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State Street DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.16B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 251257 (+6)

2.36% more ownership

Funds ownership: 68.67%71.04% (+2.4%)

0% less capital invested

Capital invested by funds: $2.17B → $2.16B (-$8.11M)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.88%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
31
Increased
91
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
Simplicity Solutions
Minnesota
$375K +$142K +2,989 +61%
SG
177
StoneX Group
New York
$366K +$33.9K +714 +10%
HB
178
Homrich & Berg
Georgia
$359K +$23.1K +488 +7%
CIAS
179
Capital Investment Advisory Services
North Carolina
$350K -$15.4M -323,920 -98%
VCM
180
Virtue Capital Management
Tennessee
$344K +$346K +7,290 New
EFS
181
Essex Financial Services
Connecticut
$334K +$335K +7,068 New
AW
182
ACG Wealth
Georgia
$331K -$25.3K -533 -7%
OC
183
Oppenheimer & Co
New York
$328K +$12.3K +259 +4%
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$327K +$328K +6,920 New
FSA
185
Financial Sense Advisors
California
$319K -$4.93K -104 -2%
OAJ
186
Ogorek Anthony Joseph
New York
$315K
EWF
187
Epstein & White Financial
California
$311K -$620K -13,070 -67%
1IA
188
1834 Investment Advisors
Wisconsin
$308K +$3.04K +64 +1%
BMCM
189
Bryn Mawr Capital Management
Pennsylvania
$299K -$5.97K -126 -2%
TFCP
190
Twin Focus Capital Partners
Massachusetts
$297K +$332 +7 +0.1%
JCM
191
Jacobi Capital Management
Pennsylvania
$291K +$6.35K +134 +2%
IWM
192
IHT Wealth Management
Illinois
$286K +$13.2K +279 +5%
Ameriprise
193
Ameriprise
Minnesota
$276K +$277K +5,840 New
GKWIM
194
Gerber Kawasaki Wealth & Investment Management
California
$273K +$276K +5,822 New
DAM
195
Deltec Asset Management
New York
$265K
LNWWM
196
Laird Norton Wetherby Wealth Management
California
$263K
SPC
197
Sigma Planning Corp
Michigan
$248K -$73.4K -1,548 -23%
BWP
198
Baldwin Wealth Partners
Massachusetts
$247K -$47.4K -1,000 -16%
William Blair & Company
199
William Blair & Company
Illinois
$239K -$522K -11,000 -69%
LCH
200
Lee Capital Holdings
New York
$237K -$74.7K -1,576 -24%

TOTL Hedge Fund Activity: Q3 2018 in Review

257 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2018, worth a combined $2.16B — down 0.37% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TOTL positions and 25 closed out — a net gain of 6 holders — while 91 added to existing stakes and 95 trimmed.

The largest buyer was Horizon Investments, adding an estimated $46.2M. The largest seller was Bank of America, cutting an estimated $28M.

  • 257 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2018, up from 251 in Q2 2018.
  • Funds reported $2.16B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2018, down 0.37% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2018 and 25 closed out, a net change of +6 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2018 was Horizon Investments, an estimated $46.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2018 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2018.