We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

139 hedge funds and large institutions have $1.23B invested in State Street DoubleLine Total Return Tactical ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 5

136% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 28

65% more capital invested

Capital invested by funds: $743M → $1.23B (+$484M)

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

26% more funds holding

Funds holding: 110139 (+29)

8.02% more ownership

Funds ownership: 62.48%70.5% (+8%)

Holders
139
Holders Change
+29
Holders Change %
+26.36%
% of All Funds
3.65%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
37
Increased
66
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.81M -$5.1M -103,872 -64%
WF
52
WealthTrust Fairport
Ohio
$2.72M -$103K -2,087 -4%
AFG
53
Albion Financial Group
Utah
$2.55M +$737 +15 +0%
PAG
54
Private Advisor Group
New Jersey
$2.47M +$144K +2,923 +6%
SFG
55
SNS Financial Group
Minnesota
$2.23M -$127K -2,594 -5%
CC
56
Cedar Capital
Illinois
$2.16M +$2.19M +44,516 New
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$2.07M +$2.09M +42,634 New
TFA
58
Transamerica Financial Advisors
Florida
$2.06M +$184K +3,745 +10%
SS
59
Simplicity Solutions
Minnesota
$2.04M +$1.85M +37,591 +853%
IA
60
IFP Advisors
Florida
$2.02M +$2.04M +41,616 New
CG
61
Colony Group
Massachusetts
$2M +$1.94M +39,455 +2,210%
VWM
62
Venturi Wealth Management
Texas
$1.99M +$2.01M +40,860 New
ECM
63
Evergreen Capital Management
Washington
$1.95M +$701K +14,270 +55%
WIM
64
Waverton Investment Management
United Kingdom
$1.94M
IFWM
65
Institute for Wealth Management
Colorado
$1.92M -$888K -18,072 -31%
SAM
66
Stringer Asset Management
Tennessee
$1.75M +$1.28M +26,124 +261%
CFP
67
Cornerstone Financial Partners
North Carolina
$1.71M +$1.73M +35,192 New
TFF
68
The Family Firm
Maryland
$1.55M +$135K +2,751 +9%
OC
69
Oppenheimer & Co
New York
$1.53M +$150K +3,048 +11%
NEIRG
70
New England Investment & Retirement Group
Massachusetts
$1.52M +$1.53M +31,186 New
CFA
71
Cahill Financial Advisors
Minnesota
$1.47M +$16.7K +339 +1%
CAL
72
Capital Advisors Ltd
Ohio
$1.42M +$1.08M +21,990 +302%
AIG
73
American International Group
New York
$1.4M +$876K +17,827 +163%
GLA
74
Great Lakes Advisors
Illinois
$1.38M -$501K -10,198 -26%
WS
75
Wedbush Securities
California
$1.34M +$269K +5,482 +25%

TOTL Hedge Fund Activity: Q4 2015 in Review

139 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2015, worth a combined $1.23B — up 65% from $743M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TOTL positions and 5 closed out — a net gain of 32 holders — while 66 added to existing stakes and 28 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $81.8M. The largest seller was Jane Street, cutting an estimated $11.7M.

  • 139 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2015, up from 110 in Q3 2015.
  • Funds reported $1.23B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2015, up 65% quarter-over-quarter.
  • 37 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2015 and 5 closed out, a net change of +32 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2015 was Stadion Money Management, an estimated $81.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2015 was Jane Street, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2015.