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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
OPS
76
Orion Portfolio Solutions
Nebraska
$5.33M +$1.09M +21,919 +25%
GCA
77
Greenwood Capital Associates
South Carolina
$5.13M -$580K -11,696 -10%
MWM
78
Minot Wealth Management
Massachusetts
$5.1M +$1.43M +28,887 +39%
CWM
79
Connecticut Wealth Management
Connecticut
$4.83M +$4.86M +98,034 New
AWS
80
AJ Wealth Strategies
New York
$4.76M -$40.2K -811 -0.8%
22CM
81
20/20 Capital Management
California
$4.74M +$512K +10,325 +12%
KFGK
82
Keystone Financial Group (Kentucky)
Kentucky
$4.72M +$239K +4,815 +5%
MML Investors Services
83
MML Investors Services
Massachusetts
$4.43M +$81.2K +1,638 +2%
CAL
84
Capital Advisors Ltd
Ohio
$4.43M -$162K -3,274 -4%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$4.41M -$694K -14,006 -14%
HCM
86
Hollencrest Capital Management
California
$4.33M +$1.49K +30 +0%
FAIM
87
Financial Advocates Investment Management
Washington
$4.19M +$42.3K +854 +1%
AP
88
Advisors Preferred
Maryland
$4.17M +$1.5M +30,359 +56%
CC
89
Callan Capital
California
$4.12M +$106K +2,144 +3%
EE
90
EWG Elevate
California
$4.11M +$127K +2,571 +3%
WAM
91
Weatherly Asset Management
California
$4.03M +$586K +11,826 +17%
CCM
92
Canal Capital Management
Virginia
$3.74M -$316K -6,380 -8%
FFS
93
Founders Financial Securities
Maryland
$3.73M -$1.48M -29,901 -28%
FFA
94
First Foundation Advisors
California
$3.72M -$1.61M -32,448 -30%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$3.71M -$1.35M -27,198 -27%
CHJWM
96
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.68M +$89.5K +1,806 +2%
LFA
97
Lighthouse Financial Advisors
Maryland
$3.65M -$177K -3,575 -5%
CA
98
Cornerstone Advisory
Maryland
$3.32M +$554K +11,174 +20%
CSIC
99
Clifford Swan Investment Counsel
California
$3.21M +$580K +11,700 +22%
EPWM
100
Essex Private Wealth Management
Massachusetts
$3.17M +$66.3K +1,338 +2%

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.