We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

353 hedge funds and large institutions have $2.32B invested in State Street DoubleLine Total Return Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 135

0.6% less ownership

Funds ownership: 73.4%72.81% (-0.6%)

4% less capital invested

Capital invested by funds: $2.4B → $2.32B (-$84.9M)

2% less funds holding

Funds holding: 362353 (-9)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
6.2%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
28
Increased
140
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
101
Winthrop Advisory Group
Massachusetts
$3.42M
PP
102
Paloma Partners
Connecticut
$3.38M +$3.42M +70,000 New
MML Investors Services
103
MML Investors Services
Massachusetts
$3.36M -$741K -15,176 -18%
BIA
104
Barry Investment Advisors
Massachusetts
$3.24M +$1.5M +30,624 +84%
Jane Street
105
Jane Street
New York
$3.2M -$1.8M -36,897 -36%
CAG
106
Curtis Advisory Group
California
$3.19M +$224K +4,590 +7%
CAL
107
Capital Advisors Ltd
Ohio
$3.18M -$739K -15,143 -19%
CSIC
108
Clifford Swan Investment Counsel
California
$3.05M
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$2.97M -$362K -7,423 -11%
Barclays
110
Barclays
United Kingdom
$2.97M +$3.01M +61,672 New
SA
111
Shilanski & Associates
Alaska
$2.96M +$226K +4,626 +8%
MW
112
MBL Wealth
North Carolina
$2.94M +$2.98M +61,085 New
FIM
113
Freedom Investment Management
Connecticut
$2.88M +$430K +8,797 +17%
WA
114
Wealth Alliance
New York
$2.78M +$244K +4,996 +9%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$2.76M -$1.63M -33,377 -37%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$2.76M -$16.8K -343 -0.6%
Mariner
117
Mariner
Kansas
$2.68M +$879 +18 +0%
EPWM
118
Essex Private Wealth Management
Massachusetts
$2.61M +$27.2K +557 +1%
PA
119
Perennial Advisors
New York
$2.49M +$36.2K +741 +1%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2.47M +$488 +10 +0%
BA
121
Bridge Advisory
California
$2.42M -$26.7K -547 -1%
VAG
122
VisionPoint Advisory Group
Texas
$2.38M +$321K +6,580 +15%
DIM
123
Delta Investment Management
California
$2.35M +$1.99M +40,846 +519%
VWA
124
Visionary Wealth Advisors
Illinois
$2.34M +$2.37M +48,566 New
CWM
125
Curi Wealth Management
North Carolina
$2.3M +$396K +8,116 +20%

TOTL Hedge Fund Activity: Q1 2021 in Review

353 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2021, worth a combined $2.32B — down 3.5% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of TOTL and 28 opened new positions — a net loss of 4 holders — while 135 trimmed existing stakes and 140 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $28.5M. The largest seller was Morgan Stanley, cutting an estimated $18.9M.

  • 353 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2021, down from 362 in Q4 2020.
  • Funds reported $2.32B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2021, down 3.5% quarter-over-quarter.
  • 28 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2021 and 32 closed out, a net change of -4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2021 was Citadel Advisors, an estimated $28.5M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2021 was Morgan Stanley, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2021.