We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

267 hedge funds and large institutions have $2.45B invested in State Street DoubleLine Total Return Tactical ETF in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 69

25% more funds holding

Funds holding: 214267 (+53)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

1.18% more ownership

Funds ownership: 67.55%68.73% (+1.2%)

1% more capital invested

Capital invested by funds: $2.43B → $2.45B (+$20.2M)

Holders
267
Holders Change
+53
Holders Change %
+24.77%
% of All Funds
6.06%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.77%
New
74
Increased
100
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$325M -$13.7M -280,942 -4%
Bank of America
2
Bank of America
North Carolina
$214M -$3.01M -61,527 -1%
UBS Group
3
UBS Group
Switzerland
$182M -$4.83M -98,833 -3%
Wells Fargo
4
Wells Fargo
California
$144M -$5.9M -120,545 -4%
BCI
5
Brinker Capital Investments
Pennsylvania
$101M +$3.23M +66,102 +3%
LPL Financial
6
LPL Financial
California
$93.5M +$6.81M +139,333 +8%
CAI
7
Capital Advisors Inc
Oklahoma
$90.3M +$1.56M +31,900 +2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$90.2M +$6.82M +139,498 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$60.8M +$26.9M +550,972 +79%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$58.8M -$1.56M -31,945 -3%
DIP
11
DT Investment Partners
Pennsylvania
$53.2M -$5.18M -105,907 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$43.5M +$18M +367,657 +70%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$42.5M +$2.03M +41,595 +5%
HI
14
Horizon Investments
North Carolina
$39M -$40M -817,175 -51%
MMA
15
Miracle Mile Advisors
California
$38.2M -$1.81M -37,036 -5%
MFS
16
McNamara Financial Services
Massachusetts
$37.5M +$767K +15,675 +2%
TCM
17
TD Capital Management
Tennessee
$35.6M +$620K +12,673 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$33.1M +$553K +11,305 +2%
BC
19
Brinker Capital
Pennsylvania
$28.4M -$2M -40,843 -7%
SI
20
SimpliFi Inc
California
$27.3M +$27.5M +562,120 New
WAG
21
Winthrop Advisory Group
Massachusetts
$23.9M +$24.1M +492,947 New
GFPC
22
Global Financial Private Capital
Florida
$21.8M +$3.45M +70,455 +19%
BFG
23
Bouchey Financial Group
New York
$19.8M +$1.23M +25,203 +7%
CIAS
24
Capital Investment Advisory Services
North Carolina
$19.4M +$1.29M +26,334 +7%
SEIA
25
Signature Estate & Investment Advisors
California
$17.6M +$17.7M +361,342 New

TOTL Hedge Fund Activity: Q4 2017 in Review

267 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2017, worth a combined $2.45B — up 0.83% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new TOTL positions and 20 closed out — a net gain of 54 holders — while 100 added to existing stakes and 69 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.9M. The largest seller was Polaris Wealth Advisory Group, exiting entirely with an estimated $40M sold.

  • 267 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2017, up from 214 in Q3 2017.
  • Funds reported $2.45B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 74 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2017 and 20 closed out, a net change of +54 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $26.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2017 was Polaris Wealth Advisory Group, an estimated $40M sold.

Based on aggregated 13F filings for Q4 2017.