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State Street DoubleLine Total Return Tactical ETF

201 hedge funds and large institutions have $2.09B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 54

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

5% more funds holding

Funds holding: 192201 (+9)

3% more capital invested

Capital invested by funds: $2.03B → $2.09B (+$53.4M)

1.31% less ownership

Funds ownership: 67.13%65.82% (-1.3%)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
39
Increased
95
Reduced
54
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
151
Arkansas Financial Group
Arkansas
$297K +$35.5K +729 +14%
SWM
152
Stockman Wealth Management
Montana
$293K -$52.6K -1,080 -15%
ICOA
153
Investment Centers of America
North Dakota
$292K -$141K -2,902 -33%
CI
154
Cavalier Investments
Georgia
$287K +$286K +5,880 New
TFCP
155
Twin Focus Capital Partners
Massachusetts
$281K +$280K +5,744 New
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$273K -$110K -2,250 -29%
LNWWM
157
Laird Norton Wetherby Wealth Management
California
$272K +$271K +5,569 New
NWP
158
Northstar Wealth Partners
Connecticut
$270K +$269K +5,524 New
UAS
159
United Asset Strategies
New York
$265K -$2.92K -60 -1%
CG
160
Caprock Group
Idaho
$262K
Baird Financial Group
161
Baird Financial Group
Wisconsin
$259K -$24.3K -500 -9%
MC
162
Moors & Cabot
Massachusetts
$256K +$146 +3 +0.1%
NIM
163
Northeast Investment Management
Massachusetts
$249K
CPA
164
Capital Planning Advisors
California
$248K +$9.25K +190 +4%
SBIA
165
Sheaff Brock Investment Advisors
Indiana
$244K
OFG
166
Oxford Financial Group
Indiana
$240K
CIBC World Market
167
CIBC World Market
Ontario, Canada
$231K -$9.69K -199 -4%
CL
168
Choreo LLC
Illinois
$222K +$221K +4,545 New
HWA
169
HCR Wealth Advisors
California
$218K -$32.9K -675 -13%
AA
170
Ancora Advisors
Ohio
$216K
LJAC
171
L.J. Altfest & Co
New York
$214K -$180K -3,693 -46%
OAJ
172
Ogorek Anthony Joseph
New York
$208K +$126K +2,585 +154%
William Blair & Company
173
William Blair & Company
Illinois
$202K +$201K +4,130 New
WIM
174
Westside Investment Management
California
$186K +$185K +3,800 New
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$176K +$9.98K +205 +6%

TOTL Hedge Fund Activity: Q1 2017 in Review

201 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2017, worth a combined $2.09B — up 2.6% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TOTL positions and 26 closed out — a net gain of 13 holders — while 95 added to existing stakes and 54 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.2M. The largest seller was Janney Capital Management, exiting entirely with an estimated $41.1M sold.

  • 201 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2017, up from 192 in Q4 2016.
  • Funds reported $2.09B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2017, up 2.6% quarter-over-quarter.
  • 39 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2017 and 26 closed out, a net change of +13 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2017 was LPL Financial, an estimated $46.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2017 was Janney Capital Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2017.