We are live on ! Find out more
TOTL icon

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
YAL
351
Your Advocates Ltd
Texas
$3K +$2.93K +60 New
MCC
352
Money Concepts Capital
Florida
$2K -$1.47K -30 -39%
BWA
353
BDO Wealth Advisors
Florida
$2K
PA
354
Parallel Advisors
California
$2K
FGAM
355
Financial Gravity Asset Management
Texas
$981 +$98 +2 +11%
WIM
356
Westside Investment Management
California
$43
OAM
357
Occidental Asset Management
California
-$14.5M -294,698 Closed
AFG
358
Arkansas Financial Group
Arkansas
-$5.72M -115,994 Closed
BCM
359
Beaumont Capital Management
Massachusetts
-$3.09M -62,684 Closed
LFF
360
Level Four Financial
Texas
-$2.5M -50,634 Closed
FFWM
361
Future Financial Wealth Management
Ohio
-$1.52M -30,938 Closed
GMA
362
Goldstein Munger & Associates
California
-$1.51M -30,557 Closed
KA
363
Kercheville Advisors
Texas
-$1.18M -24,000 Closed
SFG
364
SNS Financial Group
Minnesota
-$974K -19,763 Closed
KCPG
365
Kavar Capital Partners Group
Kansas
-$394K -8,000 Closed
MW
366
Marcum Wealth
Ohio
-$376K -7,636 Closed
FTUS
367
Flow Traders U.S.
New York
-$338K -6,853 Closed
TSS
368
Two Sigma Securities
New York
-$334K -6,782 Closed
CF
369
Centaurus Financial
California
-$302K -6,131 Closed
RCA
370
Reitz Capital Advisors
Michigan
-$301K -6,110 Closed
QWM
371
QP Wealth Management
New Jersey
-$269K -5,455 Closed
CPW
372
Catalyst Private Wealth
California
-$267K -5,410 Closed
FIM
373
FWL Investment Management
Texas
-$251K -5,087 Closed
ST
374
Sabal Trust
Florida
-$246K -5,000 Closed
OC
375
Oarsman Capital
Wisconsin
-$234K -4,754 Closed

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.