State Street DoubleLine Total Return Tactical ETF
TOTL
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.
24% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 25
2% more funds holding
Funds holding: 251 → 257 (+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: 34 → 32 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$46.2M |
| 2 |
PI
PHH Investments
Addison,
Texas
|
+$32.2M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$24.3M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$18.1M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$22.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$19.5M |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$15.4M |
| 5 |
IF
IRON Financial
Northbrook,
Illinois
|
-$11.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
276
Peak Capital Management
Greenwood Village,
Colorado
| – | -$8K | -163 | Closed |
|
|
PFPT
277
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$7K | -139 | Closed |
|
|
AF
278
Allworth Financial
Folsom,
California
| – | -$5K | -98 | Closed |
|
|
SIS
279
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$1K | -12 | Closed |
|
280
Fidelity Investments
Boston,
Massachusetts
| – | +$474 | +10 | New |
|
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.