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State Street DoubleLine Total Return Tactical ETF

214 hedge funds and large institutions have $2.43B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 48

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.23B → $2.43B (+$198M)

5% more funds holding

Funds holding: 204214 (+10)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.96% more ownership

Funds ownership: 66.6%67.55% (+0.96%)

Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.82%
New
32
Increased
112
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$1.93M +$153K +3,105 +9%
CC
102
Callan Capital
California
$1.92M +$1.92M +38,932 New
WAM
103
Weatherly Asset Management
California
$1.86M +$435K +8,823 +31%
UCFA
104
United Capital Financial Advisors
Texas
$1.76M +$1.76M +35,637 New
SIA
105
SeaBridge Investment Advisors
New Jersey
$1.74M +$38.2K +775 +2%
MI
106
Moneywise Inc
Virginia
$1.56M +$302K +6,131 +24%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$1.51M +$35.6K +722 +2%
RPG
108
Risk Paradigm Group
Texas
$1.48M -$61.6K -1,249 -4%
HH
109
Hilltop Holdings
Texas
$1.47M +$1.47M +29,832 New
Bank of New York Mellon
110
Bank of New York Mellon
New York
$1.39M -$24.8K -502 -2%
ANBT
111
American National Bank & Trust
Texas
$1.3M +$28.8K +584 +2%
AP
112
Advisors Preferred
Maryland
$1.28M -$2.86M -58,077 -69%
HFS
113
HL Financial Services
Kentucky
$1.26M +$231K +4,692 +23%
CAN
114
Cetera Advisor Networks
California
$1.15M -$23.8K -483 -2%
PP
115
PagnatoKarp Partners
Virginia
$1.13M +$171K +3,468 +18%
FIM
116
Freedom Investment Management
Connecticut
$1.12M +$154K +3,130 +16%
CWA
117
Cypress Wealth Advisors
California
$1.02M -$1.6M -32,537 -61%
CWM
118
Cornerstone Wealth Management
Missouri
$1.02M -$1.97M -40,027 -66%
BF
119
BOK Financial
Oklahoma
$1.01M +$1.02M +20,580 New
MIM
120
Macroview Investment Management
Maryland
$975K +$54.5K +1,104 +6%
GC
121
Grimes & Company
Massachusetts
$927K -$145K -2,947 -14%
DWM
122
Dakota Wealth Management
Florida
$926K +$62.2K +1,262 +7%
AC
123
Addison Capital
Pennsylvania
$856K +$14.6K +295 +2%
WS
124
Wedbush Securities
California
$813K
WT
125
Whittier Trust
California
$792K +$793K +16,082 New

TOTL Hedge Fund Activity: Q3 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2017, worth a combined $2.43B — up 8.9% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TOTL positions and 21 closed out — a net gain of 11 holders — while 112 added to existing stakes and 48 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $41.2M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $17.5M sold.

  • 214 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2017, up from 204 in Q2 2017.
  • Funds reported $2.43B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2017 and 21 closed out, a net change of +11 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2017 was Brinker Capital Investments, an estimated $41.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2017 was 3EDGE Asset Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.