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State Street DoubleLine Total Return Tactical ETF

214 hedge funds and large institutions have $2.43B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 48

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $2.23B → $2.43B (+$198M)

5% more funds holding

Funds holding: 204214 (+10)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.96% more ownership

Funds ownership: 66.6%67.55% (+0.96%)

Holders
214
Holders Change
+10
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.82%
New
32
Increased
112
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$343M +$27.2M +551,250 +9%
Bank of America
2
Bank of America
North Carolina
$220M +$1.71M +34,593 +0.8%
UBS Group
3
UBS Group
Switzerland
$189M +$12.2M +246,337 +7%
Wells Fargo
4
Wells Fargo
California
$151M +$10.7M +217,883 +8%
BCI
5
Brinker Capital Investments
Pennsylvania
$99.6M +$41.2M +835,648 +71%
CAI
6
Capital Advisors Inc
Oklahoma
$89.9M +$2.92M +59,263 +3%
LPL Financial
7
LPL Financial
California
$87.8M -$7.88M -159,778 -8%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$84.5M +$5.38M +109,064 +7%
HI
9
Horizon Investments
North Carolina
$79.1M +$22.6M +459,050 +40%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$61.2M +$6.54M +132,640 +12%
DIP
11
DT Investment Partners
Pennsylvania
$59.1M +$5.21M +105,680 +10%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$41M +$2.06M +41,812 +5%
MMA
13
Miracle Mile Advisors
California
$40.5M +$620K +12,560 +2%
PWAG
14
Polaris Wealth Advisory Group
California
$40M +$5.1M +103,420 +15%
MFS
15
McNamara Financial Services
Massachusetts
$37.2M +$872K +17,688 +2%
TCM
16
TD Capital Management
Tennessee
$35.4M +$651K +13,192 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$34.5M +$27.8M +564,518 +419%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$33M +$1.19M +24,025 +4%
BC
19
Brinker Capital
Pennsylvania
$30.8M -$12.1M -246,296 -28%
NA
20
Nottingham Advisors
New York
$29.3M +$431K +8,732 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26M +$1.13M +22,883 +5%
MML Investors Services
22
MML Investors Services
Massachusetts
$20.7M -$17M -344,177 -45%
BFG
23
Bouchey Financial Group
New York
$18.8M +$226K +4,577 +1%
NC
24
NewSquare Capital
Pennsylvania
$18.7M +$8.04M +163,052 +42%
GFPC
25
Global Financial Private Capital
Florida
$18.6M +$4.15M +84,144 +29%

TOTL Hedge Fund Activity: Q3 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2017, worth a combined $2.43B — up 8.9% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TOTL positions and 21 closed out — a net gain of 11 holders — while 112 added to existing stakes and 48 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $41.2M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $17.5M sold.

  • 214 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2017, up from 204 in Q2 2017.
  • Funds reported $2.43B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2017, up 8.9% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2017 and 21 closed out, a net change of +11 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2017 was Brinker Capital Investments, an estimated $41.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2017 was 3EDGE Asset Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.