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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
SWM
276
SeaCrest Wealth Management
New York
$15K
WEC
277
Winslow Evans & Crocker
Massachusetts
$14K
SMFS
278
Squar Milner Financial Services
California
$14K +$14.6K +305 New
RFWA
279
RPg Family Wealth Advisory
Massachusetts
$13.5K
GI
280
Gradient Investments
Minnesota
$12K
GWMIA
281
Global Wealth Management Investment Advisory
Florida
$11K -$43.7K -915 -80%
AWM
282
AllSquare Wealth Management
New York
$10K
CWA
283
Clarus Wealth Advisors
Arizona
$10K
JFA
284
JNBA Financial Advisors
Minnesota
$10K
SBL
285
Sargent Bickham Lagudis
Colorado
$10K
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$10K
WCM
287
WealthBridge Capital Management
Ohio
$10K
CF
288
Centaurus Financial
California
$9.55K +$9.26K +194 +72%
LHC
289
Little House Capital
Massachusetts
$9K +$9.31K +195 New
TA
290
TCG Advisors
Texas
$8K +$8.02K +168 New
ONST
291
Old North State Trust
North Carolina
$6K -$169K -3,530 -96%
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$4.88K +$4.82K +101 New
KFS
293
Kelly Financial Services
Massachusetts
$4.83K +$4.78K +100 New
CAM
294
Cresset Asset Management
Illinois
$3K
PWMG
295
Prestige Wealth Management Group
New Jersey
$3K
RFM
296
Royal Fund Management
Florida
$3K +$3.25K +68 New
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$2K
WA
298
WP Advisors
California
$408 +$40.3K +844 New
Koshinski Asset Management
299
Koshinski Asset Management
Illinois
$234 -$2.05K -43 -0.9%
SMM
300
Stadion Money Management
Georgia
-$161M -3,395,228 Closed

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.