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State Street DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.16B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 251257 (+6)

2.36% more ownership

Funds ownership: 68.67%71.04% (+2.4%)

0% less capital invested

Capital invested by funds: $2.17B → $2.16B (-$8.11M)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.88%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
31
Increased
91
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
76
Cardan Capital Partners
Colorado
$4M +$535K +11,276 +15%
PAI
77
Pittenger & Anderson Inc
Nebraska
$3.96M +$234K +4,925 +6%
CG
78
Colony Group
Massachusetts
$3.87M -$387K -8,162 -9%
BJ
79
Brouwer & Janachowski
California
$3.79M +$3.8M +80,195 New
GC
80
Grimes & Company
Massachusetts
$3.76M +$439K +9,260 +13%
CI
81
CX Institutional
Indiana
$3.75M +$136K +2,868 +4%
CAL
82
Capital Advisors Ltd
Ohio
$3.15M +$10.6K +223 +0.3%
SFP
83
Shepherd Financial Partners
Massachusetts
$3.15M
ECM
84
Evergreen Capital Management
Washington
$3.05M -$462K -9,750 -13%
WA
85
Winfield Associates
Ohio
$3.02M +$23.7K +500 +0.8%
CT
86
CPF Texas
Texas
$3.01M +$22.9K +482 +0.8%
MML Investors Services
87
MML Investors Services
Massachusetts
$2.97M -$6.71M -141,429 -69%
LFR
88
Lehman Financial Resources
Pennsylvania
$2.84M
MP
89
Manifold Partners
California
$2.8M +$2.81M +59,300 New
VF
90
Virtu Financial
New York
$2.73M +$2.74M +57,715 New
OAM
91
Occidental Asset Management
California
$2.69M -$8.37M -176,591 -76%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$2.68M +$1.48M +31,203 +122%
FAAS
93
First Allied Advisory Services
California
$2.61M +$135K +2,837 +5%
BTS
94
BB&T Securities
Virginia
$2.48M -$361K -7,607 -13%
NPP
95
New Potomac Partners
Maryland
$2.47M -$94.8K -2,000 -4%
CFA
96
Cahill Financial Advisors
Minnesota
$2.38M +$10.2K +215 +0.4%
CPIG
97
Chicago Partners Investment Group
Illinois
$2.37M -$10K -211 -0.4%
KFGK
98
Keystone Financial Group (Kentucky)
Kentucky
$2.34M +$19.8K +418 +0.8%
ECM
99
ETrade Capital Management
Virginia
$2.27M +$535K +11,291 +31%
MHS
100
M Holdings Securities
Oregon
$2.22M -$629K -13,265 -22%

TOTL Hedge Fund Activity: Q3 2018 in Review

257 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2018, worth a combined $2.16B — down 0.37% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TOTL positions and 25 closed out — a net gain of 6 holders — while 91 added to existing stakes and 95 trimmed.

The largest buyer was Horizon Investments, adding an estimated $46.2M. The largest seller was Bank of America, cutting an estimated $28M.

  • 257 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2018, up from 251 in Q2 2018.
  • Funds reported $2.16B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2018, down 0.37% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2018 and 25 closed out, a net change of +6 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2018 was Horizon Investments, an estimated $46.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2018 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2018.