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State Street DoubleLine Total Return Tactical ETF

214 hedge funds and large institutions have $2.43B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 48

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.23B → $2.43B (+$198M)

5% more funds holding

Funds holding: 204214 (+10)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.96% more ownership

Funds ownership: 66.6%67.55% (+0.96%)

Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.82%
New
32
Increased
112
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
176
Bryn Mawr Capital Management
Pennsylvania
$236K +$237K +4,798 New
WIM
177
Westside Investment Management
California
$231K +$34.5K +700 +18%
CAM
178
Concorde Asset Management
Michigan
$230K +$230K +4,657 New
GCM
179
Gibraltar Capital Management
Oklahoma
$219K +$219K +4,442 New
AA
180
Ancora Advisors
Ohio
$217K
JIP
181
Jaffetilchin Investment Partners
Florida
$217K +$217K +4,406 New
FFA
182
Fragasso Financial Advisors
Pennsylvania
$213K +$214K +4,329 New
BW
183
Bison Wealth
Georgia
$202K +$202K +4,105 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$186K +$9.96K +202 +6%
OIA
185
OneDigital Investment Advisors
Kansas
$183K +$52.2K +1,058 +40%
SFSIG
186
San Francisco Sentry Investment Group
California
$181K
OAJ
187
Ogorek Anthony Joseph
New York
$171K -$39K -790 -19%
FA
188
Financial Advantage
Maryland
$131K +$131K +2,661 New
ASN
189
Advisory Services Network
Georgia
$119K +$45.4K +921 +61%
PA
190
Perennial Advisors
New York
$116K +$3.7K +75 +3%
JCM
191
Jacobi Capital Management
Pennsylvania
$114K +$23.7K +480 +26%
WEC
192
Winslow Evans & Crocker
Massachusetts
$67.3K -$241K -4,894 -78%
GRP
193
Global Retirement Partners
California
$60K +$32.4K +656 +118%
BWA
194
BDO Wealth Advisors
Florida
$58K
TIM
195
Tortoise Investment Management
New York
$52K -$26.7K -542 -34%
AIM
196
Advantage Investment Management
Iowa
$51K +$7.74K +157 +18%
RFA
197
Reilly Financial Advisors
California
$49K
VFA
198
Valeo Financial Advisors
Indiana
$48K +$47.8K +970 New
AP
199
Atwood & Palmer
Missouri
$45K
RFWA
200
RPg Family Wealth Advisory
Massachusetts
$41.9K -$38K -771 -48%

TOTL Hedge Fund Activity: Q3 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2017, worth a combined $2.43B — up 8.9% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TOTL positions and 21 closed out — a net gain of 11 holders — while 112 added to existing stakes and 48 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $41.2M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $17.5M sold.

  • 214 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2017, up from 204 in Q2 2017.
  • Funds reported $2.43B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2017 and 21 closed out, a net change of +11 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2017 was Brinker Capital Investments, an estimated $41.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2017 was 3EDGE Asset Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.