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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
LGWM
51
Litman Gregory Wealth Management
California
$8.42M -$460K -9,289 -5%
PWM
52
Peterson Wealth Management
Nevada
$8.27M +$396K +7,993 +5%
AW
53
ACG Wealth
Georgia
$7.44M +$2.72M +54,834 +57%
HI
54
Horizon Investments
North Carolina
$7.43M +$2.27M +45,769 +43%
CCM
55
Cribstone Capital Management
Maine
$6.96M +$247K +4,987 +4%
SEIA
56
Signature Estate & Investment Advisors
California
$6.9M +$834K +16,821 +14%
PPW
57
Pasadena Private Wealth
California
$6.85M +$2.88M +58,108 +72%
MIAN
58
Mariner Independent Advisor Network
Kansas
$6.84M +$2.14M +43,257 +45%
NEGWA
59
New England Guild Wealth Advisors
Connecticut
$6.8M +$70.9K +1,431 +1%
CP
60
Corbenic Partners
Pennsylvania
$6.75M +$71.9K +1,450 +1%
PAG
61
Private Advisor Group
New Jersey
$6.49M +$1.13M +22,842 +21%
SWM
62
SVA Wealth Management
Wisconsin
$6.39M -$592K -11,944 -8%
PWMAG
63
Pinnacle Wealth Management Advisory Group
New Jersey
$6.3M +$373K +7,530 +6%
CIAS
64
Capital Investment Advisory Services
North Carolina
$6.08M +$382K +7,713 +7%
RWM
65
Reston Wealth Management
Virginia
$6.04M +$37.5K +757 +0.6%
SWP
66
Stratos Wealth Partners
Ohio
$6.03M +$678K +13,673 +13%
WAG
67
Winthrop Advisory Group
Massachusetts
$6.03M -$3.67M -74,032 -38%
TFF
68
The Family Firm
Maryland
$5.77M +$273K +5,499 +5%
LWS
69
Lucia Wealth Services
California
$5.7M +$786K +15,862 +16%
AFG
70
Arkansas Financial Group
Arkansas
$5.61M -$91.8K -1,851 -2%
KC
71
Kingfisher Capital
North Carolina
$5.61M +$238K +4,794 +4%
FC
72
Fusion Capital
South Carolina
$5.6M +$461K +9,298 +9%
FAAS
73
First Allied Advisory Services
California
$5.45M +$158K +3,182 +3%
SIA
74
Strategic Investment Advisors
Michigan
$5.38M +$226K +4,556 +4%
CB
75
Community Bank
New York
$5.35M

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.