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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

214 hedge funds and large institutions have $2.43B invested in SPDR DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.82%
New
32
Increased
112
Reduced
48
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$99.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$343M
4
HI
4
Horizon Investments
North Carolina
$79.1M
5
VF
5
Virtu Financial
New York
$16.7M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$20.7M
3
BC
3
Brinker Capital
Pennsylvania
$30.8M
4
LPL Financial
4
LPL Financial
California
$87.8M
5
SCA
5
Stuart Chaussee & Associates
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$39K +$39K +785 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$36K +$36K +737 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.9K +$9.12K +185 +34%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$8.42K +173 +33%
MA
205
MCF Advisors
Kentucky
$30K +$30K +600 New
IWM
206
IHT Wealth Management
Illinois
$24K – – –
HCA
207
Horan Capital Advisors
Ohio
$20K +$20K +402 New
ARMC
208
American Research & Management Company
Massachusetts
$15K – – –
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$13K +$13K +255 New
SBL
210
Sargent Bickham Lagudis
Colorado
$10K – – –
SEI Investments
211
SEI Investments
Pennsylvania
$8K +$8K +172 New
PRS
212
Pinkerton Retirement Specialists
Idaho
$4K -$390 -8 -9%
BTIS
213
BB&T Investment Services
North Carolina
$4K +$4K +87 New
US Bancorp
214
US Bancorp
Minnesota
$2K +$2K +38 New
3AM
215
3EDGE Asset Management
Florida
– -$17.5M -355,200 Closed
SCA
216
Stuart Chaussee & Associates
California
– -$7.34M -149,225 Closed
LFAS
217
Level Four Advisory Services
Texas
– -$1.77M -36,103 Closed
PCM
218
Peak Capital Management
Colorado
– -$1.13M -22,874 Closed
Prudential Financial
219
Prudential Financial
New Jersey
– -$800K -16,250 Closed
DWM
220
Darwin Wealth Management
Florida
– -$705K -14,318 Closed
VCM
221
Vivaldi Capital Management
Illinois
– -$642 -13,042 Closed
M&T Bank
222
M&T Bank
New York
– -$439K -8,932 Closed
IWA
223
Intercontinental Wealth Advisors
Texas
– -$324K -6,574 Closed
AFP
224
Ausdal Financial Partners
Iowa
– -$281K -5,719 Closed
CL
225
Choreo LLC
Illinois
– -$224K -4,545 Closed
6 7 8
9
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