TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

257 hedge funds and large institutions have $2.32B invested in SPDR DoubleLine Total Return Tactical ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.9%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.83%
New
22
Increased
121
Reduced
82
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$108M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$28.3M
3
MMA
3
Miracle Mile Advisors
California
$49.1M
4
CF
4
Corrigan Financial
Rhode Island
$8.22M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$96.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$287M
3
Bank of America
3
Bank of America
North Carolina
$183M
4
SEIA
4
Signature Estate & Investment Advisors
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Continuum Advisory
Idaho
$660K -$1.58K -33 -0.2%
LA
152
LVW Advisors
New York
$655K +$6.63K +138 +1%
HFM
153
Hartford Financial Management
Connecticut
$642K -$33.8K -705 -5%
CAN
154
Cetera Advisor Networks
California
$629K -$515K -10,767 -45%
HFA
155
Huber Financial Advisors
Illinois
$575K +$135K +2,803 +31%
FHA
156
Flagship Harbor Advisors
Massachusetts
$556K – – –
FAIM
157
Financial Advocates Investment Management
Washington
$548K -$707K -14,751 -56%
WS
158
Wedbush Securities
California
$542K -$245K -5,100 -31%
SAM
159
Summit Asset Management
Tennessee
$542K – – –
HCA
160
Harbour Capital Advisors
Virginia
$539K +$38.4K +800 +8%
C
161
Clearshares
New York
$527K -$2.82M -58,807 -84%
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
$525K -$108K -2,247 -17%
FF
163
Fluent Financial
Texas
$500K – – –
GIP
164
Greatmark Investment Partners
Georgia
$495K +$9.59K +200 +2%
OIA
165
OneDigital Investment Advisors
Kansas
$486K +$166K +3,467 +52%
GIA
166
Granite Investment Advisors
New Hampshire
$476K – – –
KeyBank National Association
167
KeyBank National Association
Ohio
$468K +$24K +500 +5%
KWA
168
KCS Wealth Advisory
California
$468K +$468K +9,750 New
CP
169
Castleview Partners
Texas
$432K +$432K +8,999 New
GWM
170
Geneos Wealth Management
Colorado
$421K +$33.5K +698 +9%
Mariner
171
Mariner
Kansas
$403K +$28K +585 +7%
VCA
172
Verdence Capital Advisors
Maryland
$379K -$146K -3,037 -28%
OC
173
Oppenheimer & Co
New York
$372K -$70.6K -1,472 -16%
AW
174
ACG Wealth
Georgia
$364K +$1.82K +38 +0.5%
KCPG
175
Kavar Capital Partners Group
Kansas
$360K +$360K +7,500 New
5 6
7
8 9