State Street DoubleLine Total Return Tactical ETF
TOTL
267 hedge funds and large institutions have $2.45B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 20 closing their positions.
270% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 20
45% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 69
25% more funds holding
Funds holding: 214 → 267 (+53)
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
1.18% more ownership
Funds ownership: 67.55% → 68.73% (+1.2%)
1% more capital invested
Capital invested by funds: $2.43B → $2.45B (+$20.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$26.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$17.7M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$8.03M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$40M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$40M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
-$16.9M |
| 4 |
VF
Virtu Financial
New York
|
-$16M |
| 5 |
Morgan Stanley
New York
|
-$13.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APP
276
Avantax Planning Partners
Dubuque,
Iowa
| – | -$386K | -7,825 | Closed |
|
277
Koshinski Asset Management
Decatur,
Illinois
| – | -$269K | -5,465 | Closed |
|
|
ICOA
278
Investment Centers of America
Bismarck,
North Dakota
| – | -$252K | -5,110 | Closed |
|
|
SB
279
Suntrust Banks
Atlanta,
Georgia
| – | -$247K | -5,000 | Closed |
|
|
CAM
280
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$230K | -4,657 | Closed |
|
|
AA
281
Ancora Advisors
Cleveland,
Ohio
| – | -$217K | -4,407 | Closed |
|
|
JIP
282
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$217K | -4,406 | Closed |
|
|
BW
283
Bison Wealth
Atlanta,
Georgia
| – | -$202K | -4,105 | Closed |
|
|
FA
284
Financial Advantage
Columbia,
Maryland
| – | -$131K | -2,661 | Closed |
|
|
HCA
285
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$20K | -402 | Closed |
|
|
PRS
286
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$4K | -82 | Closed |
|
287
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -38 | Closed |
|
TOTL Hedge Fund Activity: Q4 2017 in Review
267 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2017, worth a combined $2.45B — up 0.83% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new TOTL positions and 20 closed out — a net gain of 54 holders — while 100 added to existing stakes and 69 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $26.9M. The largest seller was Polaris Wealth Advisory Group, exiting entirely with an estimated $40M sold.
- 267 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2017, up from 214 in Q3 2017.
- Funds reported $2.45B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
- 74 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2017 and 20 closed out, a net change of +54 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $26.9M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2017 was Polaris Wealth Advisory Group, an estimated $40M sold.
Based on aggregated 13F filings for Q4 2017.