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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
HFS
101
Horizon Financial Services
North Carolina
$3.22M -$5.49M -113,459 -63%
MML Investors Services
102
MML Investors Services
Massachusetts
$3.18M -$189K -3,906 -6%
AP
103
Advisors Preferred
Maryland
$3.11M -$1.84M -38,107 -37%
WAG
104
Winthrop Advisory Group
Massachusetts
$3.1M -$998K -20,629 -24%
Stifel Financial
105
Stifel Financial
Missouri
$3.02M +$1.06M +21,960 +54%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$2.98M +$203K +4,208 +7%
FAIM
107
Financial Advocates Investment Management
Washington
$2.97M -$354K -7,328 -11%
FIM
108
Freedom Investment Management
Connecticut
$2.94M +$49K +1,013 +2%
CWM
109
Curi Wealth Management
North Carolina
$2.91M +$598K +12,373 +26%
CA
110
Continuum Advisory
Idaho
$2.9M +$1.02M +21,005 +54%
CAL
111
Capital Advisors Ltd
Ohio
$2.9M -$326K -6,746 -10%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$2.88M -$100K -2,067 -3%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$2.87M +$106K +2,188 +4%
WA
114
Wealth Alliance
New York
$2.83M +$35.1K +725 +1%
TNA
115
True North Advisors
Texas
$2.75M +$2.75M +56,817 New
Mariner
116
Mariner
Kansas
$2.71M +$22K +454 +0.8%
SA
117
Shilanski & Associates
Alaska
$2.7M -$269K -5,573 -9%
VWA
118
Visionary Wealth Advisors
Illinois
$2.63M +$275K +5,694 +12%
EPWM
119
Essex Private Wealth Management
Massachusetts
$2.58M -$39.2K -811 -1%
CSIC
120
Clifford Swan Investment Counsel
California
$2.5M -$567K -11,725 -19%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$2.49M +$18.6K +384 +0.8%
PA
122
Perennial Advisors
New York
$2.46M -$36.9K -764 -1%
GWM
123
Geneos Wealth Management
Colorado
$2.38M +$204K +4,222 +9%
LA
124
LexAurum Advisors
Kansas
$2.35M +$70.1K +1,450 +3%
SCM
125
Stonehearth Capital Management
Massachusetts
$2.32M +$68.5K +1,416 +3%

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.