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State Street DoubleLine Total Return Tactical ETF

299 hedge funds and large institutions have $2.22B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

5% more funds holding

Funds holding: 286299 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$33.8M)

1.48% less ownership

Funds ownership: 73.27%71.8% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
6.47%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.76%
New
41
Increased
118
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
51
Signature Estate & Investment Advisors
California
$9.01M +$4.75M +99,411 +114%
BA
52
Ballew Advisors
Mississippi
$8.81M -$102K -2,142 -1%
PWAG
53
Polaris Wealth Advisory Group
California
$8.81M +$8.77M +183,633 New
SHIM
54
Stone House Investment Management
Pennsylvania
$8.67M +$1.17M +24,535 +16%
QA
55
Quantitative Advantage
Minnesota
$8.65M +$332K +6,961 +4%
CCM
56
Cribstone Capital Management
Maine
$8.54M +$50.1K +1,050 +0.6%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$8.28M +$4.8M +100,578 +142%
LGWM
58
Litman Gregory Wealth Management
California
$7.75M +$452K +9,458 +6%
NEGWA
59
New England Guild Wealth Advisors
Connecticut
$7.74M +$33.7K +706 +0.4%
GJIC
60
Gamble Jones Investment Counsel
California
$7.73M +$1.24M +26,065 +19%
OAM
61
Occidental Asset Management
California
$7.32M +$1.07M +22,337 +17%
AI
62
Atria Investments
North Carolina
$7.07M +$1.67M +34,880 +31%
CI
63
CX Institutional
Indiana
$6.92M -$125K -2,623 -2%
AFG
64
Arkansas Financial Group
Arkansas
$6.3M -$85.6K -1,792 -1%
FTUS
65
Flow Traders U.S.
New York
$6.21M +$6.13M +128,410 New
ECM
66
Evergreen Capital Management
Washington
$6.11M -$119K -2,492 -2%
APA
67
American Portfolios Advisors
New York
$6.06M +$197K +4,123 +3%
MP
68
Manifold Partners
California
$6.06M +$5.99M +125,400 New
Bank of New York Mellon
69
Bank of New York Mellon
New York
$5.53M +$604K +12,658 +12%
WF
70
WealthTrust Fairport
Ohio
$5.33M +$151K +3,156 +3%
CB
71
Community Bank
New York
$5.25M -$239K -5,000 -4%
HFA
72
HC Financial Advisors
California
$4.78M -$492K -10,312 -9%
SWM
73
SVA Wealth Management
Wisconsin
$4.73M -$1.2M -25,075 -20%
TFF
74
The Family Firm
Maryland
$4.71M +$407K +8,516 +10%
CCM
75
Canal Capital Management
Virginia
$4.64M +$1.43M +29,864 +45%

TOTL Hedge Fund Activity: Q1 2019 in Review

299 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2019, worth a combined $2.22B — up 1.5% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TOTL positions and 21 closed out — a net gain of 20 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $83.9M. The largest seller was Stadion Money Management, exiting entirely with an estimated $161M sold.

  • 299 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2019, up from 286 in Q4 2018.
  • Funds reported $2.22B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 41 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2019 was Janney Capital Management, an estimated $83.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2019 was Stadion Money Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2019.