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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
PA
26
Pinnacle Associates
New York
$19.6M +$910K +18,441 +5%
APC
27
Aspire Private Capital
North Carolina
$19.5M -$702K -14,235 -3%
GC
28
Grimes & Company
Massachusetts
$17.7M -$1.06M -21,549 -6%
VC
29
Vicus Capital
Pennsylvania
$17.5M -$30.6K -620 -0.2%
AW
30
ACG Wealth
Georgia
$16.4M +$8.99M +182,189 +121%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$16.3M +$757K +15,347 +5%
APA
32
American Portfolios Advisors
New York
$16.2M +$993K +20,125 +7%
QA
33
Quantitative Advantage
Minnesota
$14.7M +$84.9K +1,721 +0.6%
HFM
34
Hartford Financial Management
Connecticut
$14.5M +$1.12M +22,695 +8%
OAM
35
Occidental Asset Management
California
$14.5M +$236K +4,775 +2%
GJIC
36
Gamble Jones Investment Counsel
California
$14M +$721K +14,612 +5%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$13.9M +$2.05M +41,557 +17%
ACI
38
Alpha Cubed Investments
California
$13.6M -$677K -13,729 -5%
JWBC
39
John W. Brooker & Co
California
$13.6M -$3.84M -77,908 -22%
HFA
40
HC Financial Advisors
California
$12.7M +$144K +2,917 +1%
SB
41
Strategic Blueprint
Georgia
$12.4M +$1.93M +39,123 +18%
IA
42
IFP Advisors
Florida
$11.8M +$11.4M +231,263 +2,833%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$11.8M +$812K +16,466 +7%
GAM
44
Gemmer Asset Management
California
$11.7M -$573K -11,616 -5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$11.7M +$9.25M +187,617 +373%
KF
46
Krilogy Financial
Missouri
$11.5M +$578K +11,728 +5%
RJA
47
Raymond James & Associates
Florida
$11M +$958K +19,413 +10%
BJ
48
Brouwer & Janachowski
California
$10.6M -$529K -10,720 -5%
WB
49
Webster Bank
Connecticut
$10.1M -$170K -3,447 -2%
PAG
50
Private Advisor Group
New Jersey
$9.76M +$3.28M +66,504 +51%

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.