We are live on ! Find out more
TOTL icon

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
GTAM
351
Global Trust Asset Management
Florida
$5K +$197 +4 +4%
BWM
352
Baystate Wealth Management
Massachusetts
$5K +$5.43K +110 New
KFS
353
Kelly Financial Services
Massachusetts
$4.93K
MCC
354
Money Concepts Capital
Florida
$4K +$3.75K +76 New
IA
355
Inspire Advisors
Idaho
$4K +$4.14K +84 New
PA
356
Parallel Advisors
California
$2K -$38.6K -783 -95%
BWA
357
BDO Wealth Advisors
Florida
$2K
CRI
358
Colonial River Investments
Virginia
$1.2K +$1.2M +24,300 New
FGAM
359
Financial Gravity Asset Management
Texas
$1K +$888 +18 New
S
360
SignatureFD
Georgia
$1K +$937 +19 New
NDSI
361
Newman Dignan & Sheerar Inc
Rhode Island
$538 +$20.8K +422 +4%
WIM
362
Westside Investment Management
California
$44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
363
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.86M -200,000 Closed
HI
364
Horizon Investments
North Carolina
-$7.43M -151,376 Closed
LSPW
365
Lake Street Private Wealth
Illinois
-$2.82M -57,243 Closed
CWM
366
Cabot Wealth Management
Massachusetts
-$2M -40,577 Closed
AI
367
Atria Investments
North Carolina
-$1.1M -22,285 Closed
CCM
368
Covington Capital Management
California
-$585K -11,867 Closed
HAIM
369
Hunter Associates Investment Management
Pennsylvania
-$527K -10,680 Closed
ACM
370
Avalon Capital Management
California
-$508K -10,300 Closed
ACP
371
Aveo Capital Partners
Colorado
-$321K -6,509 Closed
AAS
372
Avantax Advisory Services
Texas
-$289K -5,864 Closed
CFA
373
Carroll Financial Associates
North Carolina
-$218K -4,435 Closed
NRI
374
NFP Retirement Inc
California
-$200K -4,059 Closed
GSWM
375
Golden State Wealth Management
California
-$123K -2,490 Closed

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.