TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

151 hedge funds and large institutions have $1.66B invested in SPDR DoubleLine Total Return Tactical ETF in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
4.04%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.53%
New
25
Increased
80
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$201M
2
JCM
Janney Capital Management
Pennsylvania
$46.9M
3
Morgan Stanley
Morgan Stanley
New York
$237M
4
AWMG
Alliance Wealth Management Group
New Jersey
$22.7M
5
Bank of America
Bank of America
North Carolina
$193M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$0
2
LPL Financial
LPL Financial
California
$57.4M
3
MMA
Miracle Mile Advisors
California
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.2M
5
BAAM
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
126
Investors Capital Advisory Services
Massachusetts
$270K +$270K +5,410 New
NIM
127
Northeast Investment Management
Massachusetts
$255K – – –
SBIA
128
Sheaff Brock Investment Advisors
Indiana
$250K – – –
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$228K +$59.7K +1,200 +35%
IH
130
IFC Holdings
Florida
$217K +$217K +4,331 New
CAM
131
Cidel Asset Management
Ontario, Canada
$215K – – –
DIP
132
DT Investment Partners
Pennsylvania
$210K -$26.5K -530 -11%
SAM
133
Summit Asset Management
Tennessee
$207K – – –
Mariner
134
Mariner
Kansas
$205K +$205K +4,098 New
LNWWM
135
Laird Norton Wetherby Wealth Management
California
$201K +$201K +4,035 New
CG
136
Caprock Group
Idaho
$200K +$200K +4,000 New
KA
137
Klingman & Associates
New York
$190K – – –
WEC
138
Winslow Evans & Crocker
Massachusetts
$184K +$184K +3,686 New
LWM
139
LBA Wealth Management
Florida
$121K – – –
MA
140
MUFG Americas
New York
$110K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$84K – – –
OAJ
142
Ogorek Anthony Joseph
New York
$83K – – –
TIM
143
Tortoise Investment Management
New York
$81K -$15K -302 -16%
AP
144
Atwood & Palmer
Missouri
$46K – – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$41K +$41K +812 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$41K +$41K +830 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$16K -$18.8K -376 -54%
AIM
148
Advantage Investment Management
Iowa
$15K -$11K -221 -42%
FWM
149
Focused Wealth Management
New York
$15K +$15K +291 New
BIM
150
BlackRock Investment Management
Delaware
$15K +$15K +300 New
3 4 5
6
7