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State Street DoubleLine Total Return Tactical ETF

353 hedge funds and large institutions have $2.32B invested in State Street DoubleLine Total Return Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 135

0.6% less ownership

Funds ownership: 73.4%72.81% (-0.6%)

4% less capital invested

Capital invested by funds: $2.4B → $2.32B (-$84.9M)

2% less funds holding

Funds holding: 362353 (-9)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
6.2%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
28
Increased
140
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$517K -$20.1K -412 -4%
CWP
227
Curated Wealth Partners
California
$516K
HFAS
228
Hummer Financial Advisory Services
Illinois
$516K
LWPC
229
Legacy Wealth Partners (California)
California
$507K +$78.7K +1,612 +18%
Comerica Bank
230
Comerica Bank
Texas
$488K +$146K +2,999 +42%
KOC
231
Koss-Olinger Consulting
Florida
$478K +$484K +9,912 New
CFG
232
Citizens Financial Group
Rhode Island
$463K +$781 +16 +0.2%
TIM
233
Tortoise Investment Management
New York
$446K +$196K +4,018 +77%
FM
234
Family Management
New York
$433K -$623K -12,766 -59%
IWC
235
Integrated Wealth Concepts
Massachusetts
$426K -$977 -20 -0.2%
DWMG
236
DB Wealth Management Group
California
$418K -$25.7K -526 -6%
VR
237
Viridian RIA
Washington
$417K -$517K -10,578 Closed
Lido Advisors
238
Lido Advisors
California
$413K -$71.1K -1,455 -15%
ECM
239
Evergreen Capital Management
Washington
$401K -$1.66K -34 -0.4%
TFM
240
TFC Financial Management
Massachusetts
$401K +$347K +7,103 +585%
FFA
241
Fragasso Financial Advisors
Pennsylvania
$398K +$1.51K +31 +0.4%
MWA
242
Moser Wealth Advisors
Washington
$392K
EH
243
Equitable Holdings
New York
$377K -$34.2K -700 -8%
BMCM
244
Bryn Mawr Capital Management
Pennsylvania
$362K
SPIA
245
Steward Partners Investment Advisory
New York
$354K -$1.72M -35,230 -83%
FA
246
Faithward Advisors
Pennsylvania
$354K -$81.3K -1,665 -18%
CI
247
CX Institutional
Indiana
$353K -$16.4K -336 -4%
AWM
248
Aries Wealth Management
Maine
$351K +$65.2K +1,335 +23%
PFS
249
Prospera Financial Services
Texas
$349K +$353K +7,232 New
FA
250
Financial Advantage
Maryland
$342K

TOTL Hedge Fund Activity: Q1 2021 in Review

353 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2021, worth a combined $2.32B — down 3.5% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of TOTL and 28 opened new positions — a net loss of 4 holders — while 135 trimmed existing stakes and 140 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $28.5M. The largest seller was Morgan Stanley, cutting an estimated $18.9M.

  • 353 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2021, down from 362 in Q4 2020.
  • Funds reported $2.32B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2021, down 3.5% quarter-over-quarter.
  • 28 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2021 and 32 closed out, a net change of -4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2021 was Citadel Advisors, an estimated $28.5M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2021 was Morgan Stanley, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2021.