TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.3%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$91.9M
2
LPL Financial
2
LPL Financial
California
$254M
3
WFA
3
WestHill Financial Advisors
California
$12.8M
4
OCM
4
One Capital Management
California
$14.4M
5
LGWM
5
Litman Gregory Wealth Management
California
$10.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.98M
2
Jane Street
2
Jane Street
New York
$1.25M
3
LFAS
3
Level Four Advisory Services
Texas
$7.17M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$49M
5
Morgan Stanley
5
Morgan Stanley
New York
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$254M 5,250,711 +305,176 +6%
Morgan Stanley
2
Morgan Stanley
New York
$159M 3,299,628 -350,042 -10%
Osaic Holdings
3
Osaic Holdings
Arizona
$136M 2,822,625 +42,006 +2%
UBS Group
4
UBS Group
Switzerland
$105M 2,179,162 +35,359 +2%
Bank of America
5
Bank of America
North Carolina
$101M 2,097,306 -125,048 -6%
CAI
6
Capital Advisors Inc
Oklahoma
$91.9M 1,901,556 +389,679 +26%
Wells Fargo
7
Wells Fargo
California
$67.5M 1,397,356 -232,417 -14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$53.1M 1,098,337 +50,863 +5%
FWM
9
Focused Wealth Management
New York
$50.3M 1,041,193 +109,812 +12%
BCI
10
Brinker Capital Investments
Pennsylvania
$49M 1,014,255 -396,965 -28%
VNA
11
Valley National Advisers
Pennsylvania
$35.3M 731,231 +16,661 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$34.6M 715,577 -11,972 -2%
JCM
13
Janney Capital Management
Pennsylvania
$30.8M 636,929 -11,842 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$29.8M 617,151 +16,178 +3%
PWMG
15
Prestige Wealth Management Group
New Jersey
$29.6M 613,332 +2,205 +0.4%
JBA
16
Johnson Bixby & Associates
Washington
$28.9M 598,249 +1,429 +0.2%
MFS
17
McNamara Financial Services
Massachusetts
$26.4M 545,528 +6,406 +1%
BIA
18
Barry Investment Advisors
Massachusetts
$26.3M 544,001 +5,267 +1%
BFG
19
Bouchey Financial Group
New York
$25.9M 535,307 +6,188 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$23.2M 479,982 +85,918 +22%
VC
21
Vicus Capital
Pennsylvania
$21.1M 435,870 +12,971 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$20.6M 427,230 -9,737 -2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$20.6M 426,952 +2,784 +0.7%
APA
24
American Portfolios Advisors
New York
$19.1M 395,789 +20,090 +5%
PA
25
Pinnacle Associates
New York
$18.3M 378,254 -35,106 -8%
1
2 3 4 5