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State Street DoubleLine Total Return Tactical ETF

214 hedge funds and large institutions have $2.43B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 48

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.23B → $2.43B (+$198M)

5% more funds holding

Funds holding: 204214 (+10)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.96% more ownership

Funds ownership: 66.6%67.55% (+0.96%)

Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.82%
New
32
Increased
112
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
126
Ameriprise
Minnesota
$770K +$771K +15,637 New
OMC
127
Old Mission Capital
Illinois
$765K +$529K +10,722 +223%
Citigroup
128
Citigroup
New York
$755K -$62.1K -1,258 -8%
Millennium Management
129
Millennium Management
New York
$731K +$444K +8,995 +154%
UR
130
USCA RIA
Texas
$718K
HFM
131
Hartford Financial Management
Connecticut
$712K +$179K +3,627 +33%
AssetMark Inc
132
AssetMark Inc
California
$710K +$268K +5,437 +61%
PPA
133
Parametric Portfolio Associates
Washington
$710K +$268K +5,437 +61%
LA
134
LVW Advisors
New York
$665K
CA
135
Continuum Advisory
Idaho
$662K -$16.4K -332 -2%
JMPWA
136
JP Morgan Private Wealth Advisors
California
$649K +$789 +16 +0.1%
SPIA
137
Steward Partners Investment Advisory
New York
$636K +$638K +12,927 New
AEPG
138
American Economic Planning Group
New Jersey
$619K +$18.9K +384 +3%
SG
139
StoneX Group
New York
$618K -$622K -12,605 -50%
LNB
140
Ledyard National Bank
$608K
IH
141
IFC Holdings
Florida
$585K +$72K +1,460 +14%
FHA
142
Flagship Harbor Advisors
Massachusetts
$584K -$41.9K -850 -7%
ECM
143
ETrade Capital Management
Virginia
$552K +$225K +4,571 +69%
HCA
144
Harbour Capital Advisors
Virginia
$531K -$69.1K -1,400 -11%
SAM
145
Summit Asset Management
Tennessee
$506K
HIM
146
Hutchens Investment Management
New Hampshire
$489K -$149K -3,025 -23%
William Blair & Company
147
William Blair & Company
Illinois
$480K +$34.7K +703 +8%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$477K +$477K +9,669 New
CI
149
Cavalier Investments
Georgia
$457K +$167K +3,391 +58%
KeyBank National Association
150
KeyBank National Association
Ohio
$456K +$24.7K +500 +6%

TOTL Hedge Fund Activity: Q3 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2017, worth a combined $2.43B — up 8.9% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TOTL positions and 21 closed out — a net gain of 11 holders — while 112 added to existing stakes and 48 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $41.2M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $17.5M sold.

  • 214 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2017, up from 204 in Q2 2017.
  • Funds reported $2.43B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2017 and 21 closed out, a net change of +11 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2017 was Brinker Capital Investments, an estimated $41.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2017 was 3EDGE Asset Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.