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State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
226
Blue Edge Capital
Virginia
$227K +$3.73K +76 +2%
JWA
227
JFS Wealth Advisors
Pennsylvania
$225K +$225K +4,578 New
GSWM
228
Golden State Wealth Management
California
$221K -$6.44K -131 -3%
OWM
229
Opes Wealth Management
California
$220K +$220K +4,470 New
MIC
230
Means Investment Company
Maine
$214K +$836 +17 +0.4%
IC
231
Intersect Capital
California
$213K +$213K +4,327 New
KA
232
Kovack Advisors
Florida
$209K
TTWM
233
TCV Trust & Wealth Management
Virginia
$207K -$18.9K -385 -8%
GKWIM
234
Gerber Kawasaki Wealth & Investment Management
California
$200K +$200K +4,067 New
PO
235
Private Ocean
California
$196K +$195K +3,975 New
FA
236
Financial Advantage
Maryland
$180K
CFG
237
Citizens Financial Group
Rhode Island
$170K +$170K +3,455 New
TFGT
238
TS Financial Group (TSFG)
Illinois
$161K +$2.95K +60 +2%
BWP
239
Baldwin Wealth Partners
Massachusetts
$132K -$100K -2,040 -43%
M
240
MOTCO
Texas
$123K +$123K +2,497 New
PB
241
Pinnacle Bancorp
Nebraska
$114K
AIM
242
Advantage Investment Management
Iowa
$98K
CIAS
243
Capital Investment Advisory Services
North Carolina
$85K
AIC
244
Archer Investment Corporation
Indiana
$84K -$13.5K -274 -14%
FNBOSM
245
First National Bank of South Miami
Florida
$74K
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$69K
PG
247
Proffitt & Goodson
Tennessee
$67K
PW
248
Price Wealth
Texas
$60K
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.7K
PFBT
250
Parkside Financial Bank & Trust
Missouri
$55K

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.