We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Bouchey Financial Group
New York
$19.9M +$1.1M +22,438 +6%
AG
27
Advisor Group
Arizona
$19.2M -$764K -15,549 -4%
MFP
28
Meridian Financial Partners
Virginia
$18.2M +$1.28M +25,958 +8%
RJA
29
Raymond James & Associates
Florida
$18.1M +$6.09M +123,816 +51%
APC
30
Aspire Private Capital
North Carolina
$15.9M +$10.9M +221,453 +217%
VC
31
Vicus Capital
Pennsylvania
$15.6M +$50.2K +1,022 +0.3%
LFAS
32
Level Four Advisory Services
Texas
$15.6M +$603K +12,267 +4%
NC
33
NewSquare Capital
Pennsylvania
$15.4M -$822K -16,729 -5%
BFA
34
Beaumont Financial Advisors
Massachusetts
$15.3M -$298K -6,054 -2%
PA
35
Pinnacle Associates
New York
$14.5M +$29.7K +605 +0.2%
MIAN
36
Mariner Independent Advisor Network
Kansas
$13.9M +$1.57M +31,916 +13%
AssetMark Inc
37
AssetMark Inc
California
$13.8M -$119K -2,423 -0.9%
ACI
38
Alpha Cubed Investments
California
$13.6M +$483K +9,830 +4%
GAM
39
Gemmer Asset Management
California
$12.6M +$169K +3,443 +1%
BJ
40
Brouwer & Janachowski
California
$12.4M -$401K -8,158 -3%
RCA
41
Reitz Capital Advisors
Michigan
$12.2M -$362K -7,362 -3%
CI
42
CX Institutional
Indiana
$12M -$108K -2,191 -0.9%
PAG
43
Private Advisor Group
New Jersey
$11.8M +$4.7M +95,713 +66%
WB
44
Webster Bank
Connecticut
$11M +$97.6K +1,986 +0.9%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$10.8M +$2.02M +41,079 +23%
GJIC
46
Gamble Jones Investment Counsel
California
$10.7M +$2.23M +45,294 +26%
Citadel Advisors
47
Citadel Advisors
Florida
$10.6M +$10.6M +215,649 New
KF
48
Krilogy Financial
Missouri
$10.2M +$318K +6,479 +3%
ACM
49
Avalon Capital Management
California
$10.2M -$2.53M -51,489 -20%
BA
50
Ballew Advisors
Mississippi
$10.1M +$485K +9,874 +5%

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.