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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
WP
326
WealthShield Partners
North Carolina
$30K +$30.1K +616 New
CWM
327
Cranbrook Wealth Management
Michigan
$29K
MAM
328
McCarthy Asset Management
California
$28K -$6.79K -139 -19%
PNC Financial Services Group
329
PNC Financial Services Group
Pennsylvania
$26K -$7.33K -150 -21%
CAGAS
330
Capital Advisory Group Advisory Services
Minnesota
$24K
TCM
331
TD Capital Management
Tennessee
$23K -$146 -3 -0.6%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$34.8K -712 -63%
EFSCE
333
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
IAIM
334
International Assets Investment Management
Florida
$19K +$9.52K +195 +100%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$17K -$410K -8,388 -96%
TFA
336
Toth Financial Advisory
Virginia
$17K
APWA
337
Atlas Private Wealth Advisors
New Jersey
$16K
APWM
338
Atlas Private Wealth Management
New York
$15K -$977 -20 -6%
ARMC
339
American Research & Management Company
Massachusetts
$15K
DAC
340
Dividend Assets Capital
South Carolina
$15K
FPW
341
Flagship Private Wealth
Massachusetts
$13.9K
ETI
342
Enterprise Trust & Investment
California
$10K
SWA
343
SOA Wealth Advisors
New York
$9K
BWM
344
Baystate Wealth Management
Massachusetts
$9K +$4.05K +83 +75%
EIP
345
Ellis Investment Partners
Pennsylvania
$8K +$8.35K +171 New
GTAM
346
Global Trust Asset Management
Florida
$5K +$146 +3 +3%
TCWM
347
Total Clarity Wealth Management
Illinois
$5K +$4.88K +100 New
KFS
348
Kelly Financial Services
Massachusetts
$4.82K
EWM
349
Elmwood Wealth Management
California
$4K +$3.66K +75 New
SFS
350
Sowell Financial Services
Arkansas
$3K -$16.7K -342 -85%

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.