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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
DAM
276
Deltec Asset Management
New York
$260K
IFWM
277
Institute for Wealth Management
Colorado
$259K -$29.2K -597 -10%
SFC
278
SYM Financial Corp
Indiana
$248K +$27K +553 +12%
AWM
279
AE Wealth Management
Kansas
$241K -$89.3K -1,829 -27%
AIC
280
Ameritas Investment Company
Nebraska
$239K +$242K +4,953 New
OFG
281
Oxford Financial Group
Indiana
$236K
BEC
282
Blue Edge Capital
Virginia
$233K +$2.44K +50 +1%
IC
283
Intersect Capital
California
$223K
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
$221K -$11.4M -233,290 -98%
VCM
285
Virtue Capital Management
Tennessee
$216K -$204K -4,177 -48%
AWMG
286
Alliance Wealth Management Group
New Jersey
$215K
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$215K
TCM
288
Towercrest Capital Management
Pennsylvania
$215K
OWA
289
Opal Wealth Advisors
New York
$215K +$218K +4,459 New
PAI
290
Pittenger & Anderson Inc
Nebraska
$207K -$91.6K -1,875 -30%
SAS
291
Stelac Advisory Services
New York
$196K +$199K +4,065 New
NFG
292
Next Financial Group
Texas
$187K +$4.69K +96 +3%
FA
293
Fortis Advisors
Pennsylvania
$183K +$186K +3,805 New
AL
294
ADE LLC
Maryland
$180K
OAJ
295
Ogorek Anthony Joseph
New York
$171K -$8.25K -169 -5%
PCIA
296
Prime Capital Investment Advisors
Kansas
$168K -$59.8K -1,225 -26%
MA
297
Montag & Associates
Georgia
$168K +$19.4K +398 +13%
PP
298
Pacifica Partners
Canada
$167K -$7.18K -147 -4%
CAL
299
Capital Analysts LLC
Pennsylvania
$163K -$125K -2,565 -43%
GAM
300
Gemmer Asset Management
California
$161K -$11.5M -234,786 -99%

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.