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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

143 hedge funds and large institutions have $1.55B invested in SPDR DoubleLine Total Return Tactical ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.82%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
23
Increased
82
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$202M
2
Wells Fargo
Wells Fargo
California
$79.5M
3
UBS Group
UBS Group
Switzerland
$144M
4
MFS
McNamara Financial Services
Massachusetts
$31.9M
5
LPL Financial
LPL Financial
California
$90.4M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$178M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$33.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.7M
5
BFA
Beaumont Financial Advisors
Massachusetts
$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$156K +$152K +3,070 +3,449%
AssetMark Inc
127
AssetMark Inc
California
$134K +$99.4K +2,008 +287%
LWM
128
LBA Wealth Management
Florida
$120K -$120K -2,430 -50%
MA
129
MUFG Americas
New York
$109K -$21.3K -429 -16%
TIM
130
Tortoise Investment Management
New York
$96K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$88K +$72.7K +1,472 +475%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$83K – – –
OAJ
133
Ogorek Anthony Joseph
New York
$83K +$197 +4 +0.2%
WTB
134
Washington Trust Bank
Washington
$83K +$83K +1,686 New
MIM
135
Macroview Investment Management
Maryland
$61K +$61K +1,242 New
AP
136
Atwood & Palmer
Missouri
$46K +$46K +922 New
ASN
137
Advisory Services Network
Georgia
$43K -$20K -407 -32%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$34K +$10.9K +223 +47%
AIM
139
Advantage Investment Management
Iowa
$26K -$76.7K -1,539 -75%
KFA
140
Kelleher Financial Advisors
New York
$26K +$26K +530 New
Creative Planning
141
Creative Planning
Kansas
$17K +$17K +341 New
KT
142
Kanaly Trust
Texas
$15K – – –
ATC
143
Adirondack Trust Company
New York
$10K +$10K +204 New
JCM
144
Janney Capital Management
Pennsylvania
– -$42.4M -873,180 Closed
SS
145
Simplicity Solutions
Minnesota
– -$2.04M -41,997 Closed
WIM
146
Waverton Investment Management
United Kingdom
– -$1.94M -40,000 Closed
GLA
147
Great Lakes Advisors
Illinois
– -$1.38M -28,426 Closed
FIM
148
Freedom Investment Management
Connecticut
– -$1.21M -24,956 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
– -$1.14M -23,538 Closed
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
– -$981K -20,181 Closed
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