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State Street DoubleLine Total Return Tactical ETF

314 hedge funds and large institutions have $2.24B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 134 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 110

4% more capital invested

Capital invested by funds: $2.14B → $2.24B (+$95.2M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 320314 (-6)

22% less funds holding in top 10

Funds holding in top 10: 4636 (-10)

53.62% less ownership

Funds ownership: 123.72%70.1% (-54%)

Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
6.44%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.74%
New
32
Increased
134
Reduced
110
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
51
Litman Gregory Wealth Management
California
$8.92M +$146K +2,975 +2%
PWM
52
Peterson Wealth Management
Nevada
$7.91M +$215K +4,381 +3%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$7.65M +$2.27M +46,402 +43%
CI
54
CX Institutional
Indiana
$7.17M -$3.62M -73,961 -34%
PAI
55
Pittenger & Anderson Inc
Nebraska
$7.12M +$509K +10,388 +8%
SWM
56
SVA Wealth Management
Wisconsin
$7.02M +$1.44M +29,376 +26%
NEGWA
57
New England Guild Wealth Advisors
Connecticut
$6.76M -$29.1K -595 -0.4%
CCM
58
Cribstone Capital Management
Maine
$6.75M +$188K +3,838 +3%
CP
59
Corbenic Partners
Pennsylvania
$6.71M +$6.64M +135,445 New
SEIA
60
Signature Estate & Investment Advisors
California
$6.1M +$1.05M +21,513 +21%
SB
61
Strategic Blueprint
Georgia
$6.09M +$941K +19,204 +19%
RWM
62
Reston Wealth Management
Virginia
$6.03M +$417K +8,515 +8%
PWMAG
63
Pinnacle Wealth Management Advisory Group
New Jersey
$5.96M +$571K +11,664 +11%
GCA
64
Greenwood Capital Associates
South Carolina
$5.74M -$589K -12,025 -9%
AFG
65
Arkansas Financial Group
Arkansas
$5.73M -$195K -3,978 -3%
CIAS
66
Capital Investment Advisory Services
North Carolina
$5.72M +$35.5K +725 +0.6%
BA
67
Ballew Advisors
Mississippi
$5.72M -$486K -9,925 -8%
TFF
68
The Family Firm
Maryland
$5.53M -$13.3K -271 -0.2%
KC
69
Kingfisher Capital
North Carolina
$5.39M +$342K +6,975 +7%
PAG
70
Private Advisor Group
New Jersey
$5.39M +$2.04M +41,596 +62%
SWP
71
Stratos Wealth Partners
Ohio
$5.38M +$5.32M +108,639 New
CB
72
Community Bank
New York
$5.38M
FFA
73
First Foundation Advisors
California
$5.35M +$1.95M +39,807 +58%
FAAS
74
First Allied Advisory Services
California
$5.32M -$119K -2,431 -2%
FFS
75
Founders Financial Securities
Maryland
$5.23M +$3.99M +81,370 +336%

TOTL Hedge Fund Activity: Q2 2020 in Review

314 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2020, worth a combined $2.24B — up 4.4% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TOTL and 32 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 134 added.

The largest buyer was Focused Wealth Management, adding an estimated $35.7M. The largest seller was Osaic Holdings, cutting an estimated $1.58B.

  • 314 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2020, down from 320 in Q1 2020.
  • Funds reported $2.24B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2020, up 4.4% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2020 and 34 closed out, a net change of -2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2020 was Focused Wealth Management, an estimated $35.7M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2020 was Osaic Holdings, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2020.