TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

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 %
APWM
301
Atlas Private Wealth Management
New York
$16K – – –
ARMC
302
American Research & Management Company
Massachusetts
$15K – – –
WEC
303
Winslow Evans & Crocker
Massachusetts
$14K – – –
RFWA
304
RPg Family Wealth Advisory
Massachusetts
$10.1K -$226K -4,702 -96%
JFA
305
JNBA Financial Advisors
Minnesota
$10K -$8.7K -174 -47%
ETI
306
Enterprise Trust & Investment
California
$10K – – –
LPWM
307
Lake Point Wealth Management
Texas
$9K – – –
SAM
308
S.A. Mason
Michigan
$9K +$7.15K +155 +388%
PCG
309
Private Capital Group
Connecticut
$6K – – –
AF
310
Advisornet Financial
Minnesota
$6K +$1.25K +25 +26%
GTAM
311
Global Trust Asset Management
Florida
$5K -$35.1K -765 -88%
TRCT
312
Tower Research Capital (TRC)
New York
$5K +$5K +100 New
CA
313
Clearstead Advisors
Ohio
$5K +$5K +106 New
KFS
314
Kelly Financial Services
Massachusetts
$4.8K – – –
NFG
315
Next Financial Group
Texas
$4K – – –
FWM
316
Focused Wealth Management
New York
$3K +$48 +1 +2%
BCM
317
Blume Capital Management
California
$2K +$2K +58 New
WIM
318
Westside Investment Management
California
$14 +$14 +300 New
PI
319
PFS Investments
Georgia
– -$32.7M -668,343 Closed
CGFA
320
Colton Groome Financial Advisors
North Carolina
– -$4.64M -94,649 Closed
SWP
321
Stratos Wealth Partners
Ohio
– -$3.05M -62,325 Closed
CCP
322
Cardan Capital Partners
Colorado
– -$2.88M -58,717 Closed
BlackRock
323
BlackRock
New York
– -$2.68M -54,632 Closed
HW
324
Hamilton Wealth
California
– -$1.03M -20,990 Closed
RIA
325
Realta Investment Advisors
Delaware
– -$1.01M -20,550 Closed
11 12
13
14 15