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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.14B invested in SPDR DoubleLine Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 148 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.07%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.02%
New
32
Increased
100
Reduced
148
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWMG
Prestige Wealth Management Group
New Jersey
$30.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.2M
3
VNA
Valley National Advisers
Pennsylvania
$10.2M
4
VCP
Verus Capital Partners
Arizona
$7.55M
5
HFM
Hartford Financial Management
Connecticut
$8.68M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.53M
2
Morgan Stanley
Morgan Stanley
New York
$188M
3
PI
PFS Investments
Georgia
$0
4
SI
SimpliFi Inc
California
$4.41M
5
HI
Horizon Investments
North Carolina
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
276
Semmax Financial Advisors
North Carolina
$64K +$42.4K +881 +196%
BAM
277
Bellevue Asset Management
Washington
$64K +$64K +1,316 New
PW
278
Price Wealth
Texas
$58K – – –
CFG
279
Citizens Financial Group
Rhode Island
$57K -$196K -4,104 -77%
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.3K – – –
MA
281
MCF Advisors
Kentucky
$55K +$3.56K +74 +7%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$50K -$17.6K -366 -26%
AA
283
Ancora Advisors
Ohio
$49K – – –
PFBT
284
Parkside Financial Bank & Trust
Missouri
$48K -$7.84K -164 -14%
RFA
285
Reilly Financial Advisors
California
$48K – – –
AP
286
Atwood & Palmer
Missouri
$44K – – –
SQA
287
Simon Quick Advisors
New Jersey
$43K – – –
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$42K -$31.8K -670 -43%
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$42K +$192 +4 +0.5%
AIC
290
Ameritas Investment Company
Nebraska
$39K – – –
GSWM
291
Golden State Wealth Management
California
$38K +$38K +796 New
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$34K – – –
FGAM
293
Financial Gravity Asset Management
Texas
$27.5K +$6.96K +145 +34%
TIM
294
Tortoise Investment Management
New York
$26K -$16.8K -355 -39%
OSNBOA
295
Old Second National Bank of Aurora
Illinois
$26K – – –
SFS
296
Sowell Financial Services
Arkansas
$25K +$98 +2 +0.4%
ASN
297
Advisory Services Network
Georgia
$19K -$4.08K -85 -18%
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
VRM
299
Vectors Research Management
New York
$19K – – –
TFA
300
Toth Financial Advisory
Virginia
$17K – – –
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