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State Street DoubleLine Total Return Tactical ETF

214 hedge funds and large institutions have $2.43B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 48

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.23B → $2.43B (+$198M)

5% more funds holding

Funds holding: 204214 (+10)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.96% more ownership

Funds ownership: 66.6%67.55% (+0.96%)

Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.82%
New
32
Increased
112
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$409K -$3.55K -72 -0.9%
FA
152
FDx Advisors
Illinois
$404K -$91.1K -1,847 -18%
NPC
153
National Planning Corporation
California
$388K -$1.99M -40,292 -84%
OC
154
Oppenheimer & Co
New York
$386K -$27.9K -565 -7%
APP
155
Avantax Planning Partners
Iowa
$386K +$386K +7,825 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$376K
AW
157
ACG Wealth
Georgia
$374K -$99K -2,007 -21%
BWP
158
Baldwin Wealth Partners
Massachusetts
$353K
DC
159
Davenport & Co
Virginia
$353K +$353K +7,159 New
HB
160
Homrich & Berg
Georgia
$344K +$1.92K +39 +0.6%
GWM
161
Geneos Wealth Management
Colorado
$342K -$183K -3,701 -35%
IFWM
162
Institute for Wealth Management
Colorado
$323K -$111K -2,242 -25%
NWP
163
Northstar Wealth Partners
Connecticut
$313K +$19K +385 +6%
ATC
164
Argent Trust Co
Tennessee
$311K +$311K +6,306 New
TFCP
165
Twin Focus Capital Partners
Massachusetts
$285K -$5.62K -114 -2%
LNWWM
166
Laird Norton Wetherby Wealth Management
California
$274K
MC
167
Moors & Cabot
Massachusetts
$271K +$148 +3 +0.1%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$269K -$42.9K -869 -14%
ICOA
169
Investment Centers of America
North Dakota
$252K -$28.6K -579 -10%
NIM
170
Northeast Investment Management
Massachusetts
$251K
AWM
171
AE Wealth Management
Kansas
$249K -$239K -4,841 -49%
SB
172
Suntrust Banks
Georgia
$247K
SBIA
173
Sheaff Brock Investment Advisors
Indiana
$246K
CIBC World Market
174
CIBC World Market
Ontario, Canada
$246K +$36.5K +741 +17%
OFG
175
Oxford Financial Group
Indiana
$242K

TOTL Hedge Fund Activity: Q3 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2017, worth a combined $2.43B — up 8.9% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TOTL positions and 21 closed out — a net gain of 11 holders — while 112 added to existing stakes and 48 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $41.2M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $17.5M sold.

  • 214 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2017, up from 204 in Q2 2017.
  • Funds reported $2.43B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2017 and 21 closed out, a net change of +11 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2017 was Brinker Capital Investments, an estimated $41.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2017 was 3EDGE Asset Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.