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State Street DoubleLine Total Return Tactical ETF

37 hedge funds and large institutions have $77.1M invested in State Street DoubleLine Total Return Tactical ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33.12% more ownership

Funds ownership: 0%33.12% (+33%)

Holders
37
Holders Change
+37
Holders Change %
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$13.3M +$13.3M +265,901 New
Morgan Stanley
2
Morgan Stanley
New York
$10.9M +$10.8M +217,173 New
BFG
3
Bouchey Financial Group
New York
$6M +$5.98M +119,830 New
Bank of America
4
Bank of America
North Carolina
$5.42M +$5.4M +108,241 New
GAM
5
Gemmer Asset Management
California
$4.8M +$4.79M +96,002 New
JCM
6
Janney Capital Management
Pennsylvania
$4.01M +$4M +80,184 New
ACM
7
Argentus Capital Management
Texas
$2.58M +$2.57M +51,557 New
CWM
8
Cabot Wealth Management
Massachusetts
$2.55M +$2.55M +51,055 New
MFS
9
MSI Financial Services
Massachusetts
$2.47M +$2.46M +49,315 New
Jane Street
10
Jane Street
New York
$2.46M +$2.45M +49,132 New
JP Morgan Chase
11
JP Morgan Chase
New York
$2.32M +$2.32M +46,450 New
VKH
12
Virtu KCG Holdings
New York
$1.93M +$1.92M +38,449 New
SCA
13
Strategic Capital Alternatives
United States
$1.82M +$1.81M +36,333 New
JG
14
Jefferies Group
New York
$1.7M +$1.7M +34,051 New
TFA
15
Transamerica Financial Advisors
Florida
$1.61M +$1.61M +32,205 New
LPL Financial
16
LPL Financial
California
$1.38M +$1.37M +27,500 New
HighTower Advisors
17
HighTower Advisors
Illinois
$1.33M +$1.33M +26,573 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.2M +$1.2M +23,973 New
PAG
19
Private Advisor Group
New Jersey
$1.17M +$1.16M +23,314 New
CS
20
Credit Suisse
Switzerland
$1.15M +$1.15M +23,037 New
FIM
21
Freedom Investment Management
Connecticut
$1.05M +$1.04M +20,915 New
RJA
22
Raymond James & Associates
Florida
$803K +$801K +16,052 New
ECM
23
Evergreen Capital Management
Washington
$774K +$773K +15,475 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$701K +$700K +14,020 New
GHF
25
Good Harbor Financial
Illinois
$685K +$684K +13,700 New

TOTL Hedge Fund Activity: Q1 2015 in Review

37 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2015, worth a combined $77.1M.

Buyers outnumbered sellers: 37 funds opened new TOTL positions and 0 closed out — a net gain of 37 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $13.3M.

  • 37 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2015, up from 0 in Q4 2014.
  • Funds reported $77.1M of State Street DoubleLine Total Return Tactical ETF stock for Q1 2015.
  • 37 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2015 and 0 closed out, a net change of +37 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2015 was UBS Group, an estimated $13.3M added.

Based on aggregated 13F filings for Q1 2015.