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State Street DoubleLine Total Return Tactical ETF

204 hedge funds and large institutions have $2.23B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 53

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $2.09B → $2.23B (+$142M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% more funds holding

Funds holding: 201204 (+3)

0.77% more ownership

Funds ownership: 65.82%66.6% (+0.77%)

Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
5.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
25
Increased
109
Reduced
53
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Shamrock Asset Management
Texas
$2.9M -$358K -7,277 -11%
LFR
77
Lehman Financial Resources
Pennsylvania
$2.88M +$433K +8,800 +18%
SHIM
78
Stone House Investment Management
Pennsylvania
$2.79M -$20.5K -416 -0.7%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$2.71M +$186K +3,771 +7%
AWM
80
Affinity Wealth Management
Delaware
$2.66M -$2.75M -55,917 -51%
CWA
81
Cypress Wealth Advisors
California
$2.62M -$3.74M -76,072 -59%
CPIG
82
Chicago Partners Investment Group
Illinois
$2.6M +$517K +10,509 +25%
PAI
83
Pittenger & Anderson Inc
Nebraska
$2.49M +$166K +3,374 +7%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.45M +$19.9K +405 +0.8%
NPC
85
National Planning Corporation
California
$2.36M +$1.54M +31,221 +184%
CFA
86
Cahill Financial Advisors
Minnesota
$2.34M -$323K -6,564 -12%
WA
87
Winfield Associates
Ohio
$2.33M +$201K +4,075 +9%
TFA
88
Transamerica Financial Advisors
Florida
$2.3M +$233K +4,734 +11%
SWP
89
Stratos Wealth Partners
Ohio
$2.27M +$618K +12,551 +37%
HWP
90
Hefty Wealth Partners
Indiana
$2.23M +$97.7K +1,985 +5%
SFG
91
SNS Financial Group
Minnesota
$2.2M -$182K -3,700 -8%
AG
92
Advisor Group
Arizona
$2.17M +$282K +5,725 +15%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$2.12M +$1.86M +37,770 +711%
GJIC
94
Gamble Jones Investment Counsel
California
$1.97M +$230K +4,683 +13%
GWM
95
Greenwich Wealth Management
Connecticut
$1.96M +$89.5K +1,819 +5%
CA
96
Cetera Advisors
Colorado
$1.94M -$132K -2,687 -6%
NCMW
97
Northern Capital Management (Wisconsin)
Wisconsin
$1.88M +$887K +18,025 +89%
PWMAG
98
Pinnacle Wealth Management Advisory Group
New Jersey
$1.78M +$58.9K +1,198 +3%
LFAS
99
Level Four Advisory Services
Texas
$1.77M
SIA
100
SeaBridge Investment Advisors
New Jersey
$1.7M +$14.3K +290 +0.8%

TOTL Hedge Fund Activity: Q2 2017 in Review

204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2017, worth a combined $2.23B — up 6.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TOTL positions and 19 closed out — a net gain of 6 holders — while 109 added to existing stakes and 53 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $37.6M. The largest seller was State Street, exiting entirely with an estimated $27.1M sold.

  • 204 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2017, up from 201 in Q1 2017.
  • Funds reported $2.23B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2017, up 6.8% quarter-over-quarter.
  • 25 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2017 and 19 closed out, a net change of +6 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2017 was MML Investors Services, an estimated $37.6M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2017 was State Street, an estimated $27.1M sold.

Based on aggregated 13F filings for Q2 2017.