DoubleLine Fortune 500 Equal Weight ETF
DFVE
6 hedge funds and large institutions have $12.6M invested in DoubleLine Fortune 500 Equal Weight ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
6% more capital invested
Capital invested by funds: $11.9M → $12.6M (+$659K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.08% less ownership
Funds ownership: 74.09% → 74.01% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$17.8K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$9.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.79M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 3 |
JP Morgan Chase
New York
|
-$5.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $10.3M | +$3M | +97,952 | +43% |
|
|
2
JP Morgan Chase
New York
| $1.73M | -$5.86K | -191 | -0.3% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $287K | -$1.2M | -39,092 | -81% |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $248K | +$9.57K | +312 | +4% |
|
|
5
UBS Group
Zurich,
Switzerland
| $18.3K | +$17.8K | +580 | New |
|
|
NEWAS
6
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.07K | – | – | – |
|
|
7
Morgan Stanley
New York
| – | -$1.79M | -60,000 | Closed |
|
DFVE Hedge Fund Activity: Q3 2025 in Review
6 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) for Q3 2025, worth a combined $12.6M — up 5.5% from $11.9M a quarter earlier.
Fund positioning in DFVE was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $3M. The largest seller was Morgan Stanley, exiting entirely with an estimated $1.79M sold.
- 6 institutional investors held DoubleLine Fortune 500 Equal Weight ETF (DFVE) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $12.6M of DoubleLine Fortune 500 Equal Weight ETF stock for Q3 2025, up 5.5% quarter-over-quarter.
- 1 fund opened new DoubleLine Fortune 500 Equal Weight ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest DoubleLine Fortune 500 Equal Weight ETF buyer in Q3 2025 was Foundations Investment Advisors, an estimated $3M added.
- The largest DoubleLine Fortune 500 Equal Weight ETF seller in Q3 2025 was Morgan Stanley, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2025.