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State Street DoubleLine Total Return Tactical ETF

299 hedge funds and large institutions have $2.22B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

5% more funds holding

Funds holding: 286299 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$33.8M)

1.48% less ownership

Funds ownership: 73.27%71.8% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
6.47%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.76%
New
41
Increased
118
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$1.28M +$14.9K +312 +1%
SCM
127
SCS Capital Management
Massachusetts
$1.24M -$3.17M -66,384 -72%
AL
128
Aspiriant LLC
California
$1.24M -$273K -5,727 -18%
SIA
129
SeaBridge Investment Advisors
New Jersey
$1.24M
HFM
130
Hartford Financial Management
Connecticut
$1.23M +$590K +12,345 +94%
GMA
131
Goldstein Munger & Associates
California
$1.21M
RIA
132
Realta Investment Advisors
Delaware
$1.2M +$1.18M +24,705 New
LA
133
LexAurum Advisors
Kansas
$1.18M -$31.9K -668 -3%
SCM
134
SOL Capital Management
Maryland
$1.16M
AWM
135
Avitas Wealth Management
California
$1.1M -$48 -1 -0%
SWP
136
Stratos Wealth Partners
Ohio
$1.09M +$29.6K +620 +3%
CAN
137
Cetera Advisor Networks
California
$1.06M +$329K +6,900 +46%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$1.03M
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$998K -$10.8M -226,728 -92%
SC
140
Scotia Capital
Ontario, Canada
$972K +$961K +20,134 New
UCFA
141
United Capital Financial Advisors
Texas
$936K -$25.8K -541 -3%
HFA
142
Huber Financial Advisors
Illinois
$904K +$86.8K +1,818 +11%
SWA
143
Stratos Wealth Advisors
Ohio
$903K +$37.1K +776 +4%
CWS
144
Cypress Wealth Services
California
$898K -$339K -7,109 -28%
AEPG
145
American Economic Planning Group
New Jersey
$886K +$87.8K +1,839 +11%
AC
146
Addison Capital
Pennsylvania
$871K +$22.4K +469 +3%
OIA
147
OneDigital Investment Advisors
Kansas
$865K -$9.6K -201 -1%
BPWA
148
Beacon Pointe Wealth Advisors
California
$844K -$26.4K -553 -3%
NCM
149
Next Capital Management
New York
$841K -$34.4K -720 -4%
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$833K +$822K +17,219 New

TOTL Hedge Fund Activity: Q1 2019 in Review

299 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2019, worth a combined $2.22B — up 1.5% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TOTL positions and 21 closed out — a net gain of 20 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $83.9M. The largest seller was Stadion Money Management, exiting entirely with an estimated $161M sold.

  • 299 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2019, up from 286 in Q4 2018.
  • Funds reported $2.22B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 41 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2019 was Janney Capital Management, an estimated $83.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2019 was Stadion Money Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2019.