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SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

320 hedge funds and large institutions have $2.14B invested in SPDR DoubleLine Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 148 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.07%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.02%
New
32
Increased
100
Reduced
148
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWMG
Prestige Wealth Management Group
New Jersey
$30.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.2M
3
VNA
Valley National Advisers
Pennsylvania
$10.2M
4
VCP
Verus Capital Partners
Arizona
$7.55M
5
HFM
Hartford Financial Management
Connecticut
$8.68M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.53M
2
Morgan Stanley
Morgan Stanley
New York
$188M
3
PI
PFS Investments
Georgia
$0
4
SI
SimpliFi Inc
California
$4.41M
5
HI
Horizon Investments
North Carolina
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
126
M Holdings Securities
Oregon
$1.89M +$1.89M +39,444 New
HFA
127
Huber Financial Advisors
Illinois
$1.88M -$110K -2,301 -6%
GWM
128
Geneos Wealth Management
Colorado
$1.8M +$138K +2,869 +8%
LWS
129
Lucia Wealth Services
California
$1.75M +$1.29M +26,990 +284%
AC
130
Addison Capital
Pennsylvania
$1.75M +$848K +17,685 +94%
GRP
131
Global Retirement Partners
California
$1.74M +$28K +584 +2%
PFM
132
Peak Financial Management
Massachusetts
$1.74M -$1.08M -22,457 -38%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$1.72M +$538K +11,250 +46%
AFM
134
Abbot Financial Management
Massachusetts
$1.71M +$28.7K +598 +2%
CPIG
135
Chicago Partners Investment Group
Illinois
$1.6M -$3.02K -62 -0.2%
AW
136
ACG Wealth
Georgia
$1.58M +$528K +11,004 +50%
PA
137
Perennial Advisors
New York
$1.52M +$685K +14,281 +82%
CWA
138
Capital Wealth Alliance
Arizona
$1.51M -$33.2K -693 -2%
MW
139
Marcum Wealth
Ohio
$1.51M -$202K -4,203 -12%
GMA
140
Goldstein Munger & Associates
California
$1.48M +$3.26K +68 +0.2%
LA
141
LexAurum Advisors
Kansas
$1.46M +$63.1K +1,315 +5%
NPP
142
New Potomac Partners
Maryland
$1.42M -$14.4K -300 -1%
BRWM
143
B. Riley Wealth Management
Tennessee
$1.38M -$20.2K -421 -1%
CA
144
Cetera Advisors
Colorado
$1.35M -$104K -2,171 -7%
CCA
145
Cobblestone Capital Advisors
New York
$1.35M +$5.51K +115 +0.4%
CIBC World Market
146
CIBC World Market
Ontario, Canada
$1.34M -$159K -3,309 -11%
VAS
147
Vestmark Advisory Solutions
Massachusetts
$1.33M -$30.5K -635 -2%
CCM
148
Covington Capital Management
California
$1.33M +$1.33M +27,714 New
CW
149
CreativeOne Wealth
Kansas
$1.31M -$501K -10,451 -28%
JHCP
150
Jackson Hole Capital Partners
Oklahoma
$1.28M – – –
4 5
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