TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

364 hedge funds and large institutions have $2.16B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 45 closing their positions.

Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.43%
New
58
Increased
133
Reduced
124
Closed
45
Calls
$1.99M
Puts
–
Net Calls
+$1.99M
Net Calls Change
+$1.99M

Top Buyers

1
SIG
1
Spinnaker Investment Group
California
$33.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$19.8M
3
CPWMP
3
Cardinal Point Wealth Management Partners
California
$10.7M
4
JCA
4
January Capital Advisors
California
$9.36M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$57M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$1.7M
2
BFG
2
Bouchey Financial Group
New York
$8.09M
3
VNA
3
Valley National Advisers
Pennsylvania
$17.8M
4
MFP
4
Meridian Financial Partners
Virginia
$206K
5
Wells Fargo
5
Wells Fargo
California
$57.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$250M 5,272,034 +21,323 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$153M 3,222,165 -77,463 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$140M 2,955,589 +132,964 +5%
UBS Group
4
UBS Group
Switzerland
$105M 2,227,401 +48,239 +2%
Bank of America
5
Bank of America
North Carolina
$98.5M 2,079,683 -17,623 -0.8%
CAI
6
Capital Advisors Inc
Oklahoma
$93M 1,964,372 +62,816 +3%
Wells Fargo
7
Wells Fargo
California
$57.2M 1,208,948 -188,408 -13%
BCI
8
Brinker Capital Investments
Pennsylvania
$57M 1,204,138 +189,883 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$52.8M 1,114,306 +15,969 +1%
SIG
10
Spinnaker Investment Group
California
$33.2M 711,269 +711,269 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$30.8M 649,596 -65,981 -9%
JCM
12
Janney Capital Management
Pennsylvania
$30.3M 639,910 +2,981 +0.5%
JBA
13
Johnson Bixby & Associates
Washington
$29.2M 617,779 +19,530 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$29.1M 614,796 -2,355 -0.4%
BIA
15
Barry Investment Advisors
Massachusetts
$26.3M 555,678 +11,677 +2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$26.2M 554,348 +127,396 +30%
PWMG
17
Prestige Wealth Management Group
New Jersey
$25.8M 544,592 -68,740 -11%
MFS
18
McNamara Financial Services
Massachusetts
$25.8M 544,442 -1,086 -0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$25M 527,152 +47,170 +10%
VC
20
Vicus Capital
Pennsylvania
$21.2M 454,287 +18,417 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$20.3M 429,800 +2,570 +0.6%
APA
22
American Portfolios Advisors
New York
$20.3M 427,978 +32,189 +8%
Citadel Advisors
23
Citadel Advisors
Florida
$19.8M 417,212 +334,847 +407%
OCM
24
One Capital Management
California
$18.6M 393,385 +96,244 +32%
VNA
25
Valley National Advisers
Pennsylvania
$17.8M 376,596 -354,635 -48%
1
2 3 4 5