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State Street DoubleLine Total Return Tactical ETF

314 hedge funds and large institutions have $2.24B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 134 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 110

4% more capital invested

Capital invested by funds: $2.14B → $2.24B (+$95.2M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 320314 (-6)

22% less funds holding in top 10

Funds holding in top 10: 4636 (-10)

53.62% less ownership

Funds ownership: 123.72%70.1% (-54%)

Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
6.44%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.74%
New
32
Increased
134
Reduced
110
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Weatherly Asset Management
California
$3.47M +$226K +4,608 +7%
FIM
102
Freedom Investment Management
Connecticut
$3.25M +$2.27M +46,236 +239%
MMA
103
Miracle Mile Advisors
California
$3.17M -$67.3M -1,373,473 -96%
NB
104
Northwest Bancshares
Pennsylvania
$3.14M +$3.11M +63,406 New
EPWM
105
Essex Private Wealth Management
Massachusetts
$3.12M -$107K -2,180 -3%
CG
106
Colony Group
Massachusetts
$2.99M +$162K +3,311 +6%
CWM
107
Cabot Wealth Management
Massachusetts
$2.98M -$616K -12,575 -17%
KA
108
Kovack Advisors
Florida
$2.92M +$13.2K +270 +0.5%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$2.91M -$110K -2,247 -4%
Mariner
110
Mariner
Kansas
$2.87M -$14.5K -296 -0.5%
LSPW
111
Lake Street Private Wealth
Illinois
$2.78M +$322K +6,565 +13%
CA
112
Cornerstone Advisory
Maryland
$2.78M +$1.81M +36,894 +192%
BWM
113
BCS Wealth Management
Tennessee
$2.73M +$74.9K +1,529 +3%
AP
114
Advisors Preferred
Maryland
$2.68M -$1.45M -29,562 -35%
CSIC
115
Clifford Swan Investment Counsel
California
$2.65M
WA
116
Wealth Alliance
New York
$2.6M -$806K -16,451 -24%
SA
117
Shilanski & Associates
Alaska
$2.59M +$2.56M +52,334 New
EC
118
Estate Counselors
Wisconsin
$2.52M +$331K +6,760 +15%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$2.51M +$1.12M +22,778 +82%
TW
120
Towerpoint Wealth
California
$2.5M -$554K -11,305 -18%
MA
121
Mutual Advisors
Nebraska
$2.5M -$2.74K -56 -0.1%
SCM
122
Stonehearth Capital Management
Massachusetts
$2.46M +$264K +5,379 +12%
AWM
123
Argent Wealth Management
Massachusetts
$2.43M -$456K -9,308 -16%
ECM
124
ETrade Capital Management
Virginia
$2.39M +$34.1K +697 +1%
OCPWS
125
One Charles Private Wealth Services
Massachusetts
$2.25M -$8.53M -174,018 -79%

TOTL Hedge Fund Activity: Q2 2020 in Review

314 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2020, worth a combined $2.24B — up 4.4% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TOTL and 32 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 134 added.

The largest buyer was Focused Wealth Management, adding an estimated $35.7M. The largest seller was Osaic Holdings, cutting an estimated $1.58B.

  • 314 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2020, down from 320 in Q1 2020.
  • Funds reported $2.24B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2020, up 4.4% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2020 and 34 closed out, a net change of -2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2020 was Focused Wealth Management, an estimated $35.7M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2020 was Osaic Holdings, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2020.