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State Street DoubleLine Total Return Tactical ETF

299 hedge funds and large institutions have $2.22B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

5% more funds holding

Funds holding: 286299 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$33.8M)

1.48% less ownership

Funds ownership: 73.27%71.8% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 4035 (-5)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
6.47%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.76%
New
41
Increased
118
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Western Wealth Management
Colorado
$353K +$20.7K +434 +6%
FAIM
202
Financial Advocates Investment Management
Washington
$321K -$361K -7,569 -53%
1IA
203
1834 Investment Advisors
Wisconsin
$319K +$9.31K +195 +3%
PFA
204
Pettinga Financial Advisors
Indiana
$311K -$4.45M -93,176 -94%
OC
205
Oppenheimer & Co
New York
$308K -$6.26K -131 -2%
ATFA
206
All Terrain Financial Advisors
Minnesota
$298K +$51K +1,067 +21%
Millennium Management
207
Millennium Management
New York
$298K +$294K +6,154 New
JIP
208
Jaffetilchin Investment Partners
Florida
$295K -$1.52M -31,902 -84%
CAL
209
Capital Analysts LLC
Pennsylvania
$290K -$750K -15,699 -72%
GWA
210
Guidant Wealth Advisors
Illinois
$285K +$281K +5,886 New
MHS
211
M Holdings Securities
Oregon
$281K -$1.99M -41,673 -88%
FFA
212
Fragasso Financial Advisors
Pennsylvania
$277K +$10.3K +216 +4%
TTWM
213
TCV Trust & Wealth Management
Virginia
$269K -$126K -2,639 -32%
LNWWM
214
Laird Norton Wetherby Wealth Management
California
$269K
MIC
215
Means Investment Company
Maine
$268K -$6.3K -132 -2%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$266K +$224K +4,694 +583%
Citigroup
217
Citigroup
New York
$258K -$232K -4,864 -48%
SFC
218
SYM Financial Corp
Indiana
$245K +$242K +5,061 New
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$245K +$242K +5,070 New
SBIA
220
Sheaff Brock Investment Advisors
Indiana
$242K
OFG
221
Oxford Financial Group
Indiana
$237K
SPC
222
Sigma Planning Corp
Michigan
$232K -$158K -3,312 -41%
LWS
223
Lucia Wealth Services
California
$231K +$2.44K +51 +1%
HPC
224
Hobart Private Capital
North Carolina
$230K +$227K +4,762 New
Lido Advisors
225
Lido Advisors
California
$230K +$21.4K +448 +10%

TOTL Hedge Fund Activity: Q1 2019 in Review

299 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2019, worth a combined $2.22B — up 1.5% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TOTL positions and 21 closed out — a net gain of 20 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $83.9M. The largest seller was Stadion Money Management, exiting entirely with an estimated $161M sold.

  • 299 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2019, up from 286 in Q4 2018.
  • Funds reported $2.22B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 41 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2019 was Janney Capital Management, an estimated $83.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2019 was Stadion Money Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2019.