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State Street DoubleLine Total Return Tactical ETF

286 hedge funds and large institutions have $2.19B invested in State Street DoubleLine Total Return Tactical ETF in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

11% more funds holding

Funds holding: 257286 (+29)

2.24% more ownership

Funds ownership: 71.04%73.27% (+2.2%)

1% more capital invested

Capital invested by funds: $2.16B → $2.19B (+$31.3M)

28% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 109

Holders
286
Holders Change
+29
Holders Change %
+11.28%
% of All Funds
6.37%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.89%
New
62
Increased
79
Reduced
109
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$161M +$160M +3,395,228 New
Morgan Stanley
2
Morgan Stanley
New York
$146M -$96.7M -2,058,265 -40%
UBS Group
3
UBS Group
Switzerland
$122M +$8.68M +184,738 +8%
Bank of America
4
Bank of America
North Carolina
$114M -$30.5M -649,226 -21%
LPL Financial
5
LPL Financial
California
$92.6M -$631K -13,422 -0.7%
BCI
6
Brinker Capital Investments
Pennsylvania
$85.4M -$33.9M -720,882 -29%
HI
7
Horizon Investments
North Carolina
$82.2M -$5.78M -122,964 -7%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$81.1M -$2.45M -52,063 -3%
CAI
9
Capital Advisors Inc
Oklahoma
$69.2M -$3.19M -67,917 -4%
Wells Fargo
10
Wells Fargo
California
$54.6M -$11.4M -241,766 -17%
MMA
11
Miracle Mile Advisors
California
$51.9M -$3M -63,932 -6%
DIP
12
DT Investment Partners
Pennsylvania
$51.8M -$1.98M -42,218 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$51M +$11.3M +239,776 +29%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$47.4M -$5.27M -112,162 -10%
MFS
15
McNamara Financial Services
Massachusetts
$40.2M -$39.9K -850 -0.1%
PI
16
PFS Investments
Georgia
$37.5M -$8.61M -183,311 -19%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$37.2M -$2.96M -62,984 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$36.9M +$21.8M +464,498 +148%
SI
19
SimpliFi Inc
California
$33.1M +$546K +11,624 +2%
PI
20
PHH Investments
Texas
$31M -$1.14M -24,347 -4%
GC
21
Grimes & Company
Massachusetts
$28.5M +$24.5M +522,404 +656%
WAG
22
Winthrop Advisory Group
Massachusetts
$27.8M +$483K +10,275 +2%
GFPC
23
Global Financial Private Capital
Florida
$25.2M -$4.46M -94,890 -15%
BFG
24
Bouchey Financial Group
New York
$22.8M +$3.8M +80,834 +20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$22.4M +$2.58M +54,824 +13%