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State Street DoubleLine Total Return Tactical ETF

201 hedge funds and large institutions have $2.09B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 54

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

5% more funds holding

Funds holding: 192201 (+9)

3% more capital invested

Capital invested by funds: $2.03B → $2.09B (+$53.4M)

1.31% less ownership

Funds ownership: 67.13%65.82% (-1.3%)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
39
Increased
95
Reduced
54
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MCF Advisors
Kentucky
$141K +$140K +2,883 New
OC
177
Oakworth Capital
Alabama
$133K +$133K +2,724 New
PB
178
Pinnacle Bancorp
Nebraska
$122K +$122K +2,499 New
LWM
179
LBA Wealth Management
Florida
$119K
PA
180
Perennial Advisors
New York
$107K +$18.5K +380 +21%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$99K +$94K +1,930 +1,930%
TIM
182
Tortoise Investment Management
New York
$88K +$7.79K +160 +10%
ASN
183
Advisory Services Network
Georgia
$72K +$71.8K +1,474 New
SIC
184
Salem Investment Counselors
North Carolina
$53K
RFA
185
Reilly Financial Advisors
California
$49K
QFA
186
Quattro Financial Advisors
Texas
$47.1K +$46.9K +963 New
SF
187
Synovus Financial
Georgia
$46K +$46.1K +947 New
AP
188
Atwood & Palmer
Missouri
$45K
AIM
189
Advantage Investment Management
Iowa
$28K +$4.87K +100 +21%
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K +$26.4K +543 New
SEI Investments
191
SEI Investments
Pennsylvania
$25K -$29.5K -606 -54%
IWM
192
IHT Wealth Management
Illinois
$24K
JCM
193
Jacobi Capital Management
Pennsylvania
$24K +$24.3K +500 New
RFWA
194
RPg Family Wealth Advisory
Massachusetts
$21.6K +$21.6K +443 New
WTB
195
Washington Trust Bank
Washington
$20K +$19.5K +400 New
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$23.7K -487 -56%
Creative Planning
197
Creative Planning
Kansas
$17K -$121K -2,480 -88%
FWM
198
Focused Wealth Management
New York
$17K +$146 +3 +0.9%
GRP
199
Global Retirement Partners
California
$17K +$16.6K +340 New
WA
200
WFG Advisors
Texas
$10K +$9.74K +200 New

TOTL Hedge Fund Activity: Q1 2017 in Review

201 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2017, worth a combined $2.09B — up 2.6% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TOTL positions and 26 closed out — a net gain of 13 holders — while 95 added to existing stakes and 54 trimmed.

The largest buyer was LPL Financial, adding an estimated $46.2M. The largest seller was Janney Capital Management, exiting entirely with an estimated $41.1M sold.

  • 201 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2017, up from 192 in Q4 2016.
  • Funds reported $2.09B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2017, up 2.6% quarter-over-quarter.
  • 39 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2017 and 26 closed out, a net change of +13 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2017 was LPL Financial, an estimated $46.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2017 was Janney Capital Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2017.