TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

290 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 132 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-9
Holders Change %
-3.01%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
25
Increased
132
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$57.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$206M
3
CAI
3
Capital Advisors Inc
Oklahoma
$43.2M
4
Wells Fargo
4
Wells Fargo
California
$83.3M
5
KF
5
Krilogy Financial
Missouri
$9.84M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$33.3M
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
PAG
3
Private Advisor Group
New Jersey
$7.09M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$0
5
TW
5
Towerpoint Wealth
California
$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
MP
101
Manifold Partners
California
$2.17M -$3.98M -81,200 -65%
GIP
102
Greatmark Investment Partners
Georgia
$2.12M +$1.5M +30,600 +244%
EC
103
Estate Counselors
Wisconsin
$2.1M -$321K -6,550 -13%
MI
104
Moneywise Inc
Virginia
$2.08M +$719K +14,642 +53%
MML Investors Services
105
MML Investors Services
Massachusetts
$2.05M +$363K +7,408 +22%
BHWM
106
Bay Harbor Wealth Management
Maryland
$2.01M +$1.47K +30 +0.1%
CW
107
CreativeOne Wealth
Kansas
$1.92M +$164K +3,347 +9%
PPW
108
Pasadena Private Wealth
California
$1.9M +$1.9M +38,726 New
CA
109
Cetera Advisors
Colorado
$1.85M +$302K +6,161 +20%
BTS
110
BB&T Securities
Virginia
$1.71M -$509K -10,374 -23%
VAS
111
Vestmark Advisory Solutions
Massachusetts
$1.68M +$65.2K +1,328 +4%
CHJWM
112
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.6M +$22.9K +468 +1%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$1.54M -$109K -2,223 -7%
CPIG
114
Chicago Partners Investment Group
Illinois
$1.53M -$23.5K -481 -2%
GRP
115
Global Retirement Partners
California
$1.51M +$989K +20,159 +189%
CA
116
Calton & Associates
Florida
$1.47M +$70.1K +1,429 +5%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$1.47M -$222K -4,515 -13%
NPP
118
New Potomac Partners
Maryland
$1.47M – – –
SCM
119
SOL Capital Management
Maryland
$1.43M +$255K +5,200 +22%
SFG
120
SNS Financial Group
Minnesota
$1.42M -$89.1K -1,816 -6%
GWM
121
Geneos Wealth Management
Colorado
$1.4M +$96.9K +1,975 +7%
RIA
122
Realta Investment Advisors
Delaware
$1.39M +$181K +3,684 +15%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$1.36M -$1.03M – –
HFA
124
Huber Financial Advisors
Illinois
$1.31M +$392K +7,985 +43%
JHCP
125
Jackson Hole Capital Partners
Oklahoma
$1.31M -$4.91K -100 -0.4%
3 4
5
6 7