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%)
7% less capital invested
Capital invested by funds: $10.9M → $10.2M (-$723K)
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
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 |
CF
Cantor Fitzgerald
New York
|
-$1.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$858K |
| 3 |
BSB
Bangor Savings Bank
Bangor,
Maine
|
-$7.11K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $5.2M | +$1.97M | +68,259 | +59% |
|
2
Barclays
London,
United Kingdom
| $1.69M | – | – | – |
|
3
Morgan Stanley
New York
| $1.69M | – | – | – |
|
4
JP Morgan Chase
New York
| $1.56M | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $48K | +$14.4K | +500 | +42% |
|
|
6
UBS Group
Zurich,
Switzerland
| $8.21K | +$8.39K | +291 | New |
|
|
NEWAS
7
N.E.W. Advisory Services
De Pere,
Wisconsin
| $960 | +$980 | +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 |
|
DFVE Hedge Fund Activity: Q1 2025 in Review
7 of the 7,459 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.