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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 %
JWCA
326
J.W. Cole Advisors
Florida
– -$817K -16,681 Closed
IAA
327
Independent Advisor Alliance
North Carolina
– -$678K -13,835 Closed
CWS
328
Cypress Wealth Services
California
– -$514K -10,489 Closed
LCH
329
Lee Capital Holdings
New York
– -$428K -8,743 Closed
SWM
330
SeaCrest Wealth Management
New York
– -$382K -7,795 Closed
PP
331
Paloma Partners
Connecticut
– -$372K -7,597 Closed
MOS
332
MGO One Seven
Ohio
– -$362K -7,399 Closed
UCFA
333
United Capital Financial Advisors
Texas
– -$332K -6,780 Closed
JIP
334
Jaffetilchin Investment Partners
Florida
– -$301K -6,146 Closed
SS
335
Simplicity Solutions
Minnesota
– -$259K -5,289 Closed
GM
336
GeoWealth Management
Illinois
– -$259K -5,288 Closed
CT
337
Columbia Trust
Oregon
– -$241K -4,930 Closed
OC
338
Oarsman Capital
Wisconsin
– -$233K -4,748 Closed
TFCP
339
Twin Focus Capital Partners
Massachusetts
– -$223K -4,559 Closed
AP
340
Americana Partners
Texas
– -$214K -4,373 Closed
TTWM
341
TCV Trust & Wealth Management
Virginia
– -$206K -4,205 Closed
PWS
342
Paragon Wealth Strategies
Florida
– -$204K -4,178 Closed
NWP
343
Northstar Wealth Partners
Connecticut
– -$204K -4,178 Closed
SC
344
Steph & Co
Wisconsin
– -$169K -3,440 Closed
PO
345
Private Ocean
California
– -$97K -1,971 Closed
US Bancorp
346
US Bancorp
Minnesota
– -$73K -1,500 Closed
BUB
347
BBVA USA Bancshares
Texas
– -$52K -1,054 Closed
ACA
348
Aptus Capital Advisors
Alabama
– -$41K -844 Closed
CAC
349
Certified Advisory Corp
Florida
– -$34K -704 Closed
BCWM
350
Bartlett & Co Wealth Management
Ohio
– -$28.4K -579 Closed
11 12 13
14
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