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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
HCM
76
Hollencrest Capital Management
California
$5.71M +$564K +11,667 +11%
PCA
77
Pallas Capital Advisors
Massachusetts
$5.69M +$5.66M +117,032 New
EE
78
EWG Elevate
California
$5.55M +$351K +7,254 +7%
BZWA
79
Blue Zone Wealth Advisors
California
$5.49M -$180K -3,721 -3%
KFGK
80
Keystone Financial Group (Kentucky)
Kentucky
$5.06M -$321K -6,633 -6%
PWM
81
Peterson Wealth Management
Nevada
$5.04M -$3.42M -70,637 -40%
CWM
82
Connecticut Wealth Management
Connecticut
$4.98M -$363K -7,505 -7%
CP
83
Corbenic Partners
Pennsylvania
$4.94M +$228K +4,712 +5%
RJA
84
Raymond James & Associates
Florida
$4.77M -$4.66M -96,407 -49%
COCM
85
Charter Oak Capital Management
New Hampshire
$4.68M +$71K +1,469 +2%
GVAG
86
Great Valley Advisor Group
Delaware
$4.66M +$4.65M +96,185 New
BWM
87
BCS Wealth Management
Tennessee
$4.47M +$1.21K +25 +0%
EC
88
Estate Counselors
Wisconsin
$4.43M +$994K +20,560 +29%
OBWG
89
Onyx Bridge Wealth Group
New York
$4.39M -$667K -13,791 -13%
22CM
90
20/20 Capital Management
California
$4.28M +$141K +2,916 +3%
CCM
91
Canal Capital Management
Virginia
$4.18M +$71.7K +1,482 +2%
HFM
92
Hartford Financial Management
Connecticut
$4.08M -$9.2M -190,221 -69%
MWM
93
Minot Wealth Management
Massachusetts
$3.95M -$889K -18,381 -18%
OCM
94
One Capital Management
California
$3.75M +$3.74M +77,367 New
AWA
95
Arkadios Wealth Advisors
Georgia
$3.64M -$1.28M -26,543 -26%
HI
96
Horizon Investments
North Carolina
$3.61M +$1.98M +40,965 +121%
AFS
97
Aft Forsyth & Sober
Florida
$3.58M
CAG
98
Curtis Advisory Group
California
$3.5M +$299K +6,179 +9%
GSEP
99
Golden State Equity Partners
California
$3.48M +$1.25M +25,881 +56%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.27M -$422K -8,731 -11%

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.