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State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
276
Private Capital Group
Connecticut
$15K +$15K +305 New
WEC
277
Winslow Evans & Crocker
Massachusetts
$14K
BWA
278
BDO Wealth Advisors
Florida
$12K
FHA
279
First Horizon Advisors
Tennessee
$11K +$11.9K +243 New
RFWA
280
RPg Family Wealth Advisory
Massachusetts
$10.3K -$3.44K -70 -25%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$10K -$14K -284 -60%
ETI
282
Enterprise Trust & Investment
California
$10K
ONST
283
Old North State Trust
North Carolina
$7K
KFS
284
Kelly Financial Services
Massachusetts
$4.92K
BCA
285
Berman Capital Advisors
Georgia
$3K -$61.2K -1,245 -95%
PWMG
286
Prestige Wealth Management Group
New Jersey
$3K
FWM
287
Focused Wealth Management
New York
$3K +$49 +1 +2%
AF
288
Advisornet Financial
Minnesota
$1K
PI
289
PHH Investments
Texas
-$34.7M -706,306 Closed
TFA
290
Transamerica Financial Advisors
Florida
-$2.59M -52,808 Closed
SCM
291
SCS Capital Management
Massachusetts
-$1.26M -25,684 Closed
FF
292
Fluent Financial
Texas
-$432K -8,802 Closed
VF
293
Virtu Financial
New York
-$426K -8,689 Closed
IA
294
IFG Advisory
Georgia
-$392K -8,002 Closed
CWM
295
Cornerstone Wealth Management
Missouri
-$283K -5,758 Closed
SBIA
296
Sheaff Brock Investment Advisors
Indiana
-$245K -5,000 Closed
LNC
297
Lincoln National Corp
Pennsylvania
-$244K -4,964 Closed
EWF
298
Epstein & White Financial
California
-$208K -4,279 Closed
M&T Bank
299
M&T Bank
New York
-$201K -4,091 Closed
TNBTD
300
Trustmark National Bank Trust Department
Mississippi
-$152K -3,096 Closed

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.