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State Street DoubleLine Total Return Tactical ETF

286 hedge funds and large institutions have $2.19B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

11% more funds holding

Funds holding: 257286 (+29)

2.24% more ownership

Funds ownership: 71.04%73.27% (+2.2%)

1% more capital invested

Capital invested by funds: $2.16B → $2.19B (+$31.3M)

28% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 109

Holders
286
Holders Change
+29
Holders Change %
+11.28%
% of All Funds
6.37%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.89%
New
62
Increased
79
Reduced
109
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Towercrest Capital Management
Pennsylvania
$283K -$199K -4,225 -41%
MIC
202
Means Investment Company
Maine
$269K +$267K +5,676 New
BEC
203
Blue Edge Capital
Virginia
$268K +$266K +5,655 New
LNWWM
204
Laird Norton Wetherby Wealth Management
California
$264K
OAJ
205
Ogorek Anthony Joseph
New York
$262K -$53.8K -1,145 -17%
EWF
206
Epstein & White Financial
California
$262K -$46.7K -994 -15%
FFA
207
Fragasso Financial Advisors
Pennsylvania
$262K +$259K +5,521 New
VCA
208
Verdence Capital Advisors
Maryland
$261K -$178K -3,783 -41%
AW
209
ACG Wealth
Georgia
$259K -$72.4K -1,541 -22%
BWP
210
Baldwin Wealth Partners
Massachusetts
$247K
William Blair & Company
211
William Blair & Company
Illinois
$247K +$7.42K +158 +3%
CWM
212
Cornerstone Wealth Management
Missouri
$243K -$47.8M -1,017,169 -99%
IA
213
IFG Advisory
Georgia
$243K -$147K -3,128 -38%
CFA
214
Clarfeld Financial Advisors
New York
$243K +$241K +5,120 New
ATFA
215
All Terrain Financial Advisors
Minnesota
$241K +$4.75K +101 +2%
SBIA
216
Sheaff Brock Investment Advisors
Indiana
$237K
MA
217
Mutual Advisors
Nebraska
$233K
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
$232K -$95.4K -2,030 -29%
OFG
219
Oxford Financial Group
Indiana
$232K
LWS
220
Lucia Wealth Services
California
$223K -$249K -5,309 -53%
Lido Advisors
221
Lido Advisors
California
$204K +$203K +4,312 New
WIM
222
Westside Investment Management
California
$189K
BCA
223
Berman Capital Advisors
Georgia
$181K +$180K +3,832 New
CFGS
224
Concourse Financial Group Securities
Alabama
$175K +$70.8K +1,506 +69%
ONST
225
Old North State Trust
North Carolina
$174K -$221K -4,705 -56%