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State Street DoubleLine Total Return Tactical ETF

320 hedge funds and large institutions have $2.14B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 148 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49.35% more ownership

Funds ownership: 74.37%123.72% (+49%)

31% more funds holding in top 10

Funds holding in top 10: 3546 (+11)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 327320 (-7)

15% less capital invested

Capital invested by funds: $2.51B → $2.14B (-$367M)

32% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 148

Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.05%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.01%
New
32
Increased
100
Reduced
148
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$188M -$33.9M -690,168 -15%
LPL Financial
2
LPL Financial
California
$186M -$5.46M -111,193 -3%
Bank of America
3
Bank of America
North Carolina
$114M +$484K +9,862 +0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$92M +$1.69B +34,388,576 New
UBS Group
5
UBS Group
Switzerland
$90.3M -$7.4M -150,761 -7%
Wells Fargo
6
Wells Fargo
California
$88.6M +$5.79M +117,910 +7%
MMA
7
Miracle Mile Advisors
California
$68.9M -$17.1M -348,888 -20%
BCI
8
Brinker Capital Investments
Pennsylvania
$66.1M -$19.6M -398,683 -22%
GFPC
9
Global Financial Private Capital
Florida
$53.7M -$3.85M -78,383 -7%
CAI
10
Capital Advisors Inc
Oklahoma
$50.9M +$1.48M +30,067 +3%
JCM
11
Janney Capital Management
Pennsylvania
$42.6M +$823K +16,775 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$39.3M -$19.1M -390,105 -32%
DIP
13
DT Investment Partners
Pennsylvania
$32.8M -$22.8M -464,051 -40%
PWMG
14
Prestige Wealth Management Group
New Jersey
$30.4M +$31.1M +633,824 +918,586%
JP Morgan Chase
15
JP Morgan Chase
New York
$28M -$13.8M -280,787 -32%
MFS
16
McNamara Financial Services
Massachusetts
$26.6M -$287K -5,847 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$26.3M -$4.76M -97,026 -15%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$26.2M +$26.8M +546,424 New
WAG
19
Winthrop Advisory Group
Massachusetts
$24.9M -$1.97M -40,149 -7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$23.6M -$4.59M -93,571 -16%
BFG
21
Bouchey Financial Group
New York
$22.5M +$8.34K +170 +0%
HighTower Advisors
22
HighTower Advisors
Illinois
$22M -$8.2M -166,964 -27%
GC
23
Grimes & Company
Massachusetts
$20M -$1.56M -31,852 -7%
JWBC
24
John W. Brooker & Co
California
$19.9M +$49 +1 +0%
MFP
25
Meridian Financial Partners
Virginia
$18.8M -$41.9K -853 -0.2%