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State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Stratos Wealth Advisors
Ohio
$869K -$3.05K -62 -0.3%
OIA
152
OneDigital Investment Advisors
Kansas
$865K -$121K -2,468 -12%
HIS
153
Harvest Investment Services
Illinois
$858K +$62.3K +1,268 +8%
AFM
154
Abbot Financial Management
Massachusetts
$848K +$403K +8,203 +91%
SFP
155
Shepherd Financial Partners
Massachusetts
$823K -$4.23K -86 -0.5%
VNA
156
Valley National Advisers
Pennsylvania
$815K +$635K +12,912 +354%
CFG
157
Cooper Financial Group
California
$811K +$165K +3,356 +26%
FIM
158
Fernwood Investment Management
Massachusetts
$804K -$17.9K -365 -2%
SAM
159
Summit Asset Management
Tennessee
$797K
SFWC
160
Strategic Family Wealth Counselors
New Jersey
$787K -$10.9K -222 -1%
CWS
161
Cypress Wealth Services
California
$781K -$105K -2,139 -12%
FIM
162
Freedom Investment Management
Connecticut
$765K -$17.1K -347 -2%
William Blair & Company
163
William Blair & Company
Illinois
$762K +$21.1K +430 +3%
DWM
164
Dakota Wealth Management
Florida
$754K +$49 +1 +0%
HFP
165
Holistic Financial Partners
Indiana
$749K -$2.27M -46,209 -75%
SG
166
StoneX Group
New York
$713K +$133K +2,715 +23%
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$682K -$18.4K -375 -3%
IWM
168
IHT Wealth Management
Illinois
$677K +$676K +13,750 New
VCA
169
Verdence Capital Advisors
Maryland
$676K +$5.36K +109 +0.8%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$668K +$417K +8,490 +167%
FFA
171
First Foundation Advisors
California
$656K +$44.2K +900 +7%
HPC
172
Hobart Private Capital
North Carolina
$645K +$417K +8,482 +184%
IA
173
IFP Advisors
Florida
$634K +$629K +12,803 New
UCFA
174
United Capital Financial Advisors
Texas
$632K -$22K -448 -3%
AFG
175
Albion Financial Group
Utah
$624K +$56.9K +1,158 +10%

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.