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State Street DoubleLine Total Return Tactical ETF

299 hedge funds and large institutions have $2.22B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

5% more funds holding

Funds holding: 286299 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$33.8M)

1.48% less ownership

Funds ownership: 73.27%71.8% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
6.47%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.76%
New
41
Increased
118
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
101
BB&T Securities
Virginia
$2.19M -$146K -3,061 -6%
Stifel Financial
102
Stifel Financial
Missouri
$2.17M +$574K +12,016 +36%
DC
103
Davenport & Co
Virginia
$2.14M +$355K +7,443 +20%
BHWM
104
Bay Harbor Wealth Management
Maryland
$1.98M -$3.87K -81 -0.2%
CF
105
Corrigan Financial
Rhode Island
$1.94M -$8.07M -168,978 -81%
AFA
106
American Financial Advisors
Georgia
$1.74M -$871K -18,243 -34%
KWA
107
KCS Wealth Advisory
California
$1.74M +$203K +4,259 +13%
CW
108
CreativeOne Wealth
Kansas
$1.73M +$286K +5,995 +20%
ACM
109
Aviance Capital Management
Florida
$1.71M -$35K -732 -2%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.67M +$564K +11,810 +52%
MML Investors Services
111
MML Investors Services
Massachusetts
$1.67M -$1.17M -24,490 -42%
CIBC World Market
112
CIBC World Market
Ontario, Canada
$1.63M -$78.4K -1,641 -5%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$1.59M +$1.57M +32,968 New
CI
114
Cavalier Investments
Georgia
$1.59M -$106K -2,227 -6%
CHJWM
115
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.56M +$1.54M +32,195 New
HFS
116
HL Financial Services
Kentucky
$1.53M +$119K +2,491 +9%
CA
117
Cetera Advisors
Colorado
$1.52M +$372K +7,800 +33%
CPIG
118
Chicago Partners Investment Group
Illinois
$1.52M +$9.36K +196 +0.6%
SFG
119
SNS Financial Group
Minnesota
$1.48M -$123K -2,585 -8%
NPP
120
New Potomac Partners
Maryland
$1.45M -$65.9K -1,380 -4%
CA
121
Calton & Associates
Florida
$1.38M +$139K +2,919 +11%
MI
122
Moneywise Inc
Virginia
$1.33M -$638K -13,369 -33%
HW
123
Hamilton Wealth
California
$1.31M +$299K +6,268 +30%
BRWM
124
B. Riley Wealth Management
Tennessee
$1.3M +$205K +4,289 +19%
JHCP
125
Jackson Hole Capital Partners
Oklahoma
$1.29M +$101K +2,123 +9%

TOTL Hedge Fund Activity: Q1 2019 in Review

299 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2019, worth a combined $2.22B — up 1.5% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TOTL positions and 21 closed out — a net gain of 20 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $83.9M. The largest seller was Stadion Money Management, exiting entirely with an estimated $161M sold.

  • 299 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2019, up from 286 in Q4 2018.
  • Funds reported $2.22B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 41 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2019 was Janney Capital Management, an estimated $83.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2019 was Stadion Money Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2019.