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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

192 hedge funds and large institutions have $2.03B invested in SPDR DoubleLine Total Return Tactical ETF in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
4.81%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.8%
New
44
Increased
80
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$72.8M
2
HI
2
Horizon Investments
North Carolina
$39.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$306M
4
PP
4
PagnatoKarp Partners
Virginia
$19M
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$13.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$190M
2
CCM
2
CWH Capital Management
Washington
$0
3
QCM
3
Quadrant Capital Management
New Jersey
$0
4
TCM
4
TD Capital Management
Tennessee
$23.1M
5
RJA
5
Raymond James & Associates
Florida
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$306M 6,331,727 +517,612 +9%
Bank of America
2
Bank of America
North Carolina
$204M 4,206,364 +169,807 +4%
UBS Group
3
UBS Group
Switzerland
$190M 3,932,446 -439,857 -10%
Wells Fargo
4
Wells Fargo
California
$115M 2,386,452 +48,395 +2%
CAI
5
Capital Advisors Inc
Oklahoma
$72.8M 1,504,501 +1,504,501 New
LPL Financial
6
LPL Financial
California
$63.5M 1,311,866 -2,784 -0.2%
BCI
7
Brinker Capital Investments
Pennsylvania
$51.6M 1,067,111 -84,525 -7%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$48.5M 1,000,823 -29,392 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$45.8M 945,546 +120,294 +15%
JCM
10
Janney Capital Management
Pennsylvania
$41.1M 848,620 -47,556 -5%
HI
11
Horizon Investments
North Carolina
$39.6M 818,376 +765,875 +1,459%
BC
12
Brinker Capital
Pennsylvania
$37.5M 774,335 -92,183 -11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$34.4M 710,997 +9,546 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$34M 702,147 -23,728 -3%
MFS
15
McNamara Financial Services
Massachusetts
$33.8M 697,902 +27,640 +4%
MMA
16
Miracle Mile Advisors
California
$33.7M 695,393 -26,082 -4%
AWMG
17
Alliance Wealth Management Group
New Jersey
$33.4M 689,483 -59,406 -8%
State Street
18
State Street
Massachusetts
$27.8M 574,292 +16,846 +3%
NA
19
Nottingham Advisors
New York
$27.7M 572,510 +6,406 +1%
MFS
20
MSI Financial Services
Massachusetts
$25.9M 534,854 -45,540 -8%
RJA
21
Raymond James & Associates
Florida
$23.3M 481,248 -130,712 -21%
TCM
22
TD Capital Management
Tennessee
$23.1M 477,381 -171,587 -26%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$19.4M 401,117 +39,997 +11%
PP
24
PagnatoKarp Partners
Virginia
$19M 391,535 +391,535 New
SGI
25
Swan Global Investments
Colorado
$14.8M 305,400 +21,799 +8%
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