TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

251 hedge funds and large institutions have $2.17B invested in SPDR DoubleLine Total Return Tactical ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.78%
New
19
Increased
98
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$14M
2
PI
2
PFS Investments
Georgia
$22M
3
HI
3
Horizon Investments
North Carolina
$41.8M
4
MMA
4
Miracle Mile Advisors
California
$53.8M
5
GFPC
5
Global Financial Private Capital
Florida
$32.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$254M
2
UBS Group
2
UBS Group
Switzerland
$134M
3
Wells Fargo
3
Wells Fargo
California
$70.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
76
Evergreen Capital Management
Washington
$3.53M 74,296 -5,562 -7%
CCP
77
Cardan Capital Partners
Colorado
$3.49M 73,441 -197,376 -73%
GC
78
Grimes & Company
Massachusetts
$3.35M 70,409 -1,860 -3%
CC
79
Callan Capital
California
$3.21M 67,455 -353 -0.5%
CAL
80
Capital Advisors Ltd
Ohio
$3.16M 66,491 -1,390 -2%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$3.16M 66,481 +21,344 +47%
SFP
82
Shepherd Financial Partners
Massachusetts
$3.14M 66,157 -3,173 -5%
WA
83
Winfield Associates
Ohio
$3.02M 63,475 +100 +0.2%
CT
84
CPF Texas
Texas
$3.01M 63,301 +1,402 +2%
SWM
85
SVA Wealth Management
Wisconsin
$3M 63,047 +63,047 New
MHS
86
M Holdings Securities
Oregon
$2.87M 60,268 +20,339 +51%
BTS
87
BB&T Securities
Virginia
$2.86M 60,124 -449 -0.7%
LFR
88
Lehman Financial Resources
Pennsylvania
$2.86M 60,085 -250 -0.4%
SEIA
89
Signature Estate & Investment Advisors
California
$2.84M 59,665 +59,665 New
PAG
90
Private Advisor Group
New Jersey
$2.75M 57,890 -17,016 -23%
TFA
91
Transamerica Financial Advisors
Florida
$2.61M 54,875 -83,364 -60%
NPP
92
New Potomac Partners
Maryland
$2.58M 54,180 -780 -1%
AL
93
Aspiriant LLC
California
$2.5M 52,544 -5,438 -9%
FAAS
94
First Allied Advisory Services
California
$2.49M 52,255 -1,562 -3%
CPIG
95
Chicago Partners Investment Group
Illinois
$2.4M 50,563 -3,279 -6%
CFA
96
Cahill Financial Advisors
Minnesota
$2.39M 50,178 +721 +1%
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$2.34M 49,234 +2,992 +6%
ACM
98
Aviance Capital Management
Florida
$2.32M 48,741 -5,467 -10%
AWMG
99
Alliance Wealth Management Group
New Jersey
$2.2M 46,358 -118,334 -72%
TCM
100
Towercrest Capital Management
Pennsylvania
$2.2M 46,358 +46,358 New
2 3
4
5 6