We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

299 hedge funds and large institutions have $2.22B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

5% more funds holding

Funds holding: 286299 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$33.8M)

1.48% less ownership

Funds ownership: 73.27%71.8% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
6.47%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.76%
New
41
Increased
118
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
151
Advisors Preferred
Maryland
$831K -$182K -3,806 -18%
CFS
152
Ceros Financial Services
Maryland
$831K +$821K +17,187 New
AF
153
Allworth Financial
California
$814K
SFP
154
Shepherd Financial Partners
Massachusetts
$809K +$17.2K +361 +2%
FIM
155
Freedom Investment Management
Connecticut
$807K -$421K -8,813 -35%
FIM
156
Fernwood Investment Management
Massachusetts
$807K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$792K
SAM
158
Summit Asset Management
Tennessee
$783K
SFWC
159
Strategic Family Wealth Counselors
New Jersey
$781K -$414K -8,677 -35%
DWM
160
Dakota Wealth Management
Florida
$752K -$61.2K -1,281 -8%
HIS
161
Harvest Investment Services
Illinois
$752K -$5.21K -109 -0.7%
IA
162
IFP Advisors
Florida
$673K -$681K -14,259 -51%
HB
163
Homrich & Berg
Georgia
$641K +$236K +4,937 +59%
IFWM
164
Institute for Wealth Management
Colorado
$632K -$146K -3,057 -19%
William Blair & Company
165
William Blair & Company
Illinois
$623K +$367K +7,679 +147%
AFG
166
Albion Financial Group
Utah
$613K -$31.7K -664 -5%
CFG
167
Cooper Financial Group
California
$607K +$79.6K +1,667 +15%
GIP
168
Greatmark Investment Partners
Georgia
$605K +$7.21K +151 +1%
AWM
169
AE Wealth Management
Kansas
$604K -$600K -12,569 -50%
FFA
170
First Foundation Advisors
California
$601K -$558K -11,689 -48%
LCH
171
Lee Capital Holdings
New York
$595K +$587K +12,296 New
MA
172
Mutual Advisors
Nebraska
$582K +$340K +7,122 +145%
SS
173
Simplicity Solutions
Minnesota
$564K -$640K -13,392 -53%
VF
174
Virtu Financial
New York
$535K -$202K -4,230 -28%
AW
175
ACG Wealth
Georgia
$531K +$263K +5,502 +101%

TOTL Hedge Fund Activity: Q1 2019 in Review

299 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2019, worth a combined $2.22B — up 1.5% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TOTL positions and 21 closed out — a net gain of 20 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $83.9M. The largest seller was Stadion Money Management, exiting entirely with an estimated $161M sold.

  • 299 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2019, up from 286 in Q4 2018.
  • Funds reported $2.22B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 41 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2019 was Janney Capital Management, an estimated $83.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2019 was Stadion Money Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2019.