We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

314 hedge funds and large institutions have $2.24B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 134 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 110

4% more capital invested

Capital invested by funds: $2.14B → $2.24B (+$95.2M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 320314 (-6)

22% less funds holding in top 10

Funds holding in top 10: 4636 (-10)

53.62% less ownership

Funds ownership: 123.72%70.1% (-54%)

Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
6.44%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.74%
New
32
Increased
134
Reduced
110
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
Howard Financial Services
Texas
$456K +$8.92K +182 +2%
AWA
227
Arkadios Wealth Advisors
Georgia
$455K +$449K +9,174 New
GM
228
GeoWealth Management
Illinois
$418K +$413K +8,434 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$411K -$723K -14,750 -64%
EFS
230
Essex Financial Services
Connecticut
$410K -$100K -2,047 -20%
OMC
231
Old Mission Capital
Illinois
$400K +$396K +8,075 New
SPL
232
Smart Portfolios LLC
Washington
$398K -$7.25K -148 -2%
IA
233
IFP Advisors
Florida
$387K -$3.04K -62 -0.8%
IFWM
234
Institute for Wealth Management
Colorado
$380K -$36.4K -744 -9%
SPC
235
Sigma Planning Corp
Michigan
$363K +$686 +14 +0.2%
FFA
236
Fragasso Financial Advisors
Pennsylvania
$357K +$69.1K +1,410 +25%
EWM
237
EPG Wealth Management
Georgia
$354K +$2.55K +52 +0.7%
Comerica Bank
238
Comerica Bank
Texas
$350K
Jane Street
239
Jane Street
New York
$349K +$345K +7,041 New
CAM
240
Cresset Asset Management
Illinois
$344K +$340K +6,949 New
KWM
241
Kingsview Wealth Management
Oregon
$340K +$337K +6,870 New
TCM
242
TD Capital Management
Tennessee
$334K +$2.5K +51 +0.8%
1IA
243
1834 Investment Advisors
Wisconsin
$330K
BMCM
244
Bryn Mawr Capital Management
Pennsylvania
$327K
CAL
245
Capital Analysts LLC
Pennsylvania
$324K -$7.4K -151 -2%
Citigroup
246
Citigroup
New York
$301K -$46.1K -941 -13%
AL
247
Aspiriant LLC
California
$298K -$223K -4,549 -43%
AWM
248
Aries Wealth Management
Maine
$294K +$40.8K +833 +16%
CA
249
Continuum Advisory
Idaho
$284K -$34K -693 -11%
FCCM
250
First City Capital Management
Georgia
$281K +$10.4K +213 +4%

TOTL Hedge Fund Activity: Q2 2020 in Review

314 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2020, worth a combined $2.24B — up 4.4% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TOTL and 32 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 134 added.

The largest buyer was Focused Wealth Management, adding an estimated $35.7M. The largest seller was Osaic Holdings, cutting an estimated $1.58B.

  • 314 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2020, down from 320 in Q1 2020.
  • Funds reported $2.24B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2020, up 4.4% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2020 and 34 closed out, a net change of -2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2020 was Focused Wealth Management, an estimated $35.7M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2020 was Osaic Holdings, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2020.