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State Street DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.16B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 251257 (+6)

2.36% more ownership

Funds ownership: 68.67%71.04% (+2.4%)

0% less capital invested

Capital invested by funds: $2.17B → $2.16B (-$8.11M)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.88%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
31
Increased
91
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
226
Atwood & Palmer
Missouri
$44K
WA
227
WP Advisors
California
$39K +$10.3K +217 +35%
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35K
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$34.3K +723 New
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$26K -$3.08K -65 -10%
FANJ
231
Financial Architects (New Jersey)
New Jersey
$26K -$2.32K -49 -8%
GTAM
232
Global Trust Asset Management
Florida
$25K
FMP
233
Financial Management Professionals
Texas
$24K
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$22K +$15.3K +323 +215%
ASN
235
Advisory Services Network
Georgia
$20K -$1.28K -27 -6%
VRM
236
Vectors Research Management
New York
$19K +$19K +400 New
MA
237
MCF Advisors
Kentucky
$18K -$1.14K -24 -6%
FWM
238
Focused Wealth Management
New York
$18K +$95 +2 +0.5%
ME
239
McIlrath & Eck
Washington
$16K
TFA
240
Toth Financial Advisory
Virginia
$16K
ARMC
241
American Research & Management Company
Massachusetts
$14K
SWM
242
SeaCrest Wealth Management
New York
$14K
RFWA
243
RPg Family Wealth Advisory
Massachusetts
$13.2K
CCM
244
Covington Capital Management
California
$11K +$11.4K +240 New
AWM
245
AllSquare Wealth Management
New York
$10K
AOWM
246
Alpha Omega Wealth Management
Virginia
$10K
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$10K +$9.67K +204 New
JFA
248
JNBA Financial Advisors
Minnesota
$10K +$9.86K +208 New
CWA
249
Clarus Wealth Advisors
Arizona
$9K
MSA
250
Marino Stram & Associates
Massachusetts
$9K

TOTL Hedge Fund Activity: Q3 2018 in Review

257 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2018, worth a combined $2.16B — down 0.37% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TOTL positions and 25 closed out — a net gain of 6 holders — while 91 added to existing stakes and 95 trimmed.

The largest buyer was Horizon Investments, adding an estimated $46.2M. The largest seller was Bank of America, cutting an estimated $28M.

  • 257 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2018, up from 251 in Q2 2018.
  • Funds reported $2.16B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2018, down 0.37% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2018 and 25 closed out, a net change of +6 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2018 was Horizon Investments, an estimated $46.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2018 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2018.