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State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
126
Hartford Financial Management
Connecticut
$1.36M +$83.7K +1,702 +7%
RCG
127
Ruggie Capital Group
Florida
$1.33M +$1.32M +26,936 New
JHCP
128
Jackson Hole Capital Partners
Oklahoma
$1.31M
SIA
129
SeaBridge Investment Advisors
New Jersey
$1.26M -$15.2K -310 -1%
GMA
130
Goldstein Munger & Associates
California
$1.23M
RIA
131
Realta Investment Advisors
Delaware
$1.23M -$169K -3,437 -12%
CAN
132
Cetera Advisor Networks
California
$1.22M +$121K +2,463 +11%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$1.21M -$76.2K -1,551 -6%
HW
134
Hamilton Wealth
California
$1.2M -$73.1K -1,488 -6%
BPWA
135
Beacon Pointe Wealth Advisors
California
$1.2M +$466K +9,473 +64%
CFA
136
Carroll Financial Associates
North Carolina
$1.17M +$1.17M +23,807 New
FAIM
137
Financial Advocates Investment Management
Washington
$1.12M +$49.9K +1,015 +5%
AWM
138
Avitas Wealth Management
California
$1.12M +$1.77K +36 +0.2%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$1.11M +$1.11M +22,510 New
LA
140
LexAurum Advisors
Kansas
$1.07M +$20.8K +424 +2%
AP
141
Advisors Preferred
Maryland
$1.04M -$130K -2,643 -11%
AW
142
ACG Wealth
Georgia
$1.04M +$303K +6,157 +41%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$1.02M
AI
144
Atria Investments
North Carolina
$1M +$15K +305 +2%
SC
145
Scotia Capital
Ontario, Canada
$990K -$3.15K -64 -0.3%
AEPG
146
American Economic Planning Group
New Jersey
$941K +$5.6K +114 +0.6%
AF
147
Allworth Financial
California
$936K -$335K -6,807 -26%
VFPI
148
Vantage Financial Partners (Illinois)
Illinois
$916K +$290K +5,900 +46%
AC
149
Addison Capital
Pennsylvania
$900K -$18.7K -380 -2%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$878K

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.