State Street DoubleLine Total Return Tactical ETF
TOTL
251 hedge funds and large institutions have $2.17B invested in State Street 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.
5% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 93
0.49% less ownership
Funds ownership: 69.17% → 68.67% (-0.49%)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
2% less funds holding
Funds holding: 257 → 251 (-6)
6% less funds holding in top 10
Funds holding in top 10: 36 → 34 (-2)
7% less capital invested
Capital invested by funds: $2.32B → $2.17B (-$156M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$30.7M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$6.31M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$6.11M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$5.09M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$30.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$29.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$24.3M |
| 4 |
JP Morgan Chase
New York
|
-$23.5M |
| 5 |
Jane Street
New York
|
-$10.7M |
TOTL Hedge Fund Activity: Q2 2018 in Review
251 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2018, worth a combined $2.17B — down 6.7% from $2.32B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of TOTL and 19 opened new positions — a net loss of 1 holder — while 93 trimmed existing stakes and 98 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $30.7M. The largest seller was Morgan Stanley, cutting an estimated $30.2M.
- 251 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2018, down from 257 in Q1 2018.
- Funds reported $2.17B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2018, down 6.7% quarter-over-quarter.
- 19 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2018 and 20 closed out, a net change of -1 holder.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $30.7M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2018 was Morgan Stanley, an estimated $30.2M sold.
Based on aggregated 13F filings for Q2 2018.