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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

192 hedge funds and large institutions have $2.03B invested in SPDR DoubleLine Total Return Tactical ETF in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
4.81%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.8%
New
44
Increased
80
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
$72.8M
2
HI
Horizon Investments
North Carolina
$39.6M
3
Morgan Stanley
Morgan Stanley
New York
$306M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.34M
5
Bank of America
Bank of America
North Carolina
$204M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$190M
2
CCM
CWH Capital Management
Washington
$0
3
QCM
Quadrant Capital Management
New Jersey
$0
4
TCM
TD Capital Management
Tennessee
$23.1M
5
RJA
Raymond James & Associates
Florida
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$81K +$81K +1,673 New
TIM
177
Tortoise Investment Management
New York
$79K – – –
RCA
178
Rowland Carmichael Advisors
Arizona
$75K +$75K +1,554 New
SEI Investments
179
SEI Investments
Pennsylvania
$54K -$49.5K -1,021 -48%
SIC
180
Salem Investment Counselors
North Carolina
$52K +$52K +1,080 New
BCM
181
Blume Capital Management
California
$50K +$50K +1,031 New
RFA
182
Reilly Financial Advisors
California
$48K – – –
AP
183
Atwood & Palmer
Missouri
$45K – – –
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$42K +869 New
PA
185
Parallel Advisors
California
$27K +$27K +567 New
IWM
186
IHT Wealth Management
Illinois
$24K +$24K +491 New
AIM
187
Advantage Investment Management
Iowa
$23K +$22.7K +474 +7,900%
FWM
188
Focused Wealth Management
New York
$17K +$2.52K +51 +17%
AWM
189
Arbor Wealth Management
Florida
$7.11K -$68 -1,399 -1%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$5K – – –
GI
191
Gradient Investments
Minnesota
$5K +$5K +110 New
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$4K -$34.2K -727 -90%
CCM
193
CWH Capital Management
Washington
– -$19.2M -382,971 Closed
QCM
194
Quadrant Capital Management
New Jersey
– -$11.8M -234,133 Closed
Goldman Sachs
195
Goldman Sachs
New York
– -$1.5M -29,778 Closed
HIM
196
Hutchens Investment Management
New Hampshire
– -$739K -14,725 Closed
William Blair & Company
197
William Blair & Company
Illinois
– -$276K -5,504 Closed
ACM
198
Argentus Capital Management
Texas
– -$262K -5,227 Closed
Mariner
199
Mariner
Kansas
– -$235K -4,668 Closed
CAM
200
Cidel Asset Management
Ontario, Canada
– -$217K -4,315 Closed
5 6 7
8
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