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State Street DoubleLine Total Return Tactical ETF

288 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 92

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$28.6M)

0.24% more ownership

Funds ownership: 71.19%71.43% (+0.24%)

1% less funds holding

Funds holding: 290288 (-2)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
6.32%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.75%
New
27
Increased
121
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
201
All Terrain Financial Advisors
Minnesota
$350K +$3.44K +70 +1%
Lido Advisors
202
Lido Advisors
California
$342K +$108K +2,190 +46%
1IA
203
1834 Investment Advisors
Wisconsin
$328K
GIA
204
Gladstone Institutional Advisory
Florida
$325K +$14.1K +286 +5%
VAG
205
VisionPoint Advisory Group
Texas
$319K +$317K +6,446 New
Principal Financial Group
206
Principal Financial Group
Iowa
$312K +$21K +428 +7%
OC
207
Oppenheimer & Co
New York
$311K -$71.1K -1,447 -19%
CAL
208
Capital Analysts LLC
Pennsylvania
$301K +$2.46K +50 +0.8%
JIP
209
Jaffetilchin Investment Partners
Florida
$299K -$3.49K -71 -1%
SPC
210
Sigma Planning Corp
Michigan
$294K +$64K +1,303 +28%
GWA
211
Guidant Wealth Advisors
Illinois
$292K +$639 +13 +0.2%
NCM
212
Next Capital Management
New York
$289K +$138K +2,815 +16%
FFA
213
Fragasso Financial Advisors
Pennsylvania
$286K -$5.75K -117 -2%
Citigroup
214
Citigroup
New York
$276K -$541 -11 -0.2%
LNWWM
215
Laird Norton Wetherby Wealth Management
California
$274K
SPIA
216
Steward Partners Investment Advisory
New York
$273K +$148K +3,013 +118%
LWS
217
Lucia Wealth Services
California
$272K +$17K +345 +7%
PWS
218
Paragon Wealth Strategies
Florida
$267K -$36.3K -739 -12%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$266K
ACP
220
Aveo Capital Partners
Colorado
$263K +$265K +5,385 New
AWM
221
Aries Wealth Management
Maine
$252K +$3.93K +80 +2%
FHC
222
First Heartland Consultants
Missouri
$245K +$22K +448 +10%
OFG
223
Oxford Financial Group
Indiana
$241K
FFG
224
Ford Financial Group
California
$240K +$17.2K +349 +8%
SFC
225
SYM Financial Corp
Indiana
$233K

TOTL Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2019, worth a combined $2.4B — up 1.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 25 closed out — a net gain of 2 holders — while 121 added to existing stakes and 92 trimmed.

The largest buyer was Global Financial Private Capital, adding an estimated $35.8M. The largest seller was PHH Investments, exiting entirely with an estimated $34.7M sold.

  • 288 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2019, down from 290 in Q2 2019.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2019 was Global Financial Private Capital, an estimated $35.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2019 was PHH Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.