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State Street DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.16B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 251257 (+6)

2.36% more ownership

Funds ownership: 68.67%71.04% (+2.4%)

0% less capital invested

Capital invested by funds: $2.17B → $2.16B (-$8.11M)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.88%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
31
Increased
91
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
201
Sheaff Brock Investment Advisors
Indiana
$236K
ATFA
202
All Terrain Financial Advisors
Minnesota
$236K +$7.21K +152 +3%
OFG
203
Oxford Financial Group
Indiana
$232K
MA
204
Mutual Advisors
Nebraska
$232K +$233K +4,910 New
PWM
205
Paulson Wealth Management
Illinois
$221K -$1.14K -24 -0.5%
GRP
206
Global Retirement Partners
California
$211K +$63.5K +1,339 +43%
WIM
207
Westside Investment Management
California
$188K
SPIA
208
Steward Partners Investment Advisory
New York
$179K -$69.5K -1,465 -28%
BNP Paribas Financial Markets
209
BNP Paribas Financial Markets
France
$176K +$121K +2,544 +216%
SAM
210
Shamrock Asset Management
Texas
$118K -$2.13K -45 -2%
FGAM
211
Financial Gravity Asset Management
Texas
$116K -$190 -4 -0.2%
PG
212
Proffitt & Goodson
Tennessee
$112K +$112K +2,366 New
CFGS
213
Concourse Financial Group Securities
Alabama
$104K +$104K +2,192 New
PA
214
Perennial Advisors
New York
$102K
SFSIG
215
San Francisco Sentry Investment Group
California
$96K
AIM
216
Advantage Investment Management
Iowa
$95K -$1.33K -28 -1%
S
217
SignatureFD
Georgia
$88K
AA
218
Ancora Advisors
Ohio
$88K +$89K +1,877 New
BWA
219
BDO Wealth Advisors
Florida
$86K
PW
220
Price Wealth
Texas
$77K
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$66K
WEC
222
Winslow Evans & Crocker
Massachusetts
$66K
TIM
223
Tortoise Investment Management
New York
$50K
RFA
224
Reilly Financial Advisors
California
$47K
SF
225
Synovus Financial
Georgia
$45K

TOTL Hedge Fund Activity: Q3 2018 in Review

257 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2018, worth a combined $2.16B — down 0.37% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TOTL positions and 25 closed out — a net gain of 6 holders — while 91 added to existing stakes and 95 trimmed.

The largest buyer was Horizon Investments, adding an estimated $46.2M. The largest seller was Bank of America, cutting an estimated $28M.

  • 257 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2018, up from 251 in Q2 2018.
  • Funds reported $2.16B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2018, down 0.37% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2018 and 25 closed out, a net change of +6 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2018 was Horizon Investments, an estimated $46.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2018 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2018.