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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$632K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$10.9K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$18.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $14.3M | +$3.78M | +119,991 | +37% |
|
2
JP Morgan Chase
New York
| $1.76M | – | – | – |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $931K | +$632K | +20,047 | +220% |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $262K | +$10.9K | +347 | +4% |
|
|
NEWAS
5
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.08K | – | – | – |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $32 | +$32 | +1 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$18.3K | -580 | Closed |
|
DFVE Hedge Fund Activity: Q4 2025 in Review
6 of the 8,229 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.