We are live on ! Find out more
TOTL icon

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
TCA
326
Transcend Capital Advisors
New Jersey
-$355K -7,410 Closed
GIA
327
Gladstone Institutional Advisory
Florida
-$305K -6,354 Closed
IC
328
Inscription Capital
Texas
-$249K -5,190 Closed
ACP
329
Aveo Capital Partners
Colorado
-$233K -4,860 Closed
PCM
330
Perritt Capital Management
Illinois
-$205K -4,278 Closed
HCA
331
Harbour Capital Advisors
Virginia
-$204K -4,245 Closed
AFA
332
American Financial Advisors
Georgia
-$204K -4,213 Closed
CYG
333
Clean Yield Group
Vermont
-$75K -1,570 Closed
BAM
334
Bellevue Asset Management
Washington
-$64K -1,316 Closed
PW
335
Price Wealth
Texas
-$58K -1,218 Closed
WAP
336
Wealthcare Advisory Partners
Pennsylvania
-$50K -1,038 Closed
AIC
337
Ameritas Investment Company
Nebraska
-$39K -819 Closed
GSWM
338
Golden State Wealth Management
California
-$38K -796 Closed
FGAM
339
Financial Gravity Asset Management
Texas
-$27.5K -574 Closed
VRM
340
Vectors Research Management
New York
-$19K -400 Closed
ASN
341
Advisory Services Network
Georgia
-$19K -396 Closed
SAM
342
S.A. Mason
Michigan
-$9K -195 Closed
CA
343
Clearstead Advisors
Ohio
-$5K -106 Closed
TRCT
344
Tower Research Capital (TRC)
New York
-$5K -100 Closed
NFG
345
Next Financial Group
Texas
-$4K -75 Closed
BCM
346
Blume Capital Management
California
-$2K -58 Closed
Fidelity Investments
347
Fidelity Investments
Massachusetts
+$98 +2 +200%

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.