DoubleLine Fortune 500 Equal Weight ETF
DFVE
7 hedge funds and large institutions have $10.2M invested in DoubleLine Fortune 500 Equal Weight ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 4 closing their positions.
5.1% less ownership
Funds ownership: 80.4% → 75.3% (-5.1%)
22% less funds holding
Funds holding: 9 → 7 (-2)
25% less capital inflows, than outflows
Capital inflows: $1.99M | Capital outflows: $2.65M
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.97M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.39K |
| 4 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$980 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cantor Fitzgerald
New York
|
-$1.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$858K |
| 3 |
Bangor Savings Bank
Bangor,
Maine
|
-$7.11K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28 |
DFVE Hedge Fund Activity: Q1 2025 in Review
7 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) for Q1 2025, worth a combined $10.2M — down 6.6% from $10.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DFVE and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $1.97M. The largest seller was Cantor Fitzgerald, exiting entirely with an estimated $1.78M sold.
- 7 institutional investors held DoubleLine Fortune 500 Equal Weight ETF (DFVE) as of Q1 2025, down from 9 in Q4 2024.
- Funds reported $10.2M of DoubleLine Fortune 500 Equal Weight ETF stock for Q1 2025, down 6.6% quarter-over-quarter.
- 2 funds opened new DoubleLine Fortune 500 Equal Weight ETF positions in Q1 2025 and 4 closed out, a net change of -2 holders.
- The largest DoubleLine Fortune 500 Equal Weight ETF buyer in Q1 2025 was Foundations Investment Advisors, an estimated $1.97M added.
- The largest DoubleLine Fortune 500 Equal Weight ETF seller in Q1 2025 was Cantor Fitzgerald, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2025.