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State Street DoubleLine Total Return Tactical ETF

286 hedge funds and large institutions have $2.19B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

11% more funds holding

Funds holding: 257286 (+29)

2.24% more ownership

Funds ownership: 71.04%73.27% (+2.2%)

1% more capital invested

Capital invested by funds: $2.16B → $2.19B (+$31.3M)

28% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 109

Holders
286
Holders Change
+29
Holders Change %
+11.28%
% of All Funds
6.37%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.89%
New
62
Increased
79
Reduced
109
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QA
51
Quantitative Advantage
Minnesota
$8.14M +$2.08M +44,352 +35%
PWS
52
Paragon Wealth Strategies
Florida
$7.83M -$2.22M -47,271 -22%
FFS
53
Founders Financial Securities
Maryland
$7.6M -$3.71M -79,054 -33%
NEGWA
54
New England Guild Wealth Advisors
Connecticut
$7.56M -$924K -19,658 -11%
SHIM
55
Stone House Investment Management
Pennsylvania
$7.33M +$1.93M +41,172 +36%
LGWM
56
Litman Gregory Wealth Management
California
$7.15M +$1.85M +39,284 +35%
CI
57
CX Institutional
Indiana
$6.9M +$3.12M +66,485 +84%
GJIC
58
Gamble Jones Investment Counsel
California
$6.33M +$1.68M +35,656 +36%
AFG
59
Arkansas Financial Group
Arkansas
$6.25M +$225K +4,782 +4%
OAM
60
Occidental Asset Management
California
$6.11M +$3.38M +71,996 +126%
ECM
61
Evergreen Capital Management
Washington
$6.1M +$3.02M +64,225 +100%
GCA
62
Greenwood Capital Associates
South Carolina
$5.93M +$5.89M +125,280 New
SWM
63
SVA Wealth Management
Wisconsin
$5.82M +$4.5M +95,825 +354%
APA
64
American Portfolios Advisors
New York
$5.75M +$50.7K +1,079 +0.9%
CB
65
Community Bank
New York
$5.38M
PC
66
Palo Capital
California
$5.32M -$819K -17,440 -13%
AI
67
Atria Investments
North Carolina
$5.27M -$2.23M -47,365 -30%
HFA
68
HC Financial Advisors
California
$5.17M +$962K +20,472 +23%
WF
69
WealthTrust Fairport
Ohio
$5.08M -$78.1K -1,662 -2%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$4.81M +$646K +13,743 +16%
PFA
71
Pettinga Financial Advisors
Indiana
$4.72M +$4.68M +99,616 New
CC
72
Callan Capital
California
$4.5M -$962K -20,482 -18%
PAG
73
Private Advisor Group
New Jersey
$4.43M -$1.26M -26,779 -22%
HCM
74
Hollencrest Capital Management
California
$4.37M +$73.6K +1,567 +2%
SCM
75
SCS Capital Management
Massachusetts
$4.36M +$4.33M +92,068 New