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State Street DoubleLine Total Return Tactical ETF

286 hedge funds and large institutions have $2.19B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

11% more funds holding

Funds holding: 257286 (+29)

2.24% more ownership

Funds ownership: 71.04%73.27% (+2.2%)

1% more capital invested

Capital invested by funds: $2.16B → $2.19B (+$31.3M)

28% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 109

Holders
286
Holders Change
+29
Holders Change %
+11.28%
% of All Funds
6.37%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.89%
New
62
Increased
79
Reduced
109
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
276
JNBA Financial Advisors
Minnesota
$9K -$376 -8 -4%
CWA
277
Clarus Wealth Advisors
Arizona
$9K
MSA
278
Marino Stram & Associates
Massachusetts
$9K
SBL
279
Sargent Bickham Lagudis
Colorado
$9K
NSG
280
Nalls Sherbakoff Group
Tennessee
$8K +$8.04K +171 New
CAM
281
Cresset Asset Management
Illinois
$3K +$2.54K +54 New
PWMG
282
Prestige Wealth Management Group
New Jersey
$3K +$2.58K +55 New
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$2K
LNB
284
Ledyard National Bank
$2K
CF
285
Centaurus Financial
California
$6 +$12.3K +262 +4,367%
BC
286
Brinker Capital
Pennsylvania
-$26.4M -558,159 Closed
Citadel Advisors
287
Citadel Advisors
Florida
-$5.75M -121,628 Closed
WAAG
288
Wealth Alliance Advisory Group
Kansas
-$4.89M -103,562 Closed
MP
289
Manifold Partners
California
-$2.8M -59,300 Closed
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
-$2.68M -56,817 Closed
CFA
291
Cahill Financial Advisors
Minnesota
-$2.38M -50,393 Closed
PCFFS
292
Pacific Center for Financial Services
California
-$759K -16,071 Closed
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$622K -13,156 Closed
LA
294
LVW Advisors
New York
-$604K -12,786 Closed
Millennium Management
295
Millennium Management
New York
-$590K -12,488 Closed
JMPWA
296
JP Morgan Private Wealth Advisors
California
-$520K -10,935 Closed
ANBT
297
American National Bank & Trust
Texas
-$433K -9,161 Closed
VCM
298
Virtue Capital Management
Tennessee
-$344K -7,290 Closed
EFS
299
Essex Financial Services
Connecticut
-$334K -7,068 Closed
FSA
300
Financial Sense Advisors
California
-$319K -6,746 Closed

TOTL Hedge Fund Activity: Q4 2018 in Review

286 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2018, worth a combined $2.19B — up 1.5% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TOTL positions and 29 closed out — a net gain of 33 holders — while 79 added to existing stakes and 109 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $160M. The largest seller was Morgan Stanley, cutting an estimated $96.7M.

  • 286 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2018, up from 257 in Q3 2018.
  • Funds reported $2.19B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2018, up 1.5% quarter-over-quarter.
  • 62 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2018 and 29 closed out, a net change of +33 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2018 was Stadion Money Management, an estimated $160M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2018 was Morgan Stanley, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2018.