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State Street DoubleLine Total Return Tactical ETF

299 hedge funds and large institutions have $2.22B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

5% more funds holding

Funds holding: 286299 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$33.8M)

1.48% less ownership

Funds ownership: 73.27%71.8% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
6.47%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.76%
New
41
Increased
118
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
226
Baldwin Wealth Partners
Massachusetts
$228K -$23.9K -500 -10%
AWM
227
Aries Wealth Management
Maine
$226K +$223K +4,675 New
GSWM
228
Golden State Wealth Management
California
$224K +$221K +4,627 New
IWM
229
IHT Wealth Management
Illinois
$212K +$209K +4,376 New
PAS
230
Partnervest Advisory Services
California
$211K -$94.9K -1,987 -31%
FHC
231
First Heartland Consultants
Missouri
$210K +$207K +4,338 New
EWF
232
Epstein & White Financial
California
$208K -$59.7K -1,251 -22%
BEC
233
Blue Edge Capital
Virginia
$208K -$65K -1,362 -24%
KA
234
Kovack Advisors
Florida
$205K +$203K +4,245 New
VFPI
235
Vantage Financial Partners (Illinois)
Illinois
$201K +$199K +4,162 New
CFGS
236
Concourse Financial Group Securities
Alabama
$195K +$16.5K +346 +9%
BCA
237
Berman Capital Advisors
Georgia
$185K
CFG
238
Citizens Financial Group
Rhode Island
$185K +$183K +3,823 New
FA
239
Financial Advantage
Maryland
$177K
TFGT
240
TS Financial Group (TSFG)
Illinois
$154K +$152K +3,175 New
PG
241
Proffitt & Goodson
Tennessee
$114K
PB
242
Pinnacle Bancorp
Nebraska
$112K -$6.64K -139 -6%
CIAS
243
Capital Investment Advisory Services
North Carolina
$101K
SFSIG
244
San Francisco Sentry Investment Group
California
$99K
AIM
245
Advantage Investment Management
Iowa
$97K
AIC
246
Archer Investment Corporation
Indiana
$96K
LPWM
247
Lake Point Wealth Management
Texas
$95K -$3.37M -70,537 -97%
SAM
248
Shamrock Asset Management
Texas
$91K
SFA
249
Semmax Financial Advisors
North Carolina
$75K -$47K -985 -39%
FNBOSM
250
First National Bank of South Miami
Florida
$72K

TOTL Hedge Fund Activity: Q1 2019 in Review

299 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2019, worth a combined $2.22B — up 1.5% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TOTL positions and 21 closed out — a net gain of 20 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $83.9M. The largest seller was Stadion Money Management, exiting entirely with an estimated $161M sold.

  • 299 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2019, up from 286 in Q4 2018.
  • Funds reported $2.22B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 41 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2019 was Janney Capital Management, an estimated $83.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2019 was Stadion Money Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2019.