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State Street DoubleLine Total Return Tactical ETF

355 hedge funds and large institutions have $2.37B invested in State Street DoubleLine Total Return Tactical ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 131 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

1.71% more ownership

Funds ownership: 72.81%74.51% (+1.7%)

3% more capital invested

Capital invested by funds: $2.32B → $2.37B (+$58M)

1% more funds holding

Funds holding: 353355 (+2)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 145

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

Holders
355
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
6.18%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.5%
New
35
Increased
131
Reduced
145
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Cranbrook Wealth Management
Michigan
$29K
CAGAS
327
Capital Advisory Group Advisory Services
Minnesota
$24K
HWMA
328
Heritage Wealth Management (Arizona)
Arizona
$24K +$23.5K +486 New
OIA
329
Optimum Investment Advisors
Illinois
$24K +$24.2K +500 New
MAM
330
McCarthy Asset Management
California
$22K -$5.8K -120 -21%
TCM
331
TD Capital Management
Tennessee
$22K -$1.21K -25 -5%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$20K
CH
333
Canton Hathaway
Rhode Island
$20K +$20.1K +416 New
TFA
334
Toth Financial Advisory
Virginia
$17K
CDIA
335
Capital Directions Investment Advisors
Georgia
$17K +$16.6K +344 New
DWMG
336
DB Wealth Management Group
California
$16K -$403K -8,342 -96%
APWA
337
Atlas Private Wealth Advisors
New Jersey
$16K
ASN
338
Advisory Services Network
Georgia
$16K +$16.2K +336 New
ARMC
339
American Research & Management Company
Massachusetts
$15K
FPW
340
Flagship Private Wealth
Massachusetts
$13.4K -$580 -12 -4%
RFWA
341
RPg Family Wealth Advisory
Massachusetts
$10.2K +$10.2K +210 New
LGWM
342
Litman Gregory Wealth Management
California
$9.97K -$8.89M -183,809 -95%
SWA
343
SOA Wealth Advisors
New York
$9K
YAL
344
Your Advocates Ltd
Texas
$9K +$6.04K +125 +208%
LPWM
345
Lake Point Wealth Management
Texas
$9K +$8.66K +179 New
EIP
346
Ellis Investment Partners
Pennsylvania
$8K
BU
347
BBVA USA
Alabama
$7K +$7.11K +147 New
GI
348
Gradient Investments
Minnesota
$6K +$5.9K +122 New
BWM
349
Baystate Wealth Management
Massachusetts
$5K -$4.25K -88 -46%
GTAM
350
Global Trust Asset Management
Florida
$4K -$1.21K -25 -22%

TOTL Hedge Fund Activity: Q2 2021 in Review

355 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2021, worth a combined $2.37B — up 2.5% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TOTL positions and 28 closed out — a net gain of 7 holders — while 131 added to existing stakes and 145 trimmed.

The largest buyer was Jane Street, adding an estimated $50.1M. The largest seller was Wells Fargo, cutting an estimated $22.6M.

  • 355 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2021, up from 353 in Q1 2021.
  • Funds reported $2.37B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 35 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2021 and 28 closed out, a net change of +7 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2021 was Jane Street, an estimated $50.1M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2021 was Wells Fargo, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2021.