TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

192 hedge funds and large institutions have $2.03B invested in SPDR DoubleLine Total Return Tactical ETF in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
4.81%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.8%
New
44
Increased
80
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$72.8M
2
HI
2
Horizon Investments
North Carolina
$39.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$306M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8.34M
5
Bank of America
5
Bank of America
North Carolina
$204M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$190M
2
CCM
2
CWH Capital Management
Washington
$0
3
QCM
3
Quadrant Capital Management
New Jersey
$0
4
TCM
4
TD Capital Management
Tennessee
$23.1M
5
RJA
5
Raymond James & Associates
Florida
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$1.57M +$481K +9,941 +44%
GWM
102
Greenwich Wealth Management
Connecticut
$1.57M +$1.14M +23,536 +264%
LGWM
103
Litman Gregory Wealth Management
California
$1.45M +$8.71K +180 +0.6%
RPG
104
Risk Paradigm Group
Texas
$1.35M -$1.05M -21,606 -44%
PAI
105
Pittenger & Anderson Inc
Nebraska
$1.35M +$371K +7,670 +38%
FFA
106
Fragasso Financial Advisors
Pennsylvania
$1.29M +$1.29M +26,684 New
FAAS
107
First Allied Advisory Services
California
$1.26M +$97.7K +2,019 +8%
WAM
108
Weatherly Asset Management
California
$1.18M +$85.1K +1,758 +8%
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$1.17M -$642K -13,279 -35%
GC
110
Grimes & Company
Massachusetts
$1.17M +$1.17M +24,209 New
CAN
111
Cetera Advisor Networks
California
$1.14M -$1.09M -22,602 -49%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$1.11M +$436K +9,004 +65%
CAM
113
Caprin Asset Management
Virginia
$1.05M +$1.05M +21,775 New
MI
114
Moneywise Inc
Virginia
$1.02M -$352K -7,269 -26%
ANBT
115
American National Bank & Trust
Texas
$954K +$46.5K +962 +5%
NCMW
116
Northern Capital Management (Wisconsin)
Wisconsin
$952K +$241K +4,990 +34%
CWM
117
Concert Wealth Management
California
$942K -$217K -4,498 -19%
BW
118
Bison Wealth
Georgia
$908K +$28.1K +580 +3%
OC
119
Oppenheimer & Co
New York
$882K +$121K +2,490 +16%
FIM
120
Freedom Investment Management
Connecticut
$825K +$400K +8,265 +94%
M&T Bank
121
M&T Bank
New York
$821K -$220K -4,545 -21%
HFS
122
HL Financial Services
Kentucky
$814K +$117K +2,407 +17%
UR
123
USCA RIA
Texas
$740K -$43.6K -900 -6%
CFP
124
Cornerstone Financial Partners
North Carolina
$730K -$4.51M -93,252 -86%
LNB
125
Ledyard National Bank
$710K +$710K +14,680 New
3 4
5
6 7