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State Street DoubleLine Total Return Tactical ETF

267 hedge funds and large institutions have $2.45B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 69

25% more funds holding

Funds holding: 214267 (+53)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

1.18% more ownership

Funds ownership: 67.55%68.73% (+1.2%)

1% more capital invested

Capital invested by funds: $2.43B → $2.45B (+$20.2M)

Holders
267
Holders Change
+53
Holders Change %
+24.77%
% of All Funds
6.06%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.77%
New
74
Increased
100
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$2.61M -$628K -12,846 -19%
SAM
102
Shamrock Asset Management
Texas
$2.6M -$69.9K -1,430 -3%
FAAS
103
First Allied Advisory Services
California
$2.55M -$25.8K -527 -1%
LWS
104
Lucia Wealth Services
California
$2.53M +$2.55M +52,099 New
HWP
105
Hefty Wealth Partners
Indiana
$2.35M +$116K +2,368 +5%
CFA
106
Cahill Financial Advisors
Minnesota
$2.31M -$2.05K -42 -0.1%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.2M -$332K -6,797 -13%
PWMAG
108
Pinnacle Wealth Management Advisory Group
New Jersey
$2.15M +$250K +5,119 +13%
MHS
109
M Holdings Securities
Oregon
$2.14M +$187K +3,816 +10%
AWM
110
Altium Wealth Management
New York
$2.14M +$2.15M +43,944 New
Baird Financial Group
111
Baird Financial Group
Wisconsin
$2.09M +$2.05K +42 +0.1%
CA
112
Cetera Advisors
Colorado
$2.07M +$41.2K +842 +2%
NCMW
113
Northern Capital Management (Wisconsin)
Wisconsin
$2.03M -$440K -9,000 -18%
IFWM
114
Institute for Wealth Management
Colorado
$2.01M +$1.7M +34,861 +532%
GWM
115
Greenwich Wealth Management
Connecticut
$1.95M -$19.3K -395 -1%
SFG
116
SNS Financial Group
Minnesota
$1.88M -$160K -3,281 -8%
WAM
117
Weatherly Asset Management
California
$1.83M -$4.99K -102 -0.3%
CWS
118
Cypress Wealth Services
California
$1.72M +$1.73M +35,428 New
KFGK
119
Keystone Financial Group (Kentucky)
Kentucky
$1.71M +$1.73M +35,321 New
UCFA
120
United Capital Financial Advisors
Texas
$1.58M -$152K -3,112 -9%
SIA
121
SeaBridge Investment Advisors
New Jersey
$1.58M -$135K -2,770 -8%
PAS
122
Partnervest Advisory Services
California
$1.58M -$468K -9,567 -23%
Millennium Management
123
Millennium Management
New York
$1.56M +$845K +17,274 +116%
SWP
124
Stratos Wealth Partners
Ohio
$1.42M -$946K -19,349 -40%
ANBT
125
American National Bank & Trust
Texas
$1.41M +$129K +2,643 +10%

TOTL Hedge Fund Activity: Q4 2017 in Review

267 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2017, worth a combined $2.45B — up 0.83% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new TOTL positions and 20 closed out — a net gain of 54 holders — while 100 added to existing stakes and 69 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.9M. The largest seller was Polaris Wealth Advisory Group, exiting entirely with an estimated $40M sold.

  • 267 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2017, up from 214 in Q3 2017.
  • Funds reported $2.45B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 74 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2017 and 20 closed out, a net change of +54 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $26.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2017 was Polaris Wealth Advisory Group, an estimated $40M sold.

Based on aggregated 13F filings for Q4 2017.