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State Street DoubleLine Total Return Tactical ETF

299 hedge funds and large institutions have $2.22B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

5% more funds holding

Funds holding: 286299 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$33.8M)

1.48% less ownership

Funds ownership: 73.27%71.8% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
6.47%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.76%
New
41
Increased
118
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$68K
PW
252
Price Wealth
Texas
$59K -$19.4K -406 -25%
FGAM
253
Financial Gravity Asset Management
Texas
$56K +$55.4K +1,161 New
RWA
254
Ropes Wealth Advisors
Massachusetts
$49K +$48.9K +1,023 New
RFA
255
Reilly Financial Advisors
California
$48K
SF
256
Synovus Financial
Georgia
$46K
AP
257
Atwood & Palmer
Missouri
$45K
TIM
258
Tortoise Investment Management
New York
$44K
TWA
259
TCI Wealth Advisors
Arizona
$44K +$27.1K +568 +169%
MA
260
MCF Advisors
Kentucky
$37K +$18.2K +381 +99%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$36K +$22.1K +463 +160%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.8K
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$33K
VCM
264
Vigilant Capital Management
Maine
$29K +$28.7K +600 New
Deutsche Bank
265
Deutsche Bank
Germany
$25K -$36.6K -767 -60%
BWA
266
BDO Wealth Advisors
Florida
$24K
FMP
267
Financial Management Professionals
Texas
$24K
ESB
268
Essex Savings Bank
Connecticut
$19K -$4.78K -100 -20%
VRM
269
Vectors Research Management
New York
$19K
FWM
270
Focused Wealth Management
New York
$19K +$48 +1 +0.3%
GTAM
271
Global Trust Asset Management
Florida
$19K +$3.1K +65 +20%
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$19.1K +400 New
ASN
273
Advisory Services Network
Georgia
$18K -$5.83K -122 -25%
TFA
274
Toth Financial Advisory
Virginia
$17K
ARMC
275
American Research & Management Company
Massachusetts
$15K

TOTL Hedge Fund Activity: Q1 2019 in Review

299 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2019, worth a combined $2.22B — up 1.5% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TOTL positions and 21 closed out — a net gain of 20 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $83.9M. The largest seller was Stadion Money Management, exiting entirely with an estimated $161M sold.

  • 299 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2019, up from 286 in Q4 2018.
  • Funds reported $2.22B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 41 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2019 was Janney Capital Management, an estimated $83.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2019 was Stadion Money Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2019.