We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

355 hedge funds and large institutions have $2.37B invested in State Street DoubleLine Total Return Tactical ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 131 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

1.71% more ownership

Funds ownership: 72.81%74.51% (+1.7%)

3% more capital invested

Capital invested by funds: $2.32B → $2.37B (+$58M)

1% more funds holding

Funds holding: 353355 (+2)

10% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 145

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

Holders
355
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
6.18%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.5%
New
35
Increased
131
Reduced
145
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$9.44M +$6.45M +133,356 +216%
NA
52
Nottingham Advisors
New York
$8.86M -$803K -16,611 -8%
LFPWM
53
Leicht Financial Planning & Wealth Management
New Jersey
$8.55M -$126K -2,616 -1%
PAG
54
Private Advisor Group
New Jersey
$8.29M +$310K +6,405 +4%
SEIA
55
Signature Estate & Investment Advisors
California
$7.91M +$263K +5,429 +3%
HB
56
Homrich & Berg
Georgia
$7.86M +$271K +5,612 +4%
AWS
57
AJ Wealth Strategies
New York
$7.6M +$3.69M +76,211 +94%
CCM
58
Cribstone Capital Management
Maine
$7.59M +$165K +3,406 +2%
GC
59
Grimes & Company
Massachusetts
$7.32M -$171K -3,538 -2%
RWM
60
Reston Wealth Management
Virginia
$7.31M +$1.04M +21,477 +17%
PWMAG
61
Pinnacle Wealth Management Advisory Group
New Jersey
$7.14M +$90.2K +1,866 +1%
OMC
62
Old Mission Capital
Illinois
$7.11M +$7.11M +146,943 New
NEGWA
63
New England Guild Wealth Advisors
Connecticut
$6.7M -$37.2K -770 -0.6%
TFF
64
The Family Firm
Maryland
$6.57M +$33.1K +685 +0.5%
FC
65
Fusion Capital
South Carolina
$6.34M -$364K -7,529 -5%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$6.32M +$200K +4,138 +3%
KC
67
Kingfisher Capital
North Carolina
$6.31M +$520K +10,751 +9%
OPS
68
Orion Portfolio Solutions
Nebraska
$6.17M -$141K -2,922 -2%
CIAS
69
Capital Investment Advisory Services
North Carolina
$6.05M -$12.5K -258 -0.2%
SWP
70
Stratos Wealth Partners
Ohio
$6.05M -$29.4K -607 -0.5%
SAG
71
Spotlight Asset Group
Illinois
$6.03M +$6.02M +124,504 New
IA
72
IFG Advisory
Georgia
$6M +$899K +18,595 +18%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$5.97M +$80.8K +1,670 +1%
CC
74
Callan Capital
California
$5.87M +$856K +17,705 +17%
CB
75
Community Bank
New York
$5.74M

TOTL Hedge Fund Activity: Q2 2021 in Review

355 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2021, worth a combined $2.37B — up 2.5% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TOTL positions and 28 closed out — a net gain of 7 holders — while 131 added to existing stakes and 145 trimmed.

The largest buyer was Jane Street, adding an estimated $50.1M. The largest seller was Wells Fargo, cutting an estimated $22.6M.

  • 355 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2021, up from 353 in Q1 2021.
  • Funds reported $2.37B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 35 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2021 and 28 closed out, a net change of +7 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2021 was Jane Street, an estimated $50.1M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2021 was Wells Fargo, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2021.