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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
GIP
126
Greatmark Investment Partners
Georgia
$2.22M +$100K +2,047 +5%
CA
127
Calton & Associates
Florida
$2.17M -$556K -11,354 -21%
PA
128
Perennial Advisors
New York
$2.17M +$596K +12,156 +38%
SAM
129
Stringer Asset Management
Tennessee
$2.1M +$2.07M +42,303 New
CAG
130
Curtis Advisory Group
California
$2.02M +$756K +15,434 +61%
SC
131
Savant Capital
Illinois
$1.92M -$42.9K -876 -2%
Stifel Financial
132
Stifel Financial
Missouri
$1.91M -$53.8K -1,099 -3%
GWM
133
Geneos Wealth Management
Colorado
$1.85M +$7.79K +159 +0.4%
AC
134
Addison Capital
Pennsylvania
$1.81M -$931 -19 -0.1%
MI
135
Moneywise Inc
Virginia
$1.78M -$254K -5,176 -13%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1.78M
AFM
137
Abbot Financial Management
Massachusetts
$1.76M +$3.48K +71 +0.2%
PFM
138
Peak Financial Management
Massachusetts
$1.65M -$146K -2,990 -8%
CPIG
139
Chicago Partners Investment Group
Illinois
$1.63M +$2.55K +52 +0.2%
NPP
140
New Potomac Partners
Maryland
$1.59M +$121K +2,475 +8%
WA
141
Winfield Associates
Ohio
$1.56M -$1.53M -31,270 -50%
MW
142
Marcum Wealth
Ohio
$1.55M -$8.08K -165 -0.5%
MIM
143
Macroview Investment Management
Maryland
$1.5M -$642K -13,112 -30%
CFG
144
Cooper Financial Group
California
$1.48M +$206K +4,196 +16%
GMA
145
Goldstein Munger & Associates
California
$1.46M -$60.5K -1,235 -4%
CCA
146
Cobblestone Capital Advisors
New York
$1.45M +$61.8K +1,261 +4%
LA
147
LexAurum Advisors
Kansas
$1.43M -$79.1K -1,615 -5%
GRP
148
Global Retirement Partners
California
$1.42M -$378K -7,715 -21%
BRWM
149
B. Riley Wealth Management
Tennessee
$1.42M -$4.56K -93 -0.3%
VAS
150
Vestmark Advisory Solutions
Massachusetts
$1.39M +$15.3K +313 +1%

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.