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State Street DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.32B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 82

6% more funds holding in top 10

Funds holding in top 10: 3436 (+2)

0.43% more ownership

Funds ownership: 68.73%69.17% (+0.43%)

4% less funds holding

Funds holding: 267257 (-10)

5% less capital invested

Capital invested by funds: $2.45B → $2.32B (-$126M)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.89%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.83%
New
22
Increased
121
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
251
Sargent Bickham Lagudis
Colorado
$10K
AIM
252
Advantage Investment Management
Iowa
$9K -$16.1K -335 -64%
MSA
253
Marino Stram & Associates
Massachusetts
$9K
PCM
254
Peak Capital Management
Colorado
$8K +$7.82K +163 New
PFPT
255
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K +$6.67K +139 New
SEI Investments
256
SEI Investments
Pennsylvania
$5K -$279K -5,810 -98%
LNB
257
Ledyard National Bank
$2K -$590K -12,300 -100%
SEIA
258
Signature Estate & Investment Advisors
California
-$17.6M -361,342 Closed
SGAM
259
Steinberg Global Asset Management
Florida
-$11.8M -242,215 Closed
OMC
260
Old Mission Capital
Illinois
-$8.74M -179,678 Closed
KIM
261
Karpus Investment Management
New York
-$2.69M -55,395 Closed
Millennium Management
262
Millennium Management
New York
-$1.56M -32,114 Closed
FFA
263
First Foundation Advisors
California
-$1.27M -26,048 Closed
AP
264
Advisors Preferred
Maryland
-$1.16M -23,757 Closed
SAMC
265
Spectrum Asset Management (California)
California
-$1.11M -22,850 Closed
NF
266
Nikulski Financial
Iowa
-$959K -19,718 Closed
Ameriprise
267
Ameriprise
Minnesota
-$932K -19,165 Closed
IH
268
IFC Holdings
Florida
-$840K -17,290 Closed
PFM
269
Peak Financial Management
Massachusetts
-$787K -16,185 Closed
CWA
270
Cypress Wealth Advisors
California
-$697K -14,339 Closed
DWM
271
Darwin Wealth Management
Florida
-$672K -13,806 Closed
FFG
272
Ford Financial Group
California
-$632K -13,024 Closed
SWM
273
SVA Wealth Management
Wisconsin
-$516K -10,609 Closed
PAG
274
Private Advisory Group
Washington
-$404K -8,297 Closed
LNC
275
Lincoln National Corp
Pennsylvania
-$340K -6,990 Closed

TOTL Hedge Fund Activity: Q1 2018 in Review

257 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2018, worth a combined $2.32B — down 5.1% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TOTL and 22 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 121 added.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $18.9M. The largest seller was Wells Fargo, cutting an estimated $45.6M.

  • 257 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2018, down from 267 in Q4 2017.
  • Funds reported $2.32B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2018, down 5.1% quarter-over-quarter.
  • 22 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2018 and 30 closed out, a net change of -8 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $18.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2018 was Wells Fargo, an estimated $45.6M sold.

Based on aggregated 13F filings for Q1 2018.