We are live on ! Find out more
TOTL icon

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
RJFSA
76
Raymond James Financial Services Advisors
Florida
$5.96M -$3.75M -76,009 -39%
KC
77
Kingfisher Capital
North Carolina
$5.87M +$268K +5,436 +5%
CB
78
Community Bank
New York
$5.84M +$493K +10,000 +9%
22CM
79
20/20 Capital Management
California
$5.83M +$1.1M +22,291 +23%
MSFS
80
Main Street Financial Solutions
Pennsylvania
$5.76M +$5.76M +116,794 New
AFG
81
Arkansas Financial Group
Arkansas
$5.72M +$107K +2,166 +2%
MWM
82
Minot Wealth Management
Massachusetts
$5.43M +$340K +6,886 +7%
AWA
83
Arkadios Wealth Advisors
Georgia
$5.33M +$4.86M +98,443 +1,017%
CWM
84
Connecticut Wealth Management
Connecticut
$5.3M +$470K +9,525 +10%
KFGK
85
Keystone Financial Group (Kentucky)
Kentucky
$5.17M +$448K +9,078 +9%
BZWA
86
Blue Zone Wealth Advisors
California
$5.12M -$4.24M -85,922 -45%
Jane Street
87
Jane Street
New York
$5.09M +$4.41M +89,364 +646%
HCM
88
Hollencrest Capital Management
California
$4.97M +$645K +13,085 +15%
CC
89
Callan Capital
California
$4.76M +$640K +12,974 +16%
COCM
90
Charter Oak Capital Management
New Hampshire
$4.57M +$4.57M +92,730 New
Baird Financial Group
91
Baird Financial Group
Wisconsin
$4.47M +$64.2K +1,302 +1%
EE
92
EWG Elevate
California
$4.37M +$258K +5,234 +6%
OBWG
93
Onyx Bridge Wealth Group
New York
$4.3M +$4.3M +87,186 New
CG
94
Colony Group
Massachusetts
$4.26M +$1.4M +28,457 +49%
WAG
95
Winthrop Advisory Group
Massachusetts
$4.18M -$1.85M -37,512 -31%
IA
96
IFG Advisory
Georgia
$4.18M +$3.5M +70,864 +506%
MML Investors Services
97
MML Investors Services
Massachusetts
$4.18M -$248K -5,027 -6%
BWM
98
BCS Wealth Management
Tennessee
$4.16M +$1.17M +23,663 +39%
CAL
99
Capital Advisors Ltd
Ohio
$4.03M -$402K -8,150 -9%
AWS
100
AJ Wealth Strategies
New York
$4.02M -$740K -14,993 -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.