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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

143 hedge funds and large institutions have $1.55B invested in SPDR DoubleLine Total Return Tactical ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.82%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
23
Increased
82
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Wells Fargo
2
Wells Fargo
California
$79.5M
3
UBS Group
3
UBS Group
Switzerland
$144M
4
MFS
4
McNamara Financial Services
Massachusetts
$31.9M
5
LPL Financial
5
LPL Financial
California
$90.4M

Top Sellers

1
JCM
1
Janney Capital Management
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$178M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
TMD & Associates
Arizona
$10.2M +$2.54M +51,518 +33%
BFA
27
Beaumont Financial Advisors
Massachusetts
$9.92M -$4.61M -93,439 -32%
CWA
28
Cypress Wealth Advisors
California
$9.89M +$2.63M +53,195 +36%
SGAM
29
Steinberg Global Asset Management
Florida
$9.62M +$9.62M +194,843 New
VC
30
Vicus Capital
Pennsylvania
$9.3M +$2.1M +42,502 +29%
MFS
31
MSI Financial Services
Massachusetts
$8.03M +$461K +9,342 +6%
BWM
32
Braver Wealth Management
Massachusetts
$7.98M +$2.2M +44,623 +38%
QCM
33
Quadrant Capital Management
New Jersey
$7.89M +$383K +7,760 +5%
ACM
34
Aviance Capital Management
Florida
$7.71M +$398K +8,066 +5%
CCM
35
Canal Capital Management
Virginia
$7.4M +$1.5M +30,426 +25%
CCP
36
Cardan Capital Partners
Colorado
$6.82M +$2.86M +58,019 +72%
CB
37
Community Bank
New York
$6.71M +$7.41K +150 +0.1%
ACI
38
Alpha Cubed Investments
California
$6.26M +$734K +14,857 +13%
AWM
39
Arbor Wealth Management
Florida
$6.07M +$1.82M +36,707 +43%
TTWM
40
TCV Trust & Wealth Management
Virginia
$5.97M +$384K +7,777 +7%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$5.7M -$817K -16,554 -13%
BAAM
42
Baker Avenue Asset Management
California
$5.39M +$369K +7,471 +7%
CSIC
43
Clifford Swan Investment Counsel
California
$4.25M +$849K +17,200 +25%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$4.1M +$767K +15,529 +23%
MIAN
45
Mariner Independent Advisor Network
Kansas
$4.03M -$1.61M -32,828 -29%
NC
46
NewSquare Capital
Pennsylvania
$4.01M +$148K +3,003 +4%
CFP
47
Cornerstone Financial Partners
North Carolina
$3.74M +$2.01M +40,604 +115%
OAM
48
Occidental Asset Management
California
$3.61M +$227K +4,597 +7%
AI
49
Atria Investments
North Carolina
$3.35M +$328K +6,632 +11%
CWM
50
Cabot Wealth Management
Massachusetts
$3.28M -$60.9K -1,233 -2%
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