We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

214 hedge funds and large institutions have $2.43B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 48

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.23B → $2.43B (+$198M)

5% more funds holding

Funds holding: 204214 (+10)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.96% more ownership

Funds ownership: 66.6%67.55% (+0.96%)

Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.82%
New
32
Increased
112
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$18.4M +$1.59M +32,249 +9%
RJA
27
Raymond James & Associates
Florida
$18.3M +$1.03M +20,902 +6%
MIAN
28
Mariner Independent Advisor Network
Kansas
$17.8M -$945K -19,168 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$17.1M +$618K +12,529 +4%
VF
30
Virtu Financial
New York
$16.7M +$16.7M +338,092 New
AWMG
31
Alliance Wealth Management Group
New Jersey
$15.5M +$8.03M +162,695 +107%
VC
32
Vicus Capital
Pennsylvania
$15.4M +$351K +7,113 +2%
TA
33
TMD & Associates
Arizona
$14.4M +$251K +5,087 +2%
ACI
34
Alpha Cubed Investments
California
$13.3M -$1.04M -21,075 -7%
SGAM
35
Steinberg Global Asset Management
Florida
$12.4M +$16.7K +338 +0.1%
RWP
36
RWA Wealth Partners
Massachusetts
$11.8M +$566K +11,471 +5%
BFA
37
Beaumont Financial Advisors
Massachusetts
$11.2M +$541K +10,968 +5%
OAM
38
Occidental Asset Management
California
$11.2M +$739K +14,985 +7%
CCP
39
Cardan Capital Partners
Colorado
$10.9M +$870K +17,631 +9%
GAM
40
Gemmer Asset Management
California
$9.91M +$260K +5,278 +3%
PCFFS
41
Pacific Center for Financial Services
California
$9.76M +$232K +4,698 +2%
CCM
42
Canal Capital Management
Virginia
$9.26M +$122K +2,478 +1%
IF
43
IRON Financial
Illinois
$8.55M +$8.56M +173,593 New
ECM
44
Evergreen Capital Management
Washington
$8.26M +$5.17M +104,798 +167%
SRSA
45
S.R. Schill & Associates
Washington
$8.2M -$26.9K -546 -0.3%
WB
46
Webster Bank
Connecticut
$8.15M +$8.16M +165,480 New
AFG
47
Albion Financial Group
Utah
$7.84M +$443K +8,971 +6%
PWS
48
Paragon Wealth Strategies
Florida
$7.82M -$378K -7,658 -5%
PAG
49
Private Advisor Group
New Jersey
$7.75M +$161K +3,264 +2%
TTWM
50
TCV Trust & Wealth Management
Virginia
$7.23M +$294K +5,961 +4%

TOTL Hedge Fund Activity: Q3 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2017, worth a combined $2.43B — up 8.9% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TOTL positions and 21 closed out — a net gain of 11 holders — while 112 added to existing stakes and 48 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $41.2M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $17.5M sold.

  • 214 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2017, up from 204 in Q2 2017.
  • Funds reported $2.43B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2017 and 21 closed out, a net change of +11 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2017 was Brinker Capital Investments, an estimated $41.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2017 was 3EDGE Asset Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.