TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

348 hedge funds and large institutions have $1.85B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-16
Holders Change %
-4.4%
% of All Funds
5.51%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.36%
New
34
Increased
94
Reduced
179
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
1
Janney Capital Management
Pennsylvania
$42.4M
2
LIG
2
Lokken Investment Group
Delaware
$3.88M
3
JBA
3
Johnson Bixby & Associates
Washington
$31.4M
4
TNA
4
True North Advisors
Texas
$3.02M
5
WAM
5
Weatherly Asset Management
California
$19.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$104M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$82.2M
4
WFA
4
WestHill Financial Advisors
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
176
Flagstar Advisors
New York
$732K -$12.9K -289 -2%
FM
177
Family Management
New York
$726K – – –
MIM
178
Macroview Investment Management
Maryland
$717K -$984K -21,974 -58%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$710K +$710K +15,863 New
WSTAM
180
Wilbanks Smith & Thomas Asset Management
Virginia
$693K +$8.08K +187 +1%
BA
181
Ballew Advisors
Mississippi
$689K -$9.29K -211 -1%
FIM
182
Fernwood Investment Management
Massachusetts
$684K +$45 +1 +0%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$684K +$121K +2,694 +21%
AF
184
Allworth Financial
California
$681K +$19.5K +436 +3%
Verition Fund Management
185
Verition Fund Management
Connecticut
$672K -$403K -9,000 -38%
PFS
186
Prospera Financial Services
Texas
$664K -$95.8K -2,140 -13%
UCB
187
United Community Bank
South Carolina
$655K +$14.3K +320 +2%
FCCM
188
First City Capital Management
Georgia
$643K +$3.81K +85 +0.6%
MWM
189
Maltin Wealth Management
New Jersey
$623K +$3.4K +76 +0.5%
VCA
190
Verdence Capital Advisors
Maryland
$619K -$15K -335 -2%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$614K -$81K -1,811 -12%
DC
192
Davenport & Co
Virginia
$611K -$36.3K -810 -6%
EL
193
EQ LLC
Washington
$603K -$626 -14 -0.1%
OC
194
Oppenheimer & Co
New York
$596K -$227K -5,072 -28%
PA
195
Procyon Advisors
Connecticut
$590K -$159K -3,545 -21%
PPP
196
Private Portfolio Partners
New Jersey
$582K +$582K +13,005 New
AWM
197
Ameliora Wealth Management
Switzerland
$577K +$577K +14,016 New
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$575K +$713 +16 +0.1%
SFWC
199
Strategic Family Wealth Counselors
New Jersey
$571K +$1.79K +40 +0.3%
NAM
200
NTV Asset Management
West Virginia
$569K -$8.96K -200 -2%
6 7
8
9 10