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State Street DoubleLine Total Return Tactical ETF

299 hedge funds and large institutions have $2.22B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

5% more funds holding

Funds holding: 286299 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$33.8M)

1.48% less ownership

Funds ownership: 73.27%71.8% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
6.47%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.76%
New
41
Increased
118
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
176
StoneX Group
New York
$520K +$149K +3,120 +41%
GRP
177
Global Retirement Partners
California
$516K +$222K +4,654 +77%
HCA
178
Harbour Capital Advisors
Virginia
$512K
FHA
179
Flagship Harbor Advisors
Massachusetts
$508K +$5.63K +118 +1%
Principal Financial Group
180
Principal Financial Group
Iowa
$502K +$45.7K +958 +10%
KeyBank National Association
181
KeyBank National Association
Ohio
$482K
PWS
182
Paragon Wealth Strategies
Florida
$472K -$7.47M -156,334 -94%
WS
183
Wedbush Securities
California
$466K
CA
184
Continuum Advisory
Idaho
$436K -$114K -2,383 -21%
PP
185
PagnatoKarp Partners
Virginia
$431K +$3.53K +74 +0.8%
FF
186
Fluent Financial
Texas
$426K
CWM
187
Cornerstone Wealth Management
Missouri
$422K +$30.5K +638 +12%
SPL
188
Smart Portfolios LLC
Washington
$421K +$416K +8,716 New
CCA
189
Cobblestone Capital Advisors
New York
$408K +$13.7K +287 +4%
VCA
190
Verdence Capital Advisors
Maryland
$407K +$139K +2,911 +53%
PA
191
Parallel Advisors
California
$405K +$400K +8,383 New
IA
192
IFG Advisory
Georgia
$404K +$154K +3,221 +63%
JCM
193
Jacobi Capital Management
Pennsylvania
$390K +$78.9K +1,652 +26%
OAJ
194
Ogorek Anthony Joseph
New York
$389K +$120K +2,523 +46%
KCPG
195
Kavar Capital Partners Group
Kansas
$387K +$382K +8,000 New
TCM
196
TD Capital Management
Tennessee
$385K -$61.3K -1,284 -14%
Comerica Bank
197
Comerica Bank
Texas
$381K +$7.74K +162 +2%
Mariner
198
Mariner
Kansas
$378K
IWC
199
Integrated Wealth Concepts
Massachusetts
$374K +$370K +7,744 New
BMCM
200
Bryn Mawr Capital Management
Pennsylvania
$370K

TOTL Hedge Fund Activity: Q1 2019 in Review

299 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2019, worth a combined $2.22B — up 1.5% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TOTL positions and 21 closed out — a net gain of 20 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $83.9M. The largest seller was Stadion Money Management, exiting entirely with an estimated $161M sold.

  • 299 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2019, up from 286 in Q4 2018.
  • Funds reported $2.22B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 41 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2019 was Janney Capital Management, an estimated $83.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2019 was Stadion Money Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2019.