DoubleLine Fortune 500 Equal Weight ETF
DFVE
7 hedge funds and large institutions have $25.4M invested in DoubleLine Fortune 500 Equal Weight ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 4 closing their positions.
62% more capital inflows, than outflows
Capital inflows: $3.72M | Capital outflows: $2.3M
1.36% less ownership
Funds ownership: 80.04% → 78.68% (-1.4%)
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 |
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.6M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$95K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$23.1K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.75M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$258K |
| 3 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$258K |
| 4 |
Root Financial Partners
Encinitas,
California
|
-$28.2K |
DFVE Hedge Fund Activity: Q2 2026 in Review
7 of the 8,366 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) for Q2 2026, worth a combined $25.4M — up 17% from $21.8M 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 $3.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.75M sold.
- 7 institutional investors held DoubleLine Fortune 500 Equal Weight ETF (DFVE) as of Q2 2026, down from 9 in Q1 2026.
- Funds reported $25.4M of DoubleLine Fortune 500 Equal Weight ETF stock for Q2 2026, up 17% quarter-over-quarter.
- 2 funds opened new DoubleLine Fortune 500 Equal Weight ETF positions in Q2 2026 and 4 closed out, a net change of -2 holders.
- The largest DoubleLine Fortune 500 Equal Weight ETF buyer in Q2 2026 was Foundations Investment Advisors, an estimated $3.6M added.
- The largest DoubleLine Fortune 500 Equal Weight ETF seller in Q2 2026 was JP Morgan Chase, an estimated $1.75M sold.
Based on aggregated 13F filings for Q2 2026.