024, worth a combined $10.9M — up 5.9% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DFVE positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $2.15M. The largest seller was Cantor Fitzgerald, cutting an estimated $2.05M.
- 9 institutional investors held DoubleLine Fortune 500 Equal Weight ETF (DFVE) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $10.9M of DoubleLine Fortune 500 Equal Weight ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
- 4 funds opened new DoubleLine Fortune 500 Equal Weight ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
- The largest DoubleLine Fortune 500 Equal Weight ETF buyer in Q4 2024 was Foundations Investment Advisors, an estimated $2.15M added.
- The largest DoubleLine Fortune 500 Equal Weight ETF seller in Q4 2024 was Cantor Fitzgerald, an estimated $2.05M sold.
Based on aggregated 13F filings for Q4 2024.