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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
SFS
301
Sowell Financial Services
Arkansas
$20K -$793 -16 -4%
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
GFPC
303
Global Financial Private Client
Florida
$18.8K -$563K -11,358 -97%
TFA
304
Toth Financial Advisory
Virginia
$17K
APWA
305
Atlas Private Wealth Advisors
New Jersey
$16K
APWM
306
Atlas Private Wealth Management
New York
$16K
WEC
307
Winslow Evans & Crocker
Massachusetts
$14K
Koshinski Asset Management
308
Koshinski Asset Management
Illinois
$11K +$3.38M +68,119 +44%
RFWA
309
RPg Family Wealth Advisory
Massachusetts
$10.4K
ETI
310
Enterprise Trust & Investment
California
$10K
JFA
311
JNBA Financial Advisors
Minnesota
$10K
PNC Financial Services Group
312
PNC Financial Services Group
Pennsylvania
$7K -$6.05K -122 -45%
GI
313
Gradient Investments
Minnesota
$7K +$7.49K +151 New
PCG
314
Private Capital Group
Connecticut
$6K
GTAM
315
Global Trust Asset Management
Florida
$5K +$50 +1 +0.9%
KFS
316
Kelly Financial Services
Massachusetts
$4.93K
BWA
317
BDO Wealth Advisors
Florida
$2K +$2.48K +50 New
WIM
318
Westside Investment Management
California
$44 +$29.7K +600 +200%
Citadel Advisors
319
Citadel Advisors
Florida
-$11.4M -229,133 Closed
OCPWS
320
One Charles Private Wealth Services
Massachusetts
-$2.25M -45,138 Closed
SAM
321
Stringer Asset Management
Tennessee
-$2.1M -42,303 Closed
SC
322
Scotia Capital
Ontario, Canada
-$1.23M -24,049 Closed
TFA
323
Transamerica Financial Advisors
Florida
-$1.01M -20,325 Closed
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
-$560K -11,294 Closed
GM
325
GeoWealth Management
Illinois
-$418K -8,434 Closed

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.