TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

201 hedge funds and large institutions have $2.09B invested in SPDR DoubleLine Total Return Tactical ETF in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 26 closing their positions.

Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5.01%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
39
Increased
95
Reduced
54
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$74.7M
3
DIP
3
DT Investment Partners
Pennsylvania
$20M
4
HI
4
Horizon Investments
North Carolina
$58.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36.7M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$13.2M
2
JCM
2
Janney Capital Management
Pennsylvania
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$7.49M
4
PP
4
PagnatoKarp Partners
Virginia
$565K
5
SGI
5
Swan Global Investments
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Affinity Wealth Management
Delaware
$5.37M +$200K +4,099 +4%
ACM
52
Aviance Capital Management
Florida
$5.19M -$671K -13,724 -11%
AFG
53
Albion Financial Group
Utah
$4.79M +$1.1M +22,549 +30%
PA
54
Pinnacle Associates
New York
$4.54M +$619K +12,667 +16%
CSIC
55
Clifford Swan Investment Counsel
California
$4.54M – – –
VWM
56
Venturi Wealth Management
Texas
$4.52M +$279K +5,660 +7%
HCM
57
Hollencrest Capital Management
California
$4.44M +$2.37M +48,470 +115%
IA
58
IFP Advisors
Florida
$4.11M +$1.06M +21,711 +35%
AI
59
Atria Investments
North Carolina
$3.92M +$1.87M +38,237 +91%
FFS
60
Founders Financial Securities
Maryland
$3.87M +$57.7K +1,180 +2%
NQWM
61
Northwest Quadrant Wealth Management
Oregon
$3.67M +$437K +8,929 +14%
CG
62
Colony Group
Massachusetts
$3.63M +$718K +14,687 +25%
PAG
63
Private Advisory Group
Washington
$3.57M +$1.18M +24,078 +49%
WF
64
WealthTrust Fairport
Ohio
$3.54M +$220K +4,504 +7%
SFP
65
Shepherd Financial Partners
Massachusetts
$3.54M +$1.32M +26,876 +59%
AL
66
Aspiriant LLC
California
$3.41M +$3.41M +69,822 New
CWM
67
Cabot Wealth Management
Massachusetts
$3.25M +$113K +2,322 +4%
SAM
68
Shamrock Asset Management
Texas
$3.24M -$436K -8,914 -12%
CWM
69
Cornerstone Wealth Management
Missouri
$3.22M +$283K +5,786 +10%
Stifel Financial
70
Stifel Financial
Missouri
$3.01M +$480K +9,817 +19%
PAS
71
Partnervest Advisory Services
California
$3M +$1.23M +25,142 +69%
CAL
72
Capital Advisors Ltd
Ohio
$2.93M +$201K +4,114 +7%
TFF
73
The Family Firm
Maryland
$2.87M +$363K +7,432 +15%
SHIM
74
Stone House Investment Management
Pennsylvania
$2.79M -$1.79M -36,626 -39%
IWM
75
Integrated Wealth Management
California
$2.76M -$2.59K -53 -0.1%
1 2
3
4 5