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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.14B invested in SPDR DoubleLine Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 148 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.07%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.02%
New
32
Increased
100
Reduced
148
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWMG
Prestige Wealth Management Group
New Jersey
$30.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.2M
3
VNA
Valley National Advisers
Pennsylvania
$10.2M
4
VCP
Verus Capital Partners
Arizona
$7.55M
5
HFM
Hartford Financial Management
Connecticut
$8.68M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
$4.53M
2
Morgan Stanley
Morgan Stanley
New York
$188M
3
PI
PFS Investments
Georgia
$0
4
SI
SimpliFi Inc
California
$4.41M
5
HI
Horizon Investments
North Carolina
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Maltin Wealth Management
New Jersey
$582K +$220K +4,579 +61%
IFG
202
Investors Financial Group
Minnesota
$572K -$27.1K -564 -5%
KWA
203
KCS Wealth Advisory
California
$572K +$576 +12 +0.1%
IWM
204
IHT Wealth Management
Illinois
$561K -$60.1K -1,253 -10%
HPC
205
Hobart Private Capital
North Carolina
$537K -$45K -938 -8%
AWM
206
AE Wealth Management
Kansas
$537K -$175K -3,638 -25%
AFG
207
Albion Financial Group
Utah
$537K -$6.28K -131 -1%
CAN
208
Cetera Advisor Networks
California
$526K -$197K -4,111 -27%
HFAS
209
Hummer Financial Advisory Services
Illinois
$513K – – –
AL
210
Aspiriant LLC
California
$505K -$745K -15,624 -60%
EFS
211
Essex Financial Services
Connecticut
$495K +$220K +4,598 +80%
ACM
212
Avalon Capital Management
California
$494K +$494K +10,300 New
KeyBank National Association
213
KeyBank National Association
Ohio
$480K – – –
HB
214
Homrich & Berg
Georgia
$476K -$39.3K -820 -8%
BPA
215
Beacon Pointe Advisors
California
$475K +$475K +9,873 New
IWC
216
Integrated Wealth Concepts
Massachusetts
$468K -$100K -2,095 -18%
PFA
217
Pettinga Financial Advisors
Indiana
$468K +$468K +9,750 New
FHA
218
Flagship Harbor Advisors
Massachusetts
$461K -$30K -625 -6%
PCIA
219
Prime Capital Investment Advisors
Kansas
$461K +$461K +9,614 New
PP
220
PagnatoKarp Partners
Virginia
$455K +$11.8K +246 +3%
WWM
221
Western Wealth Management
Colorado
$452K +$232K +4,812 +106%
HFS
222
Howard Financial Services
Texas
$433K -$47.2K -983 -10%
Lido Advisors
223
Lido Advisors
California
$419K +$31.9K +666 +8%
IFWM
224
Institute for Wealth Management
Colorado
$403K -$17K -355 -4%
DC
225
Davenport & Co
Virginia
$402K -$2.95M -61,486 -88%
7 8
9
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