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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.14B invested in SPDR DoubleLine Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 148 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.07%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.02%
New
32
Increased
100
Reduced
148
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWMG
Prestige Wealth Management Group
New Jersey
$30.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.2M
3
VNA
Valley National Advisers
Pennsylvania
$10.2M
4
VCP
Verus Capital Partners
Arizona
$7.55M
5
HFM
Hartford Financial Management
Connecticut
$8.68M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.53M
2
Morgan Stanley
Morgan Stanley
New York
$188M
3
PI
PFS Investments
Georgia
$0
4
SI
SimpliFi Inc
California
$4.41M
5
HI
Horizon Investments
North Carolina
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
226
Concourse Financial Group Securities
Alabama
$392K +$42.5K +885 +12%
SPL
227
Smart Portfolios LLC
Washington
$390K -$37.2K -774 -9%
IA
228
IFP Advisors
Florida
$379K -$71.7K -1,490 -16%
TCA
229
Transcend Capital Advisors
New Jersey
$355K -$40.6K -847 -10%
SPC
230
Sigma Planning Corp
Michigan
$351K +$24.9K +519 +8%
Comerica Bank
231
Comerica Bank
Texas
$343K -$10.8K -221 -3%
EWM
232
EPG Wealth Management
Georgia
$340K +$340K +7,092 New
Citigroup
233
Citigroup
New York
$336K -$47.5K -991 -12%
CAL
234
Capital Analysts LLC
Pennsylvania
$321K +$19.7K +411 +7%
TCM
235
TD Capital Management
Tennessee
$320K -$239 -5 -0.1%
1IA
236
1834 Investment Advisors
Wisconsin
$319K – – –
Principal Financial Group
237
Principal Financial Group
Iowa
$316K -$1.34K -28 -0.4%
BMCM
238
Bryn Mawr Capital Management
Pennsylvania
$316K +$44K +919 +16%
CA
239
Continuum Advisory
Idaho
$307K -$55K -1,154 -15%
TNA
240
True North Advisors
Texas
$307K +$307K +6,406 New
GIA
241
Gladstone Institutional Advisory
Florida
$305K -$51.2K -1,067 -14%
FFG
242
Ford Financial Group
California
$281K -$12.4K -258 -4%
CF
243
Centaurus Financial
California
$275K -$114K -2,371 -29%
FFA
244
Fragasso Financial Advisors
Pennsylvania
$275K -$3.11K -65 -1%
SPIA
245
Steward Partners Investment Advisory
New York
$271K -$56.7K -1,183 -17%
LNWWM
246
Laird Norton Wetherby Wealth Management
California
$267K – – –
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$266K – – –
QWM
248
QP Wealth Management
New Jersey
$264K +$28.9K +591 +12%
FCCM
249
First City Capital Management
Georgia
$261K -$44.6K -931 -15%
OAJ
250
Ogorek Anthony Joseph
New York
$251K -$86.1K -1,800 -26%
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