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State Street DoubleLine Total Return Tactical ETF

286 hedge funds and large institutions have $2.19B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

11% more funds holding

Funds holding: 257286 (+29)

2.24% more ownership

Funds ownership: 71.04%73.27% (+2.2%)

1% more capital invested

Capital invested by funds: $2.16B → $2.19B (+$31.3M)

28% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 109

Holders
286
Holders Change
+29
Holders Change %
+11.28%
% of All Funds
6.37%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.89%
New
62
Increased
79
Reduced
109
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$17.7M -$752K -16,001 -4%
TW
27
Towerpoint Wealth
California
$15M +$629K +13,385 +4%
BJ
28
Brouwer & Janachowski
California
$14.3M +$10.4M +222,015 +277%
BFA
29
Beaumont Financial Advisors
Massachusetts
$14.3M -$2.46M -52,331 -15%
VC
30
Vicus Capital
Pennsylvania
$13.9M -$2.35M -49,929 -15%
RJA
31
Raymond James & Associates
Florida
$13.9M -$2.15M -45,810 -14%
AG
32
Advisor Group
Arizona
$13.8M +$3.87M +82,356 +39%
NC
33
NewSquare Capital
Pennsylvania
$13.4M +$20K +426 +0.2%
MIAN
34
Mariner Independent Advisor Network
Kansas
$12.6M -$6.09M -129,528 -33%
GAM
35
Gemmer Asset Management
California
$12.6M +$498K +10,590 +4%
TA
36
TMD & Associates
Arizona
$12.2M +$815K +17,336 +7%
LFAS
37
Level Four Advisory Services
Texas
$11.9M +$7.77M +165,420 +193%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$11.7M +$11.6M +247,378 New
ACI
39
Alpha Cubed Investments
California
$11.7M -$1.03M -21,958 -8%
PA
40
Pinnacle Associates
New York
$11.6M -$1.58M -33,535 -12%
MFP
41
Meridian Financial Partners
Virginia
$11.4M +$11.3M +239,623 New
ACM
42
Avalon Capital Management
California
$11.1M +$11M +233,887 New
RCA
43
Reitz Capital Advisors
Michigan
$10.7M +$10.6M +225,659 New
NA
44
Nottingham Advisors
New York
$10.4M -$11.7K -250 -0.1%
WB
45
Webster Bank
Connecticut
$10.2M +$198K +4,209 +2%
CF
46
Corrigan Financial
Rhode Island
$9.9M +$198K +4,212 +2%
FTIOP
47
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.3M +$222K +4,727 +5%
BA
48
Ballew Advisors
Mississippi
$8.84M -$2.47M -52,580 -22%
RWM
49
Reston Wealth Management
Virginia
$8.5M +$8.43M +179,518 New
CCM
50
Cribstone Capital Management
Maine
$8.32M +$66.9K +1,424 +0.8%