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State Street DoubleLine Total Return Tactical ETF

316 hedge funds and large institutions have $2.27B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 98

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

1% more capital invested

Capital invested by funds: $2.24B → $2.27B (+$32.3M)

1% more funds holding

Funds holding: 314316 (+2)

0.51% more ownership

Funds ownership: 70.1%70.61% (+0.51%)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
6.38%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.69%
New
27
Increased
148
Reduced
98
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
251
Centaurus Financial
California
$279K +$46.7K +943 +20%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$278K -$133K -2,676 -32%
RRWA
253
Rainey & Randall Wealth Advisors
Florida
$276K +$278K +5,610 New
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$275K
FFG
255
Ford Financial Group
California
$270K -$843 -17 -0.3%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$266K
QWM
257
QP Wealth Management
New Jersey
$265K
TFGT
258
TS Financial Group (TSFG)
Illinois
$261K +$88.2K +1,779 +51%
PCIA
259
Prime Capital Investment Advisors
Kansas
$254K -$210K -4,233 -45%
FHC
260
First Heartland Consultants
Missouri
$254K +$23.9K +483 +10%
FA
261
Financial Advantage
Maryland
$247K
OFG
262
Oxford Financial Group
Indiana
$242K
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$242K +$182K +3,681 +299%
CPW
264
Catalyst Private Wealth
California
$242K +$243K +4,910 New
OC
265
Oarsman Capital
Wisconsin
$234K -$38.8K -783 -14%
BEC
266
Blue Edge Capital
Virginia
$234K +$3.52K +71 +2%
IC
267
Intersect Capital
California
$228K
SFC
268
SYM Financial Corp
Indiana
$224K
AWMG
269
Alliance Wealth Management Group
New Jersey
$220K
TCM
270
Towercrest Capital Management
Pennsylvania
$220K
CFA
271
Carroll Financial Associates
North Carolina
$218K -$455K -9,186 -67%
BCA
272
Bay Colony Advisors
Massachusetts
$202K
NRI
273
NFP Retirement Inc
California
$200K +$201K +4,059 New
CFGS
274
Concourse Financial Group Securities
Alabama
$192K -$339K -6,847 -64%
NFG
275
Next Financial Group
Texas
$187K +$188K +3,793 New

TOTL Hedge Fund Activity: Q3 2020 in Review

316 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2020, worth a combined $2.27B — up 1.4% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 23 closed out — a net gain of 4 holders — while 148 added to existing stakes and 98 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $51M. The largest seller was JP Morgan Chase, cutting an estimated $17.7M.

  • 316 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2020, up from 314 in Q2 2020.
  • Funds reported $2.27B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2020 and 23 closed out, a net change of +4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2020 was Osaic Holdings, an estimated $51M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2020 was JP Morgan Chase, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2020.