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State Street DoubleLine Total Return Tactical ETF

327 hedge funds and large institutions have $2.51B invested in State Street DoubleLine Total Return Tactical ETF in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 132 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

48% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 89

14% more funds holding

Funds holding: 288327 (+39)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2.94% more ownership

Funds ownership: 71.43%74.37% (+2.9%)

4% more capital invested

Capital invested by funds: $2.4B → $2.51B (+$105M)

Holders
327
Holders Change
+39
Holders Change %
+13.54%
% of All Funds
6.44%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.69%
New
65
Increased
132
Reduced
89
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
$226M +$9.8M +200,011 +5%
LPL Financial
2
LPL Financial
California
$196M +$14.6M +297,404 +8%
Bank of America
3
Bank of America
North Carolina
$116M +$1.46M +29,839 +1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$111M +$7.69M +156,841 +7%
UBS Group
5
UBS Group
Switzerland
$99.7M +$4.77M +97,312 +5%
MMA
6
Miracle Mile Advisors
California
$87.5M +$1.58M +32,286 +2%
BCI
7
Brinker Capital Investments
Pennsylvania
$87.1M -$1.08M -22,002 -1%
Wells Fargo
8
Wells Fargo
California
$84.7M -$4.07M -83,058 -5%
AWS
9
AJ Wealth Strategies
New York
$78M +$16.7M +340,742 +27%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$59.2M -$2.82M -57,579 -5%
GFPC
11
Global Financial Private Capital
Florida
$58.7M +$524K +10,684 +0.9%
DIP
12
DT Investment Partners
Pennsylvania
$56.2M +$769K +15,702 +1%
CAI
13
Capital Advisors Inc
Oklahoma
$50.5M +$7.34M +149,707 +17%
JCM
14
Janney Capital Management
Pennsylvania
$42.7M -$33.7M -687,283 -44%
JP Morgan Chase
15
JP Morgan Chase
New York
$42.4M +$13.6M +277,470 +47%
SI
16
SimpliFi Inc
California
$34.4M +$710K +14,484 +2%
LFAS
17
Level Four Advisory Services
Texas
$32.8M +$636K +12,969 +4%
PI
18
PFS Investments
Georgia
$32.7M -$39.8K -812 -0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$31.6M +$1.07M +21,906 +4%
HighTower Advisors
20
HighTower Advisors
Illinois
$30.7M +$3.22M +65,677 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$28.7M +$810K +16,538 +3%
MFS
22
McNamara Financial Services
Massachusetts
$27.4M -$14.6M -298,768 -35%
WAG
23
Winthrop Advisory Group
Massachusetts
$27.4M -$5.46M -111,321 -17%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25.7M -$4.62M -94,346 -15%
HI
25
Horizon Investments
North Carolina
$25.6M -$17.9M -365,662 -41%

TOTL Hedge Fund Activity: Q4 2019 in Review

327 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2019, worth a combined $2.51B — up 4.4% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TOTL positions and 21 closed out — a net gain of 44 holders — while 132 added to existing stakes and 89 trimmed.

The largest buyer was AJ Wealth Strategies, adding an estimated $16.7M. The largest seller was Janney Capital Management, cutting an estimated $33.7M.

  • 327 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2019, up from 288 in Q3 2019.
  • Funds reported $2.51B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 65 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2019 and 21 closed out, a net change of +44 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2019 was AJ Wealth Strategies, an estimated $16.7M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2019 was Janney Capital Management, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2019.