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State Street DoubleLine Total Return Tactical ETF

286 hedge funds and large institutions have $2.19B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

11% more funds holding

Funds holding: 257286 (+29)

2.24% more ownership

Funds ownership: 71.04%73.27% (+2.2%)

1% more capital invested

Capital invested by funds: $2.16B → $2.19B (+$31.3M)

28% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 109

Holders
286
Holders Change
+29
Holders Change %
+11.28%
% of All Funds
6.37%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.89%
New
62
Increased
79
Reduced
109
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
101
Gryphon Financial Partners
Ohio
$2.34M +$2.31M +49,234 New
BTS
102
BB&T Securities
Virginia
$2.29M -$194K -4,137 -8%
MHS
103
M Holdings Securities
Oregon
$2.25M +$22.5K +479 +1%
SIA
104
Strategic Investment Advisors
Michigan
$2.19M +$2.17M +46,252 New
WAM
105
Weatherly Asset Management
California
$2.1M +$120K +2,564 +6%
WSTAM
106
Wilbanks Smith & Thomas Asset Management
Virginia
$2.08M -$144K -3,056 -7%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$1.96M +$524K +11,151 +37%
MI
108
Moneywise Inc
Virginia
$1.95M +$588K +12,512 +44%
BHWM
109
Bay Harbor Wealth Management
Maryland
$1.94M +$1.92M +40,940 New
JIP
110
Jaffetilchin Investment Partners
Florida
$1.8M +$1.79M +38,001 New
FAAS
111
First Allied Advisory Services
California
$1.79M -$815K -17,349 -31%
DC
112
Davenport & Co
Virginia
$1.75M +$315K +6,704 +22%
ACM
113
Aviance Capital Management
Florida
$1.71M -$309K -6,572 -15%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$1.67M +$207K +4,405 +14%
CI
115
Cavalier Investments
Georgia
$1.66M -$557K -11,863 -25%
SFG
116
SNS Financial Group
Minnesota
$1.57M -$47.9K -1,020 -3%
Stifel Financial
117
Stifel Financial
Missouri
$1.56M -$8.83K -188 -0.6%
KWA
118
KCS Wealth Advisory
California
$1.51M +$217K +4,627 +17%
AL
119
Aspiriant LLC
California
$1.5M -$451K -9,600 -23%
CPIG
120
Chicago Partners Investment Group
Illinois
$1.5M -$887K -18,870 -37%
NPP
121
New Potomac Partners
Maryland
$1.48M -$982K -20,900 -40%
CW
122
CreativeOne Wealth
Kansas
$1.41M +$1.01M +21,542 +264%
HFS
123
HL Financial Services
Kentucky
$1.38M +$29.2K +622 +2%
IA
124
IFP Advisors
Florida
$1.33M -$429K -9,120 -24%
GWM
125
Geneos Wealth Management
Colorado
$1.23M -$192K -4,090 -14%