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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 %
CG
51
Colony Group
Massachusetts
$3.27M +$1.23M +24,977 +61%
AFG
52
Albion Financial Group
Utah
$2.98M +$391K +7,911 +15%
WF
53
WealthTrust Fairport
Ohio
$2.94M +$178K +3,598 +6%
CWM
54
Concert Wealth Management
California
$2.92M -$20.7K -418 -0.7%
IWM
55
Integrated Wealth Management
California
$2.85M -$68.2K -1,380 -2%
AIG
56
American International Group
New York
$2.79M +$1.37M +27,748 +96%
HighTower Advisors
57
HighTower Advisors
Illinois
$2.64M -$219K -4,437 -8%
VWM
58
Venturi Wealth Management
Texas
$2.49M +$475K +9,627 +24%
PAG
59
Private Advisor Group
New Jersey
$2.38M -$128K -2,598 -5%
TFA
60
Transamerica Financial Advisors
Florida
$2.34M +$250K +5,066 +12%
NPC
61
National Planning Corporation
California
$2.32M -$3.93M -79,457 -63%
SFG
62
SNS Financial Group
Minnesota
$2.26M -$2.52K -51 -0.1%
AP
63
Advisors Preferred
Maryland
$2.24M -$633K -12,825 -22%
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$2.22M +$113K +2,287 +5%
ECM
65
Evergreen Capital Management
Washington
$2.05M +$71.6K +1,450 +4%
CFA
66
Cahill Financial Advisors
Minnesota
$2.02M +$525K +10,628 +35%
PAS
67
Partnervest Advisory Services
California
$1.99M +$898K +18,182 +82%
GWM
68
Geneos Wealth Management
Colorado
$1.97M +$1.97M +40,063 New
CAL
69
Capital Advisors Ltd
Ohio
$1.97M +$523K +10,590 +36%
CC
70
Cedar Capital
Illinois
$1.88M -$322K -6,516 -15%
OC
71
Oppenheimer & Co
New York
$1.82M +$264K +5,336 +17%
TFF
72
The Family Firm
Maryland
$1.8M +$224K +4,532 +14%
VFS
73
VSR Financial Services
Kansas
$1.74M +$622K +12,600 +56%
WS
74
Wedbush Securities
California
$1.65M +$287K +5,818 +21%
VKH
75
Virtu KCG Holdings
New York
$1.58M +$1.58M +31,984 New
1 2
3
4 5