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State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HB
176
Homrich & Berg
Georgia
$618K -$48K -976 -7%
IWC
177
Integrated Wealth Concepts
Massachusetts
$607K +$131K +2,672 +28%
JCM
178
Jacobi Capital Management
Pennsylvania
$595K +$72.1K +1,468 +14%
KWA
179
KCS Wealth Advisory
California
$584K +$934 +19 +0.2%
LCH
180
Lee Capital Holdings
New York
$527K +$84.6K +1,721 +19%
CCA
181
Cobblestone Capital Advisors
New York
$515K +$19.7K +400 +4%
KeyBank National Association
182
KeyBank National Association
Ohio
$492K
FHA
183
Flagship Harbor Advisors
Massachusetts
$490K -$21.2K -432 -4%
IFWM
184
Institute for Wealth Management
Colorado
$481K -$143K -2,911 -23%
AWM
185
AE Wealth Management
Kansas
$463K -$240K -4,874 -34%
BMCM
186
Bryn Mawr Capital Management
Pennsylvania
$453K
SPL
187
Smart Portfolios LLC
Washington
$446K -$19K -387 -4%
PP
188
PagnatoKarp Partners
Virginia
$445K +$1.92K +39 +0.4%
AFA
189
American Financial Advisors
Georgia
$444K -$437K -8,890 -50%
TCM
190
TD Capital Management
Tennessee
$416K +$49.3K +1,004 +13%
WWM
191
Western Wealth Management
Colorado
$412K -$19.4K -394 -5%
CF
192
Centaurus Financial
California
$407K -$65K -1,323 -14%
CA
193
Continuum Advisory
Idaho
$406K -$41.8K -851 -9%
IC
194
Inscription Capital
Texas
$406K +$405K +8,250 New
OAJ
195
Ogorek Anthony Joseph
New York
$396K
SWM
196
SeaCrest Wealth Management
New York
$384K +$383K +7,795 New
PP
197
Paloma Partners
Connecticut
$383K +$382K +7,772 New
HCA
198
Harbour Capital Advisors
Virginia
$374K -$90.7K -1,845 -20%
MOS
199
MGO One Seven
Ohio
$362K +$362K +7,356 New
Comerica Bank
200
Comerica Bank
Texas
$357K -$10.5K -214 -3%

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.