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State Street DoubleLine Total Return Tactical ETF

316 hedge funds and large institutions have $2.27B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 98

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

1% more capital invested

Capital invested by funds: $2.24B → $2.27B (+$32.3M)

1% more funds holding

Funds holding: 314316 (+2)

0.51% more ownership

Funds ownership: 70.1%70.61% (+0.51%)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
6.38%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.69%
New
27
Increased
148
Reduced
98
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$2.01M +$238K +4,800 +13%
GWM
127
Geneos Wealth Management
Colorado
$2M +$150K +3,033 +8%
CWM
128
Cabot Wealth Management
Massachusetts
$2M -$969K -19,551 -33%
FIM
129
Freedom Investment Management
Connecticut
$1.97M -$1.27M -25,678 -39%
LA
130
LexAurum Advisors
Kansas
$1.95M +$527K +10,641 +37%
AFM
131
Abbot Financial Management
Massachusetts
$1.76M +$545 +11 +0%
TW
132
Towerpoint Wealth
California
$1.75M -$736K -14,842 -29%
MI
133
Moneywise Inc
Virginia
$1.65M -$131K -2,649 -7%
PFM
134
Peak Financial Management
Massachusetts
$1.64M +$843 +17 +0.1%
GRP
135
Global Retirement Partners
California
$1.62M +$211K +4,263 +15%
CPIG
136
Chicago Partners Investment Group
Illinois
$1.61M +$149 +3 +0%
AC
137
Addison Capital
Pennsylvania
$1.61M -$187K -3,774 -10%
SC
138
Savant Capital
Illinois
$1.58M -$327K -6,590 -17%
NPP
139
New Potomac Partners
Maryland
$1.58M
WA
140
Winfield Associates
Ohio
$1.57M +$14.9K +300 +0.9%
CFG
141
Cooper Financial Group
California
$1.56M +$88.9K +1,793 +6%
MW
142
Marcum Wealth
Ohio
$1.55M +$9.32K +188 +0.6%
MSAM
143
Moloney Securities Asset Management
Missouri
$1.51M +$909K +18,332 +149%
GMA
144
Goldstein Munger & Associates
California
$1.49M +$29.7K +600 +2%
BRWM
145
B. Riley Wealth Management
Tennessee
$1.47M +$60.5K +1,220 +4%
MIM
146
Macroview Investment Management
Maryland
$1.41M -$84.1K -1,696 -6%
CW
147
CreativeOne Wealth
Kansas
$1.39M +$65.4K +1,320 +5%
CCA
148
Cobblestone Capital Advisors
New York
$1.39M -$57.4K -1,157 -4%
WSTAM
149
Wilbanks Smith & Thomas Asset Management
Virginia
$1.37M -$2.55M -51,443 -65%
VAS
150
Vestmark Advisory Solutions
Massachusetts
$1.34M -$42.8K -864 -3%

TOTL Hedge Fund Activity: Q3 2020 in Review

316 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2020, worth a combined $2.27B — up 1.4% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 23 closed out — a net gain of 4 holders — while 148 added to existing stakes and 98 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $51M. The largest seller was JP Morgan Chase, cutting an estimated $17.7M.

  • 316 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2020, up from 314 in Q2 2020.
  • Funds reported $2.27B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2020 and 23 closed out, a net change of +4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2020 was Osaic Holdings, an estimated $51M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2020 was JP Morgan Chase, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2020.