DoubleLine Fortune 500 Equal Weight ETF
DFVE
6 hedge funds and large institutions have $11.9M invested in DoubleLine Fortune 500 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.
17% more capital invested
Capital invested by funds: $10.2M → $11.9M (+$1.72M)
1.21% less ownership
Funds ownership: 75.3% → 74.09% (-1.2%)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.34M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.25M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$1.69M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$48K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $6.82M | +$1.25M | +44,874 | +24% |
|
2
Morgan Stanley
New York
| $1.79M | – | – | – |
|
3
JP Morgan Chase
New York
| $1.64M | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.44M | +$1.34M | +48,212 | New |
|
|
MA
5
Mutual Advisors
Omaha,
Nebraska
| $232K | +$210K | +7,558 | New |
|
|
NEWAS
6
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.01K | – | – | – |
|
|
7
Barclays
London,
United Kingdom
| – | -$1.69M | -60,000 | Closed |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| – | -$48K | -1,700 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$8.21K | -291 | Closed |
|
DFVE Hedge Fund Activity: Q2 2025 in Review
6 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) for Q2 2025, worth a combined $11.9M — up 17% from $10.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DFVE and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.34M. The largest seller was Barclays, exiting entirely with an estimated $1.69M sold.
- 6 institutional investors held DoubleLine Fortune 500 Equal Weight ETF (DFVE) as of Q2 2025, down from 7 in Q1 2025.
- Funds reported $11.9M of DoubleLine Fortune 500 Equal Weight ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 2 funds opened new DoubleLine Fortune 500 Equal Weight ETF positions in Q2 2025 and 3 closed out, a net change of -1 holder.
- The largest DoubleLine Fortune 500 Equal Weight ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $1.34M added.
- The largest DoubleLine Fortune 500 Equal Weight ETF seller in Q2 2025 was Barclays, an estimated $1.69M sold.
Based on aggregated 13F filings for Q2 2025.