DoubleLine Fortune 500 Equal Weight ETF
DFVE
9 hedge funds and large institutions have $21.8M invested in DoubleLine Fortune 500 Equal Weight ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more funds holding
Funds holding: 6 → 9 (+3)
27% more capital invested
Capital invested by funds: $17.2M → $21.8M (+$4.59M)
1.7% less ownership
Funds ownership: 81.74% → 80.04% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.88M |
| 2 |
Goldman Sachs
New York
|
+$884K |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$264K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$264K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$49.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$931K |
| 2 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$1.08K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$32 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $18.3M | +$3.88M | +116,617 | +26% |
|
2
JP Morgan Chase
New York
| $1.75M | – | – | – |
|
|
3
Goldman Sachs
New York
| $863K | +$884K | +26,574 | New |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $288K | +$21.6K | +650 | +8% |
|
|
ACA
5
Aptus Capital Advisors
Fairhope,
Alabama
| $258K | +$264K | +7,932 | New |
|
|
IWC
6
Integrated Wealth Concepts
Waltham,
Massachusetts
| $258K | +$264K | +7,932 | New |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $48.8K | +$49.9K | +1,500 | New |
|
|
RFP
8
Root Financial Partners
Encinitas,
California
| $28.3K | +$28.9K | +870 | New |
|
|
VAI
9
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $97 | +$100 | +3 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$931K | -29,167 | Closed |
|
|
NEWAS
11
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$1.08K | -34 | Closed |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$32 | -1 | Closed |
|
DFVE Hedge Fund Activity: Q1 2026 in Review
9 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) for Q1 2026, worth a combined $21.8M — up 27% from $17.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DFVE positions and 3 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $3.88M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $931K sold.
- 9 institutional investors held DoubleLine Fortune 500 Equal Weight ETF (DFVE) as of Q1 2026, up from 6 in Q4 2025.
- Funds reported $21.8M of DoubleLine Fortune 500 Equal Weight ETF stock for Q1 2026, up 27% quarter-over-quarter.
- 6 funds opened new DoubleLine Fortune 500 Equal Weight ETF positions in Q1 2026 and 3 closed out, a net change of +3 holders.
- The largest DoubleLine Fortune 500 Equal Weight ETF buyer in Q1 2026 was Foundations Investment Advisors, an estimated $3.88M added.
- The largest DoubleLine Fortune 500 Equal Weight ETF seller in Q1 2026 was Susquehanna International Group, an estimated $931K sold.
Based on aggregated 13F filings for Q1 2026.