State Street DoubleLine Total Return Tactical ETF
TOTL
214 hedge funds and large institutions have $2.43B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 48
52% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 21
9% more capital invested
Capital invested by funds: $2.23B → $2.43B (+$198M)
5% more funds holding
Funds holding: 204 → 214 (+10)
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
0.96% more ownership
Funds ownership: 66.6% → 67.55% (+0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$41.2M |
| 2 |
JP Morgan Chase
New York
|
+$27.8M |
| 3 |
Morgan Stanley
New York
|
+$27.2M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$22.6M |
| 5 |
VF
Virtu Financial
New York
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$17.5M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$17M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$12.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$7.88M |
| 5 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$7.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJAC
226
L.J. Altfest & Co
New York
| – | -$217K | -4,401 | Closed |
|
|
UAS
227
United Asset Strategies
Garden City,
New York
| – | -$215K | -4,360 | Closed |
|
|
HWA
228
HCR Wealth Advisors
Los Angeles,
California
| – | -$205K | -4,166 | Closed |
|
|
OC
229
Oakworth Capital
Birmingham,
Alabama
| – | -$104K | -2,113 | Closed |
|
230
Creative Planning
Overland Park,
Kansas
| – | -$84K | -1,714 | Closed |
|
|
RCA
231
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$80K | -1,618 | Closed |
|
|
DADC
232
D.A. Davidson & Co
Great Falls,
Montana
| – | -$53K | -1,089 | Closed |
|
|
FWM
233
Focused Wealth Management
Newburgh,
New York
| – | -$17K | -347 | Closed |
|
234
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$16K | -330 | Closed |
|
|
AF
235
Allworth Financial
Folsom,
California
| – | -$12K | -235 | Closed |
|
TOTL Hedge Fund Activity: Q3 2017 in Review
214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2017, worth a combined $2.43B — up 8.9% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new TOTL positions and 21 closed out — a net gain of 11 holders — while 112 added to existing stakes and 48 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $41.2M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $17.5M sold.
- 214 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2017, up from 204 in Q2 2017.
- Funds reported $2.43B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
- 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2017 and 21 closed out, a net change of +11 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2017 was Brinker Capital Investments, an estimated $41.2M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2017 was 3EDGE Asset Management, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2017.