State Street DoubleLine Total Return Tactical ETF
TOTL
290 hedge funds and large institutions have $2.37B invested in State Street 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.
53% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 86
9% more funds holding in top 10
Funds holding in top 10: 35 → 38 (+3)
7% more capital invested
Capital invested by funds: $2.22B → $2.37B (+$151M)
0.6% less ownership
Funds ownership: 71.8% → 71.19% (-0.6%)
3% less funds holding
Funds holding: 299 → 290 (-9)
14% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
+$56.7M |
| 2 |
Morgan Stanley
New York
|
+$56.4M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$38.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$12.2M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$9.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.6M |
| 2 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$10.8M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.74M |
| 4 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
-$8.67M |
| 5 |
TW
Towerpoint Wealth
Sacramento,
California
|
-$7.54M |
TOTL Hedge Fund Activity: Q2 2019 in Review
290 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2019, worth a combined $2.37B — up 6.8% from $2.22B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of TOTL and 25 opened new positions — a net loss of 4 holders — while 86 trimmed existing stakes and 132 added.
The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $56.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.6M.
- 290 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2019, down from 299 in Q1 2019.
- Funds reported $2.37B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2019, up 6.8% quarter-over-quarter.
- 25 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2019 and 29 closed out, a net change of -4 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2019 was AJ Wealth Strategies, an estimated $56.7M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2019 was Commonwealth Equity Services, an estimated $13.6M sold.
Based on aggregated 13F filings for Q2 2019.