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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
APWA
301
Atlas Private Wealth Advisors
New Jersey
$16K +$15.9K +325 New
ARMC
302
American Research & Management Company
Massachusetts
$15K
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$14K -$29.5K -603 -69%
WEC
304
Winslow Evans & Crocker
Massachusetts
$14K
RFWA
305
RPg Family Wealth Advisory
Massachusetts
$10.4K
ETI
306
Enterprise Trust & Investment
California
$10K
JFA
307
JNBA Financial Advisors
Minnesota
$10K
NA
308
Nottingham Advisors
New York
$9.01K -$144K -2,938 -2%
AF
309
Advisornet Financial
Minnesota
$6K
PCG
310
Private Capital Group
Connecticut
$6K
GTAM
311
Global Trust Asset Management
Florida
$5K -$49 -1 -0.9%
KFS
312
Kelly Financial Services
Massachusetts
$4.96K
WIM
313
Westside Investment Management
California
$14
DIP
314
DT Investment Partners
Pennsylvania
-$32.8M -683,189 Closed
PWAG
315
Polaris Wealth Advisory Group
California
-$7.72M -160,919 Closed
SI
316
SimpliFi Inc
California
-$4.41M -91,981 Closed
SW
317
SteelPeak Wealth
California
-$2M -41,734 Closed
MHS
318
M Holdings Securities
Oregon
-$1.89M -39,444 Closed
TSS
319
Two Sigma Securities
New York
-$1.08M -22,460 Closed
DWM
320
Destination Wealth Management
California
-$827K -17,248 Closed
MWM
321
Merriman Wealth Management
Washington
-$676K -14,100 Closed
HPC
322
Hobart Private Capital
North Carolina
-$537K -11,202 Closed
HFAS
323
Hummer Financial Advisory Services
Illinois
-$513K -10,700 Closed
PFA
324
Pettinga Financial Advisors
Indiana
-$468K -9,750 Closed
PP
325
PagnatoKarp Partners
Virginia
-$455K -9,484 Closed

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.