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State Street DoubleLine Total Return Tactical ETF

362 hedge funds and large institutions have $2.4B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 115 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 115

15% more funds holding

Funds holding: 316362 (+46)

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

6% more capital invested

Capital invested by funds: $2.27B → $2.4B (+$133M)

2.79% more ownership

Funds ownership: 70.61%73.4% (+2.8%)

Holders
362
Holders Change
+46
Holders Change %
+14.56%
% of All Funds
6.41%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.65%
New
69
Increased
142
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
326
Winslow Evans & Crocker
Massachusetts
$45K +$31.1K +630 +225%
AWM
327
Accel Wealth Management
Iowa
$45K +$45.4K +920 New
SIAG
328
Safeguard Investment Advisory Group
California
$39K +$39.4K +799 New
RWB
329
RMR Wealth Builders
New Jersey
$39K +$39.5K +800 New
MAM
330
McCarthy Asset Management
California
$36K +$35.6K +721 New
PNC Financial Services Group
331
PNC Financial Services Group
Pennsylvania
$35K +$27K +548 +361%
CWM
332
Cranbrook Wealth Management
Michigan
$30K +$29.6K +601 New
CAGAS
333
Capital Advisory Group Advisory Services
Minnesota
$25K +$24.7K +500 New
FCM
334
Firestone Capital Management
Florida
$25K +$24.8K +503 New
TCM
335
TD Capital Management
Tennessee
$24K -$1.13K -23 -4%
ASN
336
Advisory Services Network
Georgia
$21K
EFSCE
337
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
SFS
338
Sowell Financial Services
Arkansas
$20K +$197 +4 +1%
TFA
339
Toth Financial Advisory
Virginia
$17K
APWA
340
Atlas Private Wealth Advisors
New Jersey
$16K
APWM
341
Atlas Private Wealth Management
New York
$16K
ARMC
342
American Research & Management Company
Massachusetts
$15K +$15K +305 New
DAC
343
Dividend Assets Capital
South Carolina
$15K +$15.3K +310 New
FPW
344
Flagship Private Wealth
Massachusetts
$14.2K +$14.2K +288 New
RFWA
345
RPg Family Wealth Advisory
Massachusetts
$10.3K
ETI
346
Enterprise Trust & Investment
California
$10K
JFA
347
JNBA Financial Advisors
Minnesota
$10K
IAIM
348
International Assets Investment Management
Florida
$10K +$9.62K +195 New
SWA
349
SOA Wealth Advisors
New York
$9K +$9.91K +201 New
GI
350
Gradient Investments
Minnesota
$7K

TOTL Hedge Fund Activity: Q4 2020 in Review

362 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2020, worth a combined $2.4B — up 5.9% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TOTL positions and 19 closed out — a net gain of 50 holders — while 142 added to existing stakes and 115 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $19.2M. The largest seller was Osaic Holdings, cutting an estimated $20.4M.

  • 362 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2020, up from 316 in Q3 2020.
  • Funds reported $2.4B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2020, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2020 and 19 closed out, a net change of +50 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2020 was Qube Research & Technologies (QRT), an estimated $19.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2020 was Osaic Holdings, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2020.