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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
LGWM
51
Litman Gregory Wealth Management
California
$9.17M +$760K +15,407 +9%
DSAM
52
Dock Street Asset Management
Florida
$9.07M +$9.08M +184,001 New
CPWM
53
Cardinal Point Wealth Management
California
$8.81M +$8.82M +178,779 New
LFPWM
54
Leicht Financial Planning & Wealth Management
New Jersey
$8.8M -$824K -16,698 -9%
PWM
55
Peterson Wealth Management
Nevada
$8.48M +$213K +4,320 +3%
HFS
56
Horizon Financial Services
North Carolina
$8.41M -$24.7K -501 -0.3%
NA
57
Nottingham Advisors
New York
$8.27M -$1.19M -24,223 -13%
AssetMark Inc
58
AssetMark Inc
California
$7.5M -$2.66M -53,925 -26%
SEIA
59
Signature Estate & Investment Advisors
California
$7.28M +$383K +7,766 +6%
AFS
60
Aft Forsyth & Sober
Florida
$7.26M +$6.47M +131,200 +812%
NEGWA
61
New England Guild Wealth Advisors
Connecticut
$7.24M +$443K +8,983 +7%
HB
62
Homrich & Berg
Georgia
$7.17M +$6.65M +134,762 +1,259%
CCM
63
Cribstone Capital Management
Maine
$7.17M +$210K +4,250 +3%
WAM
64
Weatherly Asset Management
California
$6.78M +$2.75M +55,773 +68%
CP
65
Corbenic Partners
Pennsylvania
$6.72M -$23.9K -485 -0.4%
FC
66
Fusion Capital
South Carolina
$6.62M +$1.02M +20,697 +18%
RWM
67
Reston Wealth Management
Virginia
$6.54M +$511K +10,360 +8%
PWMAG
68
Pinnacle Wealth Management Advisory Group
New Jersey
$6.53M +$230K +4,658 +4%
SWP
69
Stratos Wealth Partners
Ohio
$6.43M +$407K +8,243 +7%
Renaissance Technologies
70
Renaissance Technologies
New York
$6.39M +$4.12M +83,593 +181%
TFF
71
The Family Firm
Maryland
$6.38M +$619K +12,545 +11%
SWM
72
SVA Wealth Management
Wisconsin
$6.21M -$176K -3,576 -3%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$6.21M +$3.56M +72,169 +134%
CIAS
74
Capital Investment Advisory Services
North Carolina
$6.2M +$131K +2,655 +2%
OPS
75
Orion Portfolio Solutions
Nebraska
$6.2M +$875K +17,750 +16%

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.