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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
FWM
251
Frontier Wealth Management
Missouri
$280K +$277K +5,652 New
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$276K
OC
253
Oarsman Capital
Wisconsin
$274K +$271K +5,531 New
FFG
254
Ford Financial Group
California
$272K -$17.8K -363 -6%
QWM
255
QP Wealth Management
New Jersey
$266K -$1.18K -24 -0.4%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$266K
OAJ
257
Ogorek Anthony Joseph
New York
$259K
SS
258
Simplicity Solutions
Minnesota
$256K +$253K +5,166 New
Principal Financial Group
259
Principal Financial Group
Iowa
$254K -$72.3K -1,476 -22%
FA
260
Financial Advantage
Maryland
$248K
OFG
261
Oxford Financial Group
Indiana
$243K
OC
262
Oppenheimer & Co
New York
$240K -$13.9K -284 -6%
CF
263
Centaurus Financial
California
$233K -$50.2K -1,025 -18%
BEC
264
Blue Edge Capital
Virginia
$231K
FHC
265
First Heartland Consultants
Missouri
$231K -$4.36K -89 -2%
IC
266
Intersect Capital
California
$229K -$20.1K -410 -8%
SFC
267
SYM Financial Corp
Indiana
$225K -$9.6K -196 -4%
AWMG
268
Alliance Wealth Management Group
New Jersey
$221K +$219K +4,462 New
TCM
269
Towercrest Capital Management
Pennsylvania
$221K +$219K +4,462 New
BCA
270
Bay Colony Advisors
Massachusetts
$203K +$201K +4,096 New
MIC
271
Means Investment Company
Maine
$202K -$28.3K -578 -12%
TFGT
272
TS Financial Group (TSFG)
Illinois
$174K +$17.8K +364 +12%
PP
273
Pacifica Partners
Canada
$154K -$16.6K -339 -10%
M
274
MOTCO
Texas
$148K +$7.2K +147 +5%
BWP
275
Baldwin Wealth Partners
Massachusetts
$128K

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.