We are live on ! Find out more
TOTL icon

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
Bessemer Group
351
Bessemer Group
New Jersey
$3K +$3.38K +70 New
DAC
352
Dividend Assets Capital
South Carolina
$2K -$13.2K -274 -88%
BWA
353
BDO Wealth Advisors
Florida
$2K
PA
354
Parallel Advisors
California
$2K
AW
355
Alaethes Wealth
Nevada
$1K +$1.35K +28 New
WIM
356
Westside Investment Management
California
$43
PP
357
Paloma Partners
Connecticut
-$3.38M -70,000 Closed
CA
358
Cornerstone Advisory
Maryland
-$2.29M -47,488 Closed
Deutsche Bank
359
Deutsche Bank
Germany
-$1.22M -25,338 Closed
HVM
360
Harvest Volatility Management
Connecticut
-$881K -18,274 Closed
Truist Financial
361
Truist Financial
North Carolina
-$527K -10,937 Closed
CWP
362
Curated Wealth Partners
California
-$516K -10,700 Closed
LWPC
363
Legacy Wealth Partners (California)
California
-$507K -10,521 Closed
MWA
364
Moser Wealth Advisors
Washington
-$392K -8,125 Closed
KCM
365
Karp Capital Management
California
-$341K -7,072 Closed
HBCM
366
Heron Bay Capital Management
Michigan
-$281K -5,819 Closed
KWA
367
KCS Wealth Advisory
California
-$278K -5,765 Closed
AWM
368
AE Wealth Management
Kansas
-$241K -4,997 Closed
AIC
369
Ameritas Investment Company
Nebraska
-$239K -4,953 Closed
OFG
370
Oxford Financial Group
Indiana
-$236K -4,902 Closed
BEC
371
Blue Edge Capital
Virginia
-$233K -4,843 Closed
PCIA
372
Prime Capital Investment Advisors
Kansas
-$168K -3,489 Closed
WAP
373
Wealthcare Advisory Partners
Pennsylvania
-$99K -2,064 Closed
AIC
374
Archer Investment Corporation
Indiana
-$82.7K -1,716 Closed
AA
375
Ancora Advisors
Ohio
-$49K -1,025 Closed

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.