We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

316 hedge funds and large institutions have $2.27B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 98

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

1% more capital invested

Capital invested by funds: $2.24B → $2.27B (+$32.3M)

1% more funds holding

Funds holding: 314316 (+2)

0.51% more ownership

Funds ownership: 70.1%70.61% (+0.51%)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
6.38%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.69%
New
27
Increased
148
Reduced
98
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
26
John W. Brooker & Co
California
$17.4M -$1.51M -30,540 -8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$15.5M -$1.08M -21,689 -6%
APA
28
American Portfolios Advisors
New York
$15.2M +$1.38M +27,796 +10%
QA
29
Quantitative Advantage
Minnesota
$14.7M +$865K +17,440 +6%
OAM
30
Occidental Asset Management
California
$14.3M +$1.72M +34,686 +14%
ACI
31
Alpha Cubed Investments
California
$14.3M +$439K +8,860 +3%
HFM
32
Hartford Financial Management
Connecticut
$13.4M +$1.33M +26,750 +11%
GJIC
33
Gamble Jones Investment Counsel
California
$13.3M +$432K +8,705 +3%
HFA
34
HC Financial Advisors
California
$12.6M +$2.32M +46,878 +23%
GAM
35
Gemmer Asset Management
California
$12.3M -$371K -7,491 -3%
BFA
36
Beaumont Financial Advisors
Massachusetts
$12.2M +$166K +3,348 +1%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$11.9M +$1.2M +24,148 +11%
NC
38
NewSquare Capital
Pennsylvania
$11.4M +$883K +17,810 +8%
BJ
39
Brouwer & Janachowski
California
$11.2M -$259K -5,232 -2%
KF
40
Krilogy Financial
Missouri
$11M +$616K +12,431 +6%
SB
41
Strategic Blueprint
Georgia
$10.5M +$4.45M +89,744 +73%
WB
42
Webster Bank
Connecticut
$10.3M -$947K -19,095 -8%
AssetMark Inc
43
AssetMark Inc
California
$10.2M -$672K -13,562 -6%
RJA
44
Raymond James & Associates
Florida
$10M -$10.5M -211,976 -51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
45
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.86M +$9.91M +200,000 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$9.71M +$748K +15,097 +8%
LFPWM
47
Leicht Financial Planning & Wealth Management
New Jersey
$9.62M -$799K -16,119 -8%
NA
48
Nottingham Advisors
New York
$9.47M +$482K +9,715 +5%
BZWA
49
Blue Zone Wealth Advisors
California
$9.36M -$4.69M -94,551 -33%
HFS
50
Horizon Financial Services
North Carolina
$8.44M +$8.48M +171,125 New

TOTL Hedge Fund Activity: Q3 2020 in Review

316 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2020, worth a combined $2.27B — up 1.4% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 23 closed out — a net gain of 4 holders — while 148 added to existing stakes and 98 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $51M. The largest seller was JP Morgan Chase, cutting an estimated $17.7M.

  • 316 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2020, up from 314 in Q2 2020.
  • Funds reported $2.27B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2020 and 23 closed out, a net change of +4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2020 was Osaic Holdings, an estimated $51M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2020 was JP Morgan Chase, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2020.