State Street DoubleLine Total Return Tactical ETF
TOTL
143 hedge funds and large institutions have $1.55B invested in State Street DoubleLine Total Return Tactical ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 18 closing their positions.
193% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 28
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
27% more capital invested
Capital invested by funds: $1.23B → $1.55B (+$326M)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
3% more funds holding
Funds holding: 139 → 143 (+4)
1.23% less ownership
Funds ownership: 70.5% → 69.27% (-1.2%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$70.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$55.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$51.8M |
| 4 |
MFS
McNamara Financial Services
Marshfield,
Massachusetts
|
+$31.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$29.3M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
151
Credit Suisse
Zurich,
Switzerland
| – | -$743K | -15,287 | Closed |
|
|
CCT
152
Country Club Trust
Kansas City,
Missouri
| – | -$689K | -14,175 | Closed |
|
|
AA
153
ALPS Advisors
Denver,
Colorado
| – | -$535K | -11,008 | Closed |
|
|
SWM
154
SVA Wealth Management
Madison,
Wisconsin
| – | -$486K | -9,995 | Closed |
|
155
Jane Street
New York
| – | -$449K | -9,247 | Closed |
|
156
Stifel Financial
St. Louis,
Missouri
| – | -$354K | -7,278 | Closed |
|
|
TSS
157
Two Sigma Securities
New York
| – | -$248K | -5,104 | Closed |
|
|
CPA
158
Capital Planning Advisors
Roseville,
California
| – | -$212K | -4,357 | Closed |
|
|
BC
159
Bartlett & Co
Cincinnati,
Ohio
| – | -$21K | -430 | Closed |
|
|
FPFS
160
First Personal Financial Services
Charlotte,
North Carolina
| – | -$16K | -337 | Closed |
|
|
GI
161
Gradient Investments
Arden Hills,
Minnesota
| – | -$15K | -302 | Closed |
|
TOTL Hedge Fund Activity: Q1 2016 in Review
143 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2016, worth a combined $1.55B — up 27% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new TOTL positions and 18 closed out — a net gain of 5 holders — while 82 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $70.2M. The largest seller was Janney Capital Management, exiting entirely with an estimated $42.4M sold.
- 143 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2016, up from 139 in Q4 2015.
- Funds reported $1.55B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2016, up 27% quarter-over-quarter.
- 23 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2016 and 18 closed out, a net change of +5 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2016 was Morgan Stanley, an estimated $70.2M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2016 was Janney Capital Management, an estimated $42.4M sold.
Based on aggregated 13F filings for Q1 2016.