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State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
101
Lake Street Private Wealth
Illinois
$2.35M +$2.35M +47,742 New
GM
102
GeoWealth Management
Illinois
$2.2M +$2.2M +44,697 New
GIP
103
Greatmark Investment Partners
Georgia
$2.19M +$70.1K +1,426 +3%
EC
104
Estate Counselors
Wisconsin
$2.13M +$21.6K +440 +1%
MI
105
Moneywise Inc
Virginia
$2.13M +$41.6K +846 +2%
PPW
106
Pasadena Private Wealth
California
$2.11M +$205K +4,164 +11%
CW
107
CreativeOne Wealth
Kansas
$2.08M +$159K +3,229 +8%
CA
108
Calton & Associates
Florida
$1.87M +$389K +7,905 +26%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$1.82M +$344K +7,004 +23%
CA
110
Cetera Advisors
Colorado
$1.82M -$37.4K -760 -2%
CHJWM
111
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.73M +$118K +2,407 +7%
HFA
112
Huber Financial Advisors
Illinois
$1.71M +$391K +7,965 +30%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$1.68M -$11.3K -229 -0.7%
GRP
114
Global Retirement Partners
California
$1.56M +$45.9K +934 +3%
CPIG
115
Chicago Partners Investment Group
Illinois
$1.53M +$2.9K +59 +0.2%
FA
116
Faithward Advisors
Pennsylvania
$1.5M +$1.5M +30,463 New
NPP
117
New Potomac Partners
Maryland
$1.47M
CIBC World Market
118
CIBC World Market
Ontario, Canada
$1.47M -$79.3K -1,613 -5%
GWM
119
Geneos Wealth Management
Colorado
$1.45M +$54.9K +1,118 +4%
BTS
120
BB&T Securities
Virginia
$1.45M -$275K -5,588 -16%
SCM
121
SOL Capital Management
Maryland
$1.44M
AL
122
Aspiriant LLC
California
$1.42M +$242K +4,934 +21%
BRWM
123
B. Riley Wealth Management
Tennessee
$1.42M +$132K +2,677 +10%
MA
124
Mutual Advisors
Nebraska
$1.39M +$246K +4,998 +22%
SFG
125
SNS Financial Group
Minnesota
$1.38M -$43.4K -884 -3%

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.