TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

251 hedge funds and large institutions have $2.17B invested in SPDR DoubleLine Total Return Tactical ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.78%
New
19
Increased
98
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$14M
2
PI
2
PFS Investments
Georgia
$22M
3
HI
3
Horizon Investments
North Carolina
$41.8M
4
MMA
4
Miracle Mile Advisors
California
$53.8M
5
GFPC
5
Global Financial Private Capital
Florida
$32.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$254M
2
UBS Group
2
UBS Group
Switzerland
$134M
3
Wells Fargo
3
Wells Fargo
California
$70.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
226
SEI Investments
Pennsylvania
$23K +$18.1K +377 +370%
ASN
227
Advisory Services Network
Georgia
$21K -$126K -2,649 -86%
BCA
228
Bay Colony Advisors
Massachusetts
$21K +$21K +435 New
MA
229
MCF Advisors
Kentucky
$20K -$436 -9 -2%
FWM
230
Focused Wealth Management
New York
$18K +$94 +2 +0.5%
ME
231
McIlrath & Eck
Washington
$16K – – –
TFA
232
Toth Financial Advisory
Virginia
$16K – – –
ARMC
233
American Research & Management Company
Massachusetts
$15K – – –
SWM
234
SeaCrest Wealth Management
New York
$15K – – –
CAC
235
Certified Advisory Corp
Florida
$14K – – –
RFWA
236
RPg Family Wealth Advisory
Massachusetts
$13.3K -$18.6K -392 -58%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$13K -$19.9K -433 -60%
SBL
238
Sargent Bickham Lagudis
Colorado
$10K – – –
AWM
239
AllSquare Wealth Management
New York
$10K – – –
CWA
240
Clarus Wealth Advisors
Arizona
$10K +$10K +200 New
AOWM
241
Alpha Omega Wealth Management
Virginia
$10K +$10K +208 New
MSA
242
Marino Stram & Associates
Massachusetts
$9K – – –
PCM
243
Peak Capital Management
Colorado
$8K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$7K -$41.1K -881 -85%
PFP
245
Pinnacle Financial Partners
Tennessee
$7K – – –
AF
246
Allworth Financial
California
$5K +$5K +98 New
LNB
247
Ledyard National Bank
$2K – – –
BlackRock
248
BlackRock
New York
$1K -$27.9K -782 -97%
SIS
249
Sound Income Strategies
Florida
$1K +$1K +12 New
Jane Street
250
Jane Street
New York
– -$10.7M -223,554 Closed
7 8 9
10
11