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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
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$156K
WWMSC
302
Wagner Wealth Management (South Carolina)
South Carolina
$146K -$26.4K -541 -15%
PB
303
Pinnacle Bancorp
Nebraska
$128K +$98 +2 +0.1%
BWP
304
Baldwin Wealth Partners
Massachusetts
$123K +$19.9K +407 +19%
NC
305
NewSquare Capital
Pennsylvania
$118K
MA
306
MCF Advisors
Kentucky
$112K -$26.5K -542 -19%
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$99K +$101K +2,064 New
TFGT
308
TS Financial Group (TSFG)
Illinois
$87K -$149K -3,046 -63%
CFGS
309
Concourse Financial Group Securities
Alabama
$86K -$90.3K -1,849 -51%
PCG
310
Private Capital Group
Connecticut
$83K +$83.6K +1,712 New
AIC
311
Archer Investment Corporation
Indiana
$82.7K
FA
312
Financial Avengers
California
$72K -$36.6K -750 -33%
JFGIW
313
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K +$70.8K +1,450 New
SWM
314
Spire Wealth Management
Virginia
$69K +$69.4K +1,422 New
PG
315
Proffitt & Goodson
Tennessee
$65K
WT
316
Washington Trust
Rhode Island
$61K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$61K +$2.93K +60 +5%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.3K
AA
319
Ancora Advisors
Ohio
$49K
RFA
320
Reilly Financial Advisors
California
$48K
BAM
321
Bellevue Asset Management
Washington
$45K +$45.6K +934 New
AWM
322
Accel Wealth Management
Iowa
$44K
AP
323
Atwood & Palmer
Missouri
$44K
RWB
324
RMR Wealth Builders
New Jersey
$39K
FCM
325
Firestone Capital Management
Florida
$35K +$10.4K +213 +42%

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.