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DoubleLine Fortune 500 Equal Weight ETF
DFVE

6 hedge funds and large institutions have $17.2M invested in DoubleLine Fortune 500 Equal Weight ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $12.6M → $17.2M (+$4.63M)

7.73% more ownership

Funds ownership: 74.01% → 81.74% (+7.7%)

0% more funds holding

Funds holding: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$3.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$632K
3
MA
Mutual Advisors
Nebraska
+$10.9K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$32

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$18.3K

DFVE Hedge Fund Activity: Q4 2025 in Review

6 of the 8,280 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) for Q4 2025, worth a combined $17.2M — up 37% from $12.6M a quarter earlier.

Fund positioning in DFVE was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $3.78M. The largest seller was UBS Group, exiting entirely with an estimated $18.3K sold.

  • 6 institutional investors held DoubleLine Fortune 500 Equal Weight ETF (DFVE) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $17.2M of DoubleLine Fortune 500 Equal Weight ETF stock for Q4 2025, up 37% quarter-over-quarter.
  • 1 fund opened new DoubleLine Fortune 500 Equal Weight ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
  • The largest DoubleLine Fortune 500 Equal Weight ETF buyer in Q4 2025 was Foundations Investment Advisors, an estimated $3.78M added.
  • The largest DoubleLine Fortune 500 Equal Weight ETF seller in Q4 2025 was UBS Group, an estimated $18.3K sold.

Based on aggregated 13F filings for Q4 2025.