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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

353 hedge funds and large institutions have $2.32B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
6.22%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
28
Increased
140
Reduced
135
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$28.1M
2
LPL Financial
2
LPL Financial
California
$249M
3
CAI
3
Capital Advisors Inc
Oklahoma
$68M
4
CG
4
Colony Group
Massachusetts
$10.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$176M
2
OAM
2
Occidental Asset Management
California
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$6.13M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18M
5
GAM
5
Gemmer Asset Management
California
$161K
Name Holding Trade Value Shares
Change 		Shares
Change %
BZWA
76
Blue Zone Wealth Advisors
California
$5.64M +$634K +13,158 +13%
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$5.36M +$301K +6,245 +6%
CWM
78
Connecticut Wealth Management
Connecticut
$5.32M +$137K +2,847 +3%
EE
79
EWG Elevate
California
$5.19M +$911K +18,892 +21%
HCM
80
Hollencrest Capital Management
California
$5.13M +$265K +5,496 +5%
IA
81
IFG Advisory
Georgia
$5.08M +$986K +20,445 +24%
OBWG
82
Onyx Bridge Wealth Group
New York
$5.03M +$828K +17,181 +20%
CC
83
Callan Capital
California
$4.99M +$335K +6,949 +7%
AP
84
Advisors Preferred
Maryland
$4.94M +$1.72M +35,784 +54%
AWA
85
Arkadios Wealth Advisors
Georgia
$4.91M -$305K -6,326 -6%
MWM
86
Minot Wealth Management
Massachusetts
$4.82M -$491K -10,184 -9%
CP
87
Corbenic Partners
Pennsylvania
$4.69M -$1.89M -39,137 -29%
COCM
88
Charter Oak Capital Management
New Hampshire
$4.59M +$120K +2,481 +3%
BWM
89
BCS Wealth Management
Tennessee
$4.45M +$374K +7,756 +9%
BA
90
Ballew Advisors
Mississippi
$4.31M +$1.92M +39,763 +80%
UFA
91
US Financial Advisors
Massachusetts
$4.31M +$460K +9,541 +12%
22CM
92
20/20 Capital Management
California
$4.13M -$1.58M -32,843 -28%
CCM
93
Canal Capital Management
Virginia
$4.09M +$220K +4,568 +6%
AWS
94
AJ Wealth Strategies
New York
$3.9M -$37.2K -771 -0.9%
VFG
95
V2 Financial group
Illinois
$3.81M +$1.52M +31,630 +67%
CHJWM
96
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.69M +$21K +433 +0.6%
AFS
97
Aft Forsyth & Sober
Florida
$3.56M -$3.54M -73,450 -50%
LFA
98
Lighthouse Financial Advisors
Maryland
$3.5M +$50.3K +1,044 +1%
FAIM
99
Financial Advocates Investment Management
Washington
$3.46M +$75.6K +1,500 +2%
EC
100
Estate Counselors
Wisconsin
$3.43M -$7.23K -150 -0.2%
2 3
4
5 6