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SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

214 hedge funds and large institutions have $2.43B invested in SPDR 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
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
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$99.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$343M
4
HI
4
Horizon Investments
North Carolina
$79.1M
5
VF
5
Virtu Financial
New York
$16.7M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$20.7M
3
BC
3
Brinker Capital
Pennsylvania
$30.8M
4
LPL Financial
4
LPL Financial
California
$87.8M
5
SCA
5
Stuart Chaussee & Associates
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
176
Bryn Mawr Capital Management
Pennsylvania
$236K +$236K +4,798 New
WIM
177
Westside Investment Management
California
$231K +$34.4K +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 +$213K +4,329 New
BW
183
Bison Wealth
Georgia
$202K +$202K +4,105 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$186K +$9.91K +202 +6%
OIA
185
OneDigital Investment Advisors
Kansas
$183K +$52.1K +1,058 +40%
SFSIG
186
San Francisco Sentry Investment Group
California
$181K – – –
OAJ
187
Ogorek Anthony Joseph
New York
$171K -$38.9K -790 -19%
FA
188
Financial Advantage
Maryland
$131K +$131K +2,661 New
ASN
189
Advisory Services Network
Georgia
$119K +$45.3K +921 +61%
PA
190
Perennial Advisors
New York
$116K +$3.71K +75 +3%
JCM
191
Jacobi Capital Management
Pennsylvania
$114K +$23.5K +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 -$26.5K -542 -34%
AIM
196
Advantage Investment Management
Iowa
$51K +$7.67K +157 +18%
RFA
197
Reilly Financial Advisors
California
$49K – – –
VFA
198
Valeo Financial Advisors
Indiana
$48K +$48K +970 New
AP
199
Atwood & Palmer
Missouri
$45K – – –
RFWA
200
RPg Family Wealth Advisory
Massachusetts
$41.9K -$38K -771 -48%
6 7
8
9 10