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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
FCAG
76
First Capital Advisors Group
New Jersey
$3.09M +$1.58M +32,019 +104%
PAI
77
Pittenger & Anderson Inc
Nebraska
$3.05M +$562K +11,396 +23%
AL
78
Aspiriant LLC
California
$3.01M -$339K -6,878 -10%
SHIM
79
Stone House Investment Management
Pennsylvania
$3M +$206K +4,167 +7%
GJIC
80
Gamble Jones Investment Counsel
California
$2.98M +$1.01M +20,384 +51%
WA
81
Winfield Associates
Ohio
$2.79M +$461K +9,350 +20%
SAM
82
Shamrock Asset Management
Texas
$2.71M -$201K -4,069 -7%
TFA
83
Transamerica Financial Advisors
Florida
$2.69M +$386K +7,824 +17%
AG
84
Advisor Group
Arizona
$2.68M +$510K +10,349 +23%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.67M +$213K +4,319 +9%
AWM
86
Affinity Wealth Management
Delaware
$2.66M -$1.48K -30 -0.1%
FAAS
87
First Allied Advisory Services
California
$2.6M +$1.18M +23,912 +83%
AFG
88
Arkansas Financial Group
Arkansas
$2.58M +$2.12M +43,048 +458%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$2.56M -$149K -3,017 -5%
NCMW
90
Northern Capital Management (Wisconsin)
Wisconsin
$2.5M +$616K +12,480 +33%
BTS
91
BB&T Securities
Virginia
$2.48M -$2.52M -50,988 -50%
SWP
92
Stratos Wealth Partners
Ohio
$2.4M +$124K +2,516 +5%
CFA
93
Cahill Financial Advisors
Minnesota
$2.34M
HWP
94
Hefty Wealth Partners
Indiana
$2.27M +$36.5K +741 +2%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$2.11M -$8.38K -170 -0.4%
PAS
96
Partnervest Advisory Services
California
$2.07M -$874K -17,719 -30%
SFG
97
SNS Financial Group
Minnesota
$2.06M -$145K -2,933 -7%
CA
98
Cetera Advisors
Colorado
$2.05M +$108K +2,185 +6%
GWM
99
Greenwich Wealth Management
Connecticut
$2M +$36K +729 +2%
MHS
100
M Holdings Securities
Oregon
$1.98M +$1.36M +27,668 +222%

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.