DoubleLine Fortune 500 Equal Weight ETF
DFVE
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.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
$48K |
| 3 |
UBS Group
Zurich,
Switzerland
|
$8.22K |
| 4 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$960 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $5.2M | +$1.93M | +68,259 | +59% |
|
2
Barclays
London,
United Kingdom
| $1.69M | – | – | – |
|
3
Morgan Stanley
New York
| $1.69M | – | – | – |
|
4
JPMorgan Chase & Co
New York
| $1.56M | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $48K | +$14.1K | +500 | +42% |
|
|
6
UBS Group
Zurich,
Switzerland
| $8.22K | +$8.22K | +291 | New |
|
|
NEWAS
7
N.E.W. Advisory Services
De Pere,
Wisconsin
| $960 | +$960 | +34 | New |
|
|
CF
8
Cantor Fitzgerald
New York
| – | -$1.78M | -63,000 | Closed |
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$858K | -30,318 | Closed |
|
|
BSB
10
Bangor Savings Bank
Bangor,
Maine
| – | -$7.11K | -251 | Closed |
|
11
Fidelity Investments
Boston,
Massachusetts
| – | -$28 | -1 | Closed |
|