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State Street DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.16B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 251257 (+6)

2.36% more ownership

Funds ownership: 68.67%71.04% (+2.4%)

0% less capital invested

Capital invested by funds: $2.17B → $2.16B (-$8.11M)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.88%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
31
Increased
91
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
251
Sargent Bickham Lagudis
Colorado
$9K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$2K -$11.9K -250 -88%
LNB
253
Ledyard National Bank
$2K
BlackRock
254
BlackRock
New York
$1K
CF
255
Centaurus Financial
California
$268 -$1.18M -24,944 -100%
IF
256
IRON Financial
Illinois
-$11.8M -249,119 Closed
NQWM
257
Northwest Quadrant Wealth Management
Oregon
-$7.37M -155,079 Closed
SEIA
258
Signature Estate & Investment Advisors
California
-$2.84M -59,665 Closed
AWM
259
Altium Wealth Management
New York
-$1.05M -22,134 Closed
OIA
260
OneDigital Investment Advisors
Kansas
-$666K -14,002 Closed
GWM
261
Greenwich Wealth Management
Connecticut
-$575K -12,099 Closed
HCA
262
Harbour Capital Advisors
Virginia
-$537K -11,320 Closed
GIA
263
Granite Investment Advisors
New Hampshire
-$472K -9,925 Closed
KCPG
264
Kavar Capital Partners Group
Kansas
-$357K -7,500 Closed
ATC
265
Argent Trust Co
Tennessee
-$270K -5,680 Closed
CB
266
Commerce Bank
Missouri
-$230K -4,843 Closed
DT
267
Diversified Trust
Tennessee
-$214K -4,505 Closed
FFA
268
Fragasso Financial Advisors
Pennsylvania
-$206K -4,332 Closed
RWP
269
RWA Wealth Partners
Massachusetts
-$148K -3,106 Closed
AWA
270
Acorn Wealth Advisors
Michigan
-$119K -2,515 Closed
PGA
271
Premia Global Advisors
Florida
-$85K -1,802 Closed
RFC
272
Regions Financial Corp
Alabama
-$30K -640 Closed
SEI Investments
273
SEI Investments
Pennsylvania
-$23K -479 Closed
BCA
274
Bay Colony Advisors
Massachusetts
-$21K -435 Closed
CAC
275
Certified Advisory Corp
Florida
-$14K -300 Closed

TOTL Hedge Fund Activity: Q3 2018 in Review

257 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2018, worth a combined $2.16B — down 0.37% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TOTL positions and 25 closed out — a net gain of 6 holders — while 91 added to existing stakes and 95 trimmed.

The largest buyer was Horizon Investments, adding an estimated $46.2M. The largest seller was Bank of America, cutting an estimated $28M.

  • 257 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2018, up from 251 in Q2 2018.
  • Funds reported $2.16B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2018, down 0.37% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2018 and 25 closed out, a net change of +6 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2018 was Horizon Investments, an estimated $46.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2018 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2018.