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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

353 hedge funds and large institutions have $2.32B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
6.22%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
28
Increased
140
Reduced
135
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$28.1M
2
LPL Financial
LPL Financial
California
+$13.1M
3
CAI
Capital Advisors Inc
Oklahoma
+$6.77M
4
CG
Colony Group
Massachusetts
+$6.27M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.78M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.7M
2
OAM
Occidental Asset Management
California
-$14.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$13.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.9M
5
GAM
Gemmer Asset Management
California
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$517K -$19.9K -412 -4%
CWP
227
Curated Wealth Partners
California
$516K – – –
HFAS
228
Hummer Financial Advisory Services
Illinois
$516K – – –
LWP
229
Legacy Wealth Partners
California
$507K +$77.7K +1,612 +18%
Comerica Bank
230
Comerica Bank
Texas
$488K +$145K +2,999 +42%
KOC
231
Koss-Olinger Consulting
Florida
$478K +$478K +9,912 New
CFG
232
Citizens Financial Group
Rhode Island
$463K +$772 +16 +0.2%
TIM
233
Tortoise Investment Management
New York
$446K +$194K +4,018 +77%
FM
234
Family Management
New York
$433K -$615K -12,766 -59%
IWC
235
Integrated Wealth Concepts
Massachusetts
$426K -$964 -20 -0.2%
DWMG
236
DB Wealth Management Group
California
$418K -$25.3K -526 -6%
VR
237
Viridian RIA
Washington
$417K -$521K -10,578 Closed
Lido Advisors
238
Lido Advisors
California
$413K -$70.2K -1,455 -15%
ECM
239
Evergreen Capital Management
Washington
$401K -$1.64K -34 -0.4%
TFM
240
TFC Financial Management
Massachusetts
$401K +$342K +7,103 +585%
FFA
241
Fragasso Financial Advisors
Pennsylvania
$398K +$1.5K +31 +0.4%
MWA
242
Moser Wealth Advisors
Washington
$392K – – –
EH
243
Equitable Holdings
New York
$377K -$33.7K -700 -8%
BMCM
244
Bryn Mawr Capital Management
Pennsylvania
$362K – – –
SPIA
245
Steward Partners Investment Advisory
New York
$354K -$1.7M -35,230 -83%
FA
246
Faithward Advisors
Pennsylvania
$354K -$80.3K -1,665 -18%
CI
247
CX Institutional
Indiana
$353K -$16.2K -336 -4%
AWM
248
Aries Wealth Management
Maine
$351K +$64.5K +1,335 +23%
PFS
249
Prospera Financial Services
Texas
$349K +$349K +7,232 New
FA
250
Financial Advantage
Maryland
$342K – – –
8 9
10
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