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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
APC
76
Aspire Private Capital
North Carolina
$4.54M +$412K +8,626 +10%
PAI
77
Pittenger & Anderson Inc
Nebraska
$4.47M +$307K +6,419 +7%
HCM
78
Hollencrest Capital Management
California
$4.38M -$74.8K -1,567 -2%
PCM
79
Perritt Capital Management
Illinois
$4.02M -$37.3K -782 -0.9%
CAI
80
Capital Advisors Inc
Oklahoma
$4.01M -$65.8M -1,378,688 -94%
CWM
81
Cabot Wealth Management
Massachusetts
$3.96M -$90.2K -1,889 -2%
CC
82
Callan Capital
California
$3.8M -$789K -16,523 -17%
PWMAG
83
Pinnacle Wealth Management Advisory Group
New Jersey
$3.73M +$225K +4,707 +7%
WA
84
Winfield Associates
Ohio
$3.58M -$119K -2,500 -3%
CAL
85
Capital Advisors Ltd
Ohio
$3.54M +$433K +9,078 +14%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$3.28M +$619K +12,964 +24%
HFP
87
Holistic Financial Partners
Indiana
$3.2M -$555K -11,613 -15%
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$3.1M +$399K +8,361 +15%
CG
89
Colony Group
Massachusetts
$3.06M -$354K -7,421 -10%
PFM
90
Peak Financial Management
Massachusetts
$2.92M +$669 +14 +0%
ECM
91
ETrade Capital Management
Virginia
$2.77M +$319K +6,690 +13%
MIM
92
Macroview Investment Management
Maryland
$2.69M +$212K +4,449 +9%
WSTAM
93
Wilbanks Smith & Thomas Asset Management
Virginia
$2.68M +$549K +11,491 +26%
SIA
94
Strategic Investment Advisors
Michigan
$2.56M +$316K +6,616 +14%
CCP
95
Cardan Capital Partners
Colorado
$2.54M -$1.65M -34,451 -40%
CSIC
96
Clifford Swan Investment Counsel
California
$2.51M -$363K -7,600 -13%
EC
97
Estate Counselors
Wisconsin
$2.39M +$2.36M +49,350 New
WAM
98
Weatherly Asset Management
California
$2.38M +$233K +4,869 +11%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$2.38M +$380K +7,953 +19%
OMC
100
Old Mission Capital
Illinois
$2.32M +$1.16M +24,383 +103%

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.