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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
KCM
251
Karp Capital Management
California
$341K -$1.78M -36,532 -84%
BCM
252
Brookstone Capital Management
Illinois
$341K +$345K +7,064 New
HCIA
253
Hochman Cole Investment Advisors
Illinois
$340K +$344K +7,053 New
FCCM
254
First City Capital Management
Georgia
$335K -$14.2K -290 -4%
CAN
255
Cetera Advisor Networks
California
$323K -$126K -2,580 -28%
SPC
256
Sigma Planning Corp
Michigan
$323K -$28.6K -585 -8%
1IA
257
1834 Investment Advisors
Wisconsin
$321K
KCA
258
Karn Couzens & Associates
Connecticut
$316K
CC
259
Courier Capital
New York
$304K
SPL
260
Smart Portfolios LLC
Washington
$296K -$70.7K -1,448 -19%
TAM
261
Tucker Asset Management
Colorado
$293K +$233K +4,762 +362%
OIA
262
OneDigital Investment Advisors
Kansas
$290K -$4.88K -100 -2%
HBCM
263
Heron Bay Capital Management
Michigan
$281K -$324K -6,637 -53%
KWM
264
Kingsview Wealth Management
Oregon
$281K -$137K -2,800 -32%
Citigroup
265
Citigroup
New York
$279K +$43.7K +895 +18%
KWA
266
KCS Wealth Advisory
California
$278K -$217K -4,446 -44%
MOS
267
MGO One Seven
Ohio
$277K -$10.9K -224 -4%
BPA
268
Beacon Pointe Advisors
California
$275K -$31.4K -642 -10%
FHC
269
First Heartland Consultants
Missouri
$273K +$9.28K +190 +3%
RRWA
270
Rainey & Randall Wealth Advisors
Florida
$270K
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$268K -$49.3K -1,009 -15%
FWM
272
Frontier Wealth Management
Missouri
$267K
FFG
273
Ford Financial Group
California
$267K +$1.07K +22 +0.4%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$266K
BCA
275
Bay Colony Advisors
Massachusetts
$264K +$50.3K +1,030 +23%

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.