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State Street DoubleLine Total Return Tactical ETF

192 hedge funds and large institutions have $2.03B invested in State Street DoubleLine Total Return Tactical ETF in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

16% more funds holding

Funds holding: 165192 (+27)

7% more capital invested

Capital invested by funds: $1.91B → $2.03B (+$124M)

2.92% more ownership

Funds ownership: 64.21%67.13% (+2.9%)

Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
4.8%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.8%
New
44
Increased
80
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
126
StoneX Group
New York
$702K -$9.15K -186 -1%
FHA
127
Flagship Harbor Advisors
Massachusetts
$606K +$618K +12,560 New
LA
128
LVW Advisors
New York
$604K
AEPG
129
American Economic Planning Group
New Jersey
$596K +$589K +11,976 New
NPC
130
National Planning Corporation
California
$591K -$1.75M -35,567 -75%
HCA
131
Harbour Capital Advisors
Virginia
$584K -$11.1K -225 -2%
FA
132
FDx Advisors
Illinois
$539K +$548K +11,132 New
JMPWA
133
JP Morgan Private Wealth Advisors
California
$529K +$123K +2,500 +30%
IH
134
IFC Holdings
Florida
$504K +$157K +3,194 +44%
SAM
135
Summit Asset Management
Tennessee
$498K +$305K +6,201 +151%
MIM
136
Macroview Investment Management
Maryland
$475K +$11.7K +238 +2%
DWM
137
Darwin Wealth Management
Florida
$474K +$482K +9,791 New
ICOA
138
Investment Centers of America
North Dakota
$430K +$209K +4,250 +92%
TF
139
Trutina Financial
Washington
$397K -$4.18K -85 -1%
SCM
140
Stonehearth Capital Management
Massachusetts
$395K +$401K +8,153 New
LJAC
141
L.J. Altfest & Co
New York
$390K +$397K +8,063 New
SWP
142
Stratos Wealth Partners
Ohio
$385K +$96K +1,950 +33%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$379K -$7.23K -147 -2%
SPC
144
Sigma Planning Corp
Michigan
$379K +$15.4K +313 +4%
NEIRG
145
New England Investment & Retirement Group
Massachusetts
$378K
Citigroup
146
Citigroup
New York
$366K +$21.2K +430 +6%
WEC
147
Winslow Evans & Crocker
Massachusetts
$349K +$178K +3,614 +101%
DIP
148
DT Investment Partners
Pennsylvania
$347K +$59.1K +1,200 +20%
SWM
149
Stockman Wealth Management
Montana
$343K
BWP
150
Baldwin Wealth Partners
Massachusetts
$337K

TOTL Hedge Fund Activity: Q4 2016 in Review

192 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2016, worth a combined $2.03B — up 6.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TOTL positions and 15 closed out — a net gain of 29 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $74M. The largest seller was UBS Group, cutting an estimated $21.6M.

  • 192 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2016, up from 165 in Q3 2016.
  • Funds reported $2.03B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2016, up 6.5% quarter-over-quarter.
  • 44 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2016 and 15 closed out, a net change of +29 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2016 was Capital Advisors Inc, an estimated $74M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2016 was UBS Group, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2016.