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State Street DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.16B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 251257 (+6)

2.36% more ownership

Funds ownership: 68.67%71.04% (+2.4%)

0% less capital invested

Capital invested by funds: $2.17B → $2.16B (-$8.11M)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.88%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
31
Increased
91
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
SVA Wealth Management
Wisconsin
$1.28M -$1.71M -36,000 -57%
OMC
127
Old Mission Capital
Illinois
$1.25M +$1.26M +26,523 New
CA
128
Calton & Associates
Florida
$1.22M -$87.8K -1,851 -7%
SCM
129
SOL Capital Management
Maryland
$1.13M
AWM
130
Avitas Wealth Management
California
$1.07M +$64.1K +1,351 +6%
LA
131
LexAurum Advisors
Kansas
$1.06M +$152K +3,215 +17%
SWP
132
Stratos Wealth Partners
Ohio
$1.02M +$87.4K +1,843 +9%
BRWM
133
B. Riley Wealth Management
Tennessee
$950K +$953K +20,107 New
NCMW
134
Northern Capital Management (Wisconsin)
Wisconsin
$914K -$88.9K -1,875 -9%
UCFA
135
United Capital Financial Advisors
Texas
$897K +$136K +2,862 +18%
IFWM
136
Institute for Wealth Management
Colorado
$889K -$62.4K -1,315 -7%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$812K -$1.52K -32 -0.2%
DWM
138
Dakota Wealth Management
Florida
$795K -$52.1K -1,098 -6%
CAN
139
Cetera Advisor Networks
California
$788K +$133K +2,800 +20%
AEPG
140
American Economic Planning Group
New Jersey
$776K +$23K +486 +3%
PCFFS
141
Pacific Center for Financial Services
California
$759K -$9.59M -202,234 -93%
AC
142
Addison Capital
Pennsylvania
$745K
FIM
143
Fernwood Investment Management
Massachusetts
$745K +$338K +7,126 +82%
FHA
144
Flagship Harbor Advisors
Massachusetts
$727K -$11.3K -238 -2%
TSS
145
Two Sigma Securities
New York
$689K +$221K +4,670 +47%
AP
146
Advisors Preferred
Maryland
$688K -$124K -2,620 -15%
Citigroup
147
Citigroup
New York
$682K +$89.8K +1,893 +15%
FAIM
148
Financial Advocates Investment Management
Washington
$665K +$51.8K +1,093 +8%
TTWM
149
TCV Trust & Wealth Management
Virginia
$663K -$377K -7,960 -36%
HFA
150
Huber Financial Advisors
Illinois
$662K +$15.3K +323 +2%

TOTL Hedge Fund Activity: Q3 2018 in Review

257 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2018, worth a combined $2.16B — down 0.37% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TOTL positions and 25 closed out — a net gain of 6 holders — while 91 added to existing stakes and 95 trimmed.

The largest buyer was Horizon Investments, adding an estimated $46.2M. The largest seller was Bank of America, cutting an estimated $28M.

  • 257 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2018, up from 251 in Q2 2018.
  • Funds reported $2.16B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2018, down 0.37% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2018 and 25 closed out, a net change of +6 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2018 was Horizon Investments, an estimated $46.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2018 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2018.