We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.32B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 82

6% more funds holding in top 10

Funds holding in top 10: 3436 (+2)

0.43% more ownership

Funds ownership: 68.73%69.17% (+0.43%)

4% less funds holding

Funds holding: 267257 (-10)

5% less capital invested

Capital invested by funds: $2.45B → $2.32B (-$126M)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.89%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.83%
New
22
Increased
121
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$51K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$50K +$11.9K +247 +32%
RFA
228
Reilly Financial Advisors
California
$48K
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$47.9K +$47.9K +999 New
SF
230
Synovus Financial
Georgia
$45K +$45.4K +947 New
AP
231
Atwood & Palmer
Missouri
$44K
BlackRock
232
BlackRock
New York
$39K +$37.5K +782 +2,793%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.5K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$34K +$8.64K +180 +34%
RFWA
235
RPg Family Wealth Advisory
Massachusetts
$32.2K -$30K -626 -48%
FANJ
236
Financial Architects (New Jersey)
New Jersey
$29K
MOS
237
MGO One Seven
Ohio
$28K
GTAM
238
Global Trust Asset Management
Florida
$24K -$2.88K -60 -11%
FMP
239
Financial Management Professionals
Texas
$24K +$24K +500 New
MA
240
MCF Advisors
Kentucky
$20K -$7.92K -165 -28%
POIA
241
Pin Oak Investment Advisors
Texas
$20K
FWM
242
Focused Wealth Management
New York
$18K +$2.98K +62 +19%
TFA
243
Toth Financial Advisory
Virginia
$17K
ME
244
McIlrath & Eck
Washington
$16K
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$16K +$16.4K +341 New
ARMC
246
American Research & Management Company
Massachusetts
$15K
SWM
247
SeaCrest Wealth Management
New York
$15K
CAC
248
Certified Advisory Corp
Florida
$14K -$1.31M -27,268 -99%
SWP
249
Strategic Wealth Partners
Ohio
$12K -$5.04K -105 -29%
AWM
250
AllSquare Wealth Management
New York
$10K -$33.6K -700 -77%

TOTL Hedge Fund Activity: Q1 2018 in Review

257 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2018, worth a combined $2.32B — down 5.1% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TOTL and 22 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 121 added.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $18.9M. The largest seller was Wells Fargo, cutting an estimated $45.6M.

  • 257 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2018, down from 267 in Q4 2017.
  • Funds reported $2.32B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2018, down 5.1% quarter-over-quarter.
  • 22 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2018 and 30 closed out, a net change of -8 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $18.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2018 was Wells Fargo, an estimated $45.6M sold.

Based on aggregated 13F filings for Q1 2018.