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SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

214 hedge funds and large institutions have $2.43B invested in SPDR 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
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
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$99.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$343M
4
HI
4
Horizon Investments
North Carolina
$79.1M
5
VF
5
Virtu Financial
New York
$16.7M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$20.7M
3
BC
3
Brinker Capital
Pennsylvania
$30.8M
4
LPL Financial
4
LPL Financial
California
$87.8M
5
SCA
5
Stuart Chaussee & Associates
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
51
Community Bank
New York
$6.71M -$34K -690 -0.5%
VWM
52
Venturi Wealth Management
Texas
$6.63M +$2.48M +50,502 +60%
PAG
53
Private Advisory Group
Washington
$6.27M +$692K +14,045 +12%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$6.05M +$812K +16,488 +16%
AI
55
Atria Investments
North Carolina
$6.02M +$1.76M +35,635 +41%
IA
56
IFP Advisors
Florida
$5.92M +$752K +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 +$735K +14,914 +16%
PA
60
Pinnacle Associates
New York
$5.25M +$416K +8,452 +9%
CG
61
Colony Group
Massachusetts
$5.07M -$248K -5,027 -5%
NQWM
62
Northwest Quadrant Wealth Management
Oregon
$5.01M +$797K +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 +$68.1K +1,382 +2%
WF
66
WealthTrust Fairport
Ohio
$4.07M +$267K +5,410 +7%
Stifel Financial
67
Stifel Financial
Missouri
$3.89M +$284K +5,781 +8%
ACM
68
Aviance Capital Management
Florida
$3.79M -$480K -9,747 -11%
CWM
69
Cabot Wealth Management
Massachusetts
$3.6M +$236K +4,790 +7%
SFP
70
Shepherd Financial Partners
Massachusetts
$3.36M -$6.24K -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 +$252K +5,123 +9%
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3
4 5