TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

267 hedge funds and large institutions have $2.45B invested in SPDR DoubleLine Total Return Tactical ETF in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+53
Holders Change %
+24.77%
% of All Funds
6.06%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.77%
New
74
Increased
100
Reduced
69
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$60.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.5M
3
SEIA
3
Signature Estate & Investment Advisors
California
$17.6M
4
OMC
4
Old Mission Capital
Illinois
$8.74M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$90.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$39M
2
PWAG
2
Polaris Wealth Advisory Group
California
$0
3
NA
3
Nottingham Advisors
New York
$12.1M
4
VF
4
Virtu Financial
New York
$549K
5
Morgan Stanley
5
Morgan Stanley
New York
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
126
Certified Advisory Corp
Florida
$1.34M +$1.34M +27,568 New
MIM
127
Macroview Investment Management
Maryland
$1.3M +$336K +6,903 +35%
MI
128
Moneywise Inc
Virginia
$1.28M -$264K -5,428 -17%
FAIM
129
Financial Advocates Investment Management
Washington
$1.27M +$1.27M +26,182 New
RPG
130
Risk Paradigm Group
Texas
$1.27M -$197K -4,053 -13%
FFA
131
First Foundation Advisors
California
$1.27M +$1.27M +26,048 New
HFS
132
HL Financial Services
Kentucky
$1.26M +$20.7K +426 +2%
FIM
133
Freedom Investment Management
Connecticut
$1.22M +$112K +2,294 +10%
OPWM
134
Oak Point Wealth Management
Michigan
$1.2M +$1.2M +24,379 New
CAN
135
Cetera Advisor Networks
California
$1.16M +$24.9K +512 +2%
AP
136
Advisors Preferred
Maryland
$1.16M -$104K -2,147 -8%
SAMC
137
Spectrum Asset Management (California)
California
$1.11M +$1.11M +22,850 New
WWM
138
Wagner Wealth Management
South Carolina
$1.1M +$1.1M +22,761 New
PP
139
PagnatoKarp Partners
Virginia
$1.03M -$89.5K -1,841 -8%
BF
140
BOK Financial
Oklahoma
$1M – – –
KA
141
Kovack Advisors
Florida
$976K +$976K +20,060 New
CWM
142
Cornerstone Wealth Management
Missouri
$971K -$41.2K -847 -4%
LA
143
LexAurum Advisors
Kansas
$970K +$970K +20,010 New
ECM
144
ETrade Capital Management
Virginia
$969K +$424K +8,712 +78%
NF
145
Nikulski Financial
Iowa
$959K +$959K +19,718 New
Ameriprise
146
Ameriprise
Minnesota
$932K +$172K +3,528 +23%
SPIA
147
Steward Partners Investment Advisory
New York
$912K +$284K +5,832 +45%
DWM
148
Dakota Wealth Management
Florida
$911K -$3.26K -67 -0.4%
AC
149
Addison Capital
Pennsylvania
$845K – – –
IH
150
IFC Holdings
Florida
$840K +$261K +5,366 +45%
4 5
6
7 8