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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.14B invested in SPDR DoubleLine Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 148 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.07%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.02%
New
32
Increased
100
Reduced
148
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWMG
Prestige Wealth Management Group
New Jersey
$30.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.2M
3
VNA
Valley National Advisers
Pennsylvania
$10.2M
4
VCP
Verus Capital Partners
Arizona
$7.55M
5
HFM
Hartford Financial Management
Connecticut
$8.68M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.53M
2
Morgan Stanley
Morgan Stanley
New York
$188M
3
PI
PFS Investments
Georgia
$0
4
SI
SimpliFi Inc
California
$4.41M
5
HI
Horizon Investments
North Carolina
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Summit Asset Management
Tennessee
$834K +$48.4K +1,010 +6%
DWM
177
Destination Wealth Management
California
$827K +$827K +17,248 New
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$788K -$1.8M – –
FIM
179
Fernwood Investment Management
Massachusetts
$783K – – –
SWA
180
Stratos Wealth Advisors
Ohio
$760K -$13.7K -286 -2%
SG
181
StoneX Group
New York
$760K -$4.22K -88 -0.6%
William Blair & Company
182
William Blair & Company
Illinois
$743K +$1.06K +22 +0.1%
DFG
183
Demars Financial Group
Washington
$716K +$716K +14,925 New
EH
184
Equitable Holdings
New York
$689K +$52.4K +1,091 +8%
MWA
185
Moser Wealth Advisors
Washington
$678K -$16.8K -350 -2%
MWM
186
Merriman Wealth Management
Washington
$676K +$676K +14,100 New
VR
187
Viridian RIA
Washington
$672K +$672K +14,017 New
PA
188
Procyon Advisors
Connecticut
$654K -$71.5K -1,491 -10%
VCA
189
Verdence Capital Advisors
Maryland
$648K -$1.39K -29 -0.2%
Deutsche Bank
190
Deutsche Bank
Germany
$639K +$550K +11,458 +615%
DWM
191
Dakota Wealth Management
Florida
$626K -$109K -2,264 -15%
SFWC
192
Strategic Family Wealth Counselors
New Jersey
$621K -$148K -3,085 -19%
SIC
193
Samalin Investment Counsel
New York
$619K -$82.4K -1,720 -12%
CWM
194
Cornerstone Wealth Management
Missouri
$613K +$207K +4,318 +51%
AFS
195
Aft Forsyth & Sober
Florida
$612K -$13.8M -288,400 -96%
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$610K – – –
GFPC
197
Global Financial Private Client
Florida
$605K -$42.9K -900 -7%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$596K -$54.4K -1,134 -8%
SPA
199
Sentinel Pension Advisors
Massachusetts
$595K +$595K +12,397 New
TI
200
Tidal Investments
Wisconsin
$590K +$590K +12,309 New
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