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State Street DoubleLine Total Return Tactical ETF

214 hedge funds and large institutions have $2.43B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 48

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.23B → $2.43B (+$198M)

5% more funds holding

Funds holding: 204214 (+10)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.96% more ownership

Funds ownership: 66.6%67.55% (+0.96%)

Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.82%
New
32
Increased
112
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Community Bank
New York
$6.71M -$34K -690 -0.5%
VWM
52
Venturi Wealth Management
Texas
$6.63M +$2.49M +50,502 +60%
PAG
53
Private Advisory Group
Washington
$6.27M +$693K +14,045 +12%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$6.05M +$813K +16,488 +16%
AI
55
Atria Investments
North Carolina
$6.02M +$1.76M +35,635 +41%
IA
56
IFP Advisors
Florida
$5.92M +$753K +15,271 +15%
FFS
57
Founders Financial Securities
Maryland
$5.71M +$1.41M +28,683 +33%
KIM
58
Karpus Investment Management
New York
$5.61M +$5.61M +113,805 New
HCM
59
Hollencrest Capital Management
California
$5.26M +$736K +14,914 +16%
PA
60
Pinnacle Associates
New York
$5.25M +$417K +8,452 +9%
CG
61
Colony Group
Massachusetts
$5.07M -$248K -5,027 -5%
NQWM
62
Northwest Quadrant Wealth Management
Oregon
$5M +$805K +16,318 +19%
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$4.81M +$1.38M +28,035 +40%
CSIC
64
Clifford Swan Investment Counsel
California
$4.63M
LGWM
65
Litman Gregory Wealth Management
California
$4.6M +$68.2K +1,382 +2%
WF
66
WealthTrust Fairport
Ohio
$4.07M +$267K +5,410 +7%
Stifel Financial
67
Stifel Financial
Missouri
$3.89M +$285K +5,781 +8%
ACM
68
Aviance Capital Management
Florida
$3.79M -$481K -9,747 -11%
CWM
69
Cabot Wealth Management
Massachusetts
$3.6M +$236K +4,790 +7%
SFP
70
Shepherd Financial Partners
Massachusetts
$3.36M -$6.26K -127 -0.2%
CCM
71
Cribstone Capital Management
Maine
$3.34M +$3.34M +67,797 New
CPIG
72
Chicago Partners Investment Group
Illinois
$3.28M +$647K +13,124 +25%
TFF
73
The Family Firm
Maryland
$3.17M +$142K +2,874 +5%
CAL
74
Capital Advisors Ltd
Ohio
$3.16M +$36.9K +749 +1%
LFR
75
Lehman Financial Resources
Pennsylvania
$3.14M +$253K +5,123 +9%

TOTL Hedge Fund Activity: Q3 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2017, worth a combined $2.43B — up 8.9% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TOTL positions and 21 closed out — a net gain of 11 holders — while 112 added to existing stakes and 48 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $41.2M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $17.5M sold.

  • 214 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2017, up from 204 in Q2 2017.
  • Funds reported $2.43B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2017 and 21 closed out, a net change of +11 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2017 was Brinker Capital Investments, an estimated $41.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2017 was 3EDGE Asset Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.