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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
GCA
126
Greenwood Capital Associates
South Carolina
$2.48M -$2.65M -53,727 -52%
CAS
127
Coppell Advisory Solutions
Texas
$2.45M +$2.46M +49,804 New
BA
128
Ballew Advisors
Mississippi
$2.44M +$61.9K +1,255 +3%
VFG
129
V2 Financial group
Illinois
$2.33M +$2.34M +47,348 New
MMA
130
Miracle Mile Advisors
California
$2.32M -$540K -10,946 -19%
Stifel Financial
131
Stifel Financial
Missouri
$2.32M +$245K +4,958 +12%
GWM
132
Geneos Wealth Management
Colorado
$2.29M +$337K +6,842 +17%
GIP
133
Greatmark Investment Partners
Georgia
$2.25M +$27.6K +560 +1%
SCM
134
Stonehearth Capital Management
Massachusetts
$2.24M -$23.6K -479 -1%
LA
135
LexAurum Advisors
Kansas
$2.21M +$271K +5,500 +14%
KCM
136
Karp Capital Management
California
$2.15M +$2.15M +43,604 New
VAG
137
VisionPoint Advisory Group
Texas
$2.11M +$1.31M +26,607 +164%
MA
138
Mutual Advisors
Nebraska
$2.11M -$677K -13,724 -24%
SPIA
139
Steward Partners Investment Advisory
New York
$2.1M -$22.9K -465 -1%
KA
140
Kovack Advisors
Florida
$1.98M -$897K -18,194 -31%
IIM
141
InTrack Investment Management
Vermont
$1.95M +$1.96M +39,658 New
CWM
142
Curi Wealth Management
North Carolina
$1.95M +$1.95M +39,623 New
CA
143
Calton & Associates
Florida
$1.81M -$298K -6,042 -14%
BIA
144
Barry Investment Advisors
Massachusetts
$1.8M +$1.8M +36,549 New
BHWM
145
Bay Harbor Wealth Management
Maryland
$1.74M -$1.23M -25,037 -41%
AFM
146
Abbot Financial Management
Massachusetts
$1.69M -$66.3K -1,344 -4%
MIAN
147
Mariner Independent Advisor Network
Kansas
$1.69M -$5.17M -104,772 -75%
NPP
148
New Potomac Partners
Maryland
$1.67M +$86.3K +1,750 +5%
CFG
149
Cooper Financial Group
California
$1.66M +$110K +2,221 +7%
AC
150
Addison Capital
Pennsylvania
$1.62M +$11.2K +228 +0.7%

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.