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State Street DoubleLine Total Return Tactical ETF

290 hedge funds and large institutions have $2.37B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 132 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 86

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

7% more capital invested

Capital invested by funds: $2.22B → $2.37B (+$151M)

0.6% less ownership

Funds ownership: 71.8%71.19% (-0.6%)

3% less funds holding

Funds holding: 299290 (-9)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

Holders
290
Holders Change
-9
Holders Change %
-3.01%
% of All Funds
6.3%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
25
Increased
132
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$201K +$198K +4,091 New
CFGS
227
Concourse Financial Group Securities
Alabama
$196K -$1.94K -40 -1%
FA
228
Financial Advantage
Maryland
$179K
VNA
229
Valley National Advisers
Pennsylvania
$179K +$177K +3,650 New
TFGT
230
TS Financial Group (TSFG)
Illinois
$157K +$1.26K +26 +0.8%
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$152K +$140K +2,892 +1,418%
SPIA
232
Steward Partners Investment Advisory
New York
$124K +$123K +2,545 New
PB
233
Pinnacle Bancorp
Nebraska
$114K
AIM
234
Advantage Investment Management
Iowa
$98K
AIC
235
Archer Investment Corporation
Indiana
$98K
LPWM
236
Lake Point Wealth Management
Texas
$95K
SAM
237
Shamrock Asset Management
Texas
$93K
CIAS
238
Capital Investment Advisory Services
North Carolina
$85K -$17.8K -368 -18%
FNBOSM
239
First National Bank of South Miami
Florida
$73K
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$69K
PG
241
Proffitt & Goodson
Tennessee
$66K -$49.2K -1,015 -43%
BCA
242
Berman Capital Advisors
Georgia
$64K -$122K -2,526 -66%
PW
243
Price Wealth
Texas
$60K
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.5K +$20K +412 +56%
PFBT
245
Parkside Financial Bank & Trust
Missouri
$55K +$54.4K +1,123 New
RFA
246
Reilly Financial Advisors
California
$49K
MA
247
MCF Advisors
Kentucky
$47K +$9.15K +189 +25%
SF
248
Synovus Financial
Georgia
$46K
PA
249
Parallel Advisors
California
$45K -$361K -7,463 -89%
AP
250
Atwood & Palmer
Missouri
$45K

TOTL Hedge Fund Activity: Q2 2019 in Review

290 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2019, worth a combined $2.37B — up 6.8% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TOTL and 25 opened new positions — a net loss of 4 holders — while 86 trimmed existing stakes and 132 added.

The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $56.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.6M.

  • 290 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2019, down from 299 in Q1 2019.
  • Funds reported $2.37B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2019, up 6.8% quarter-over-quarter.
  • 25 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2019 and 29 closed out, a net change of -4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2019 was AJ Wealth Strategies, an estimated $56.7M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2019 was Commonwealth Equity Services, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2019.