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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
CCM
101
Canal Capital Management
Virginia
$3.95M +$216K +4,379 +6%
UFA
102
US Financial Advisors
Massachusetts
$3.94M +$3.94M +79,874 New
FFS
103
Founders Financial Securities
Maryland
$3.82M +$93.5K +1,895 +3%
CHJWM
104
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.73M +$51.2K +1,039 +1%
FFA
105
First Foundation Advisors
California
$3.71M -$5.62K -114 -0.2%
LFA
106
Lighthouse Financial Advisors
Maryland
$3.53M -$119K -2,412 -3%
EC
107
Estate Counselors
Wisconsin
$3.51M +$918K +18,610 +35%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$3.4M -$298K -6,049 -8%
FAIM
109
Financial Advocates Investment Management
Washington
$3.31M -$882K -17,877 -21%
AP
110
Advisors Preferred
Maryland
$3.28M -$888K -17,997 -21%
CSIC
111
Clifford Swan Investment Counsel
California
$3.12M -$93.7K -1,900 -3%
BCM
112
Beaumont Capital Management
Massachusetts
$3.09M +$3.09M +62,684 New
CAG
113
Curtis Advisory Group
California
$3.04M +$815K +16,533 +37%
SIA
114
Strategic Investment Advisors
Michigan
$2.97M -$2.42M -48,971 -45%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$2.83M +$3.45K +70 +0.1%
CA
116
Cornerstone Advisory
Maryland
$2.8M -$521K -10,560 -16%
SA
117
Shilanski & Associates
Alaska
$2.8M +$196K +3,979 +8%
Mariner
118
Mariner
Kansas
$2.74M +$2.14M +43,408 +356%
EPWM
119
Essex Private Wealth Management
Massachusetts
$2.64M -$528K -10,700 -17%
WA
120
Wealth Alliance
New York
$2.6M -$16.7K -339 -0.6%
PA
121
Perennial Advisors
New York
$2.51M +$137K +2,779 +6%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$2.51M +$510K +10,336 +25%
FIM
123
Freedom Investment Management
Connecticut
$2.5M +$539K +10,924 +27%
BA
124
Bridge Advisory
California
$2.5M +$2.5M +50,741 New
LFF
125
Level Four Financial
Texas
$2.5M +$2.5M +50,634 New

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.