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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
CA
126
Cornerstone Advisory
Maryland
$2.29M -$453K -9,274 -16%
LA
127
LexAurum Advisors
Kansas
$2.27M +$105K +2,158 +5%
SCM
128
Stonehearth Capital Management
Massachusetts
$2.25M +$51.6K +1,057 +2%
GSEP
129
Golden State Equity Partners
California
$2.22M +$750K +15,356 +50%
GWM
130
Geneos Wealth Management
Colorado
$2.19M -$114K -2,336 -5%
GIP
131
Greatmark Investment Partners
Georgia
$2.19M -$10.2K -209 -0.5%
CWM
132
Cornerstone Wealth Management
Missouri
$1.98M +$1.04M +21,275 +107%
FFA
133
First Foundation Advisors
California
$1.97M -$1.69M -34,545 -46%
Stifel Financial
134
Stifel Financial
Missouri
$1.95M -$315K -6,459 -14%
CA
135
Continuum Advisory
Idaho
$1.89M +$1.62M +33,163 +571%
IIM
136
InTrack Investment Management
Vermont
$1.85M -$58.9K -1,207 -3%
CWM
137
Collaborative Wealth Management
Florida
$1.83M +$2M +40,990 New
SIA
138
Strategic Investment Advisors
Michigan
$1.82M -$1.09M -22,350 -37%
ACP
139
Aveo Capital Partners
Colorado
$1.73M +$1.76M +35,939 New
MA
140
Mutual Advisors
Nebraska
$1.71M -$354K -7,245 -17%
CA
141
Calton & Associates
Florida
$1.67M -$105K -2,142 -6%
HI
142
Horizon Investments
North Carolina
$1.64M +$1.66M +33,955 New
FFS
143
Founders Financial Securities
Maryland
$1.64M -$2.13M -43,662 -56%
NPP
144
New Potomac Partners
Maryland
$1.63M
AC
145
Addison Capital
Pennsylvania
$1.62M +$38.8K +794 +2%
GRP
146
Global Retirement Partners
California
$1.61M +$82.3K +1,685 +5%
CPIG
147
Chicago Partners Investment Group
Illinois
$1.59M +$6.1K +125 +0.4%
MIM
148
Macroview Investment Management
Maryland
$1.58M +$210K +4,302 +15%
HI
149
Harbour Investments
Wisconsin
$1.57M +$1.59M +32,483 New
CFG
150
Cooper Financial Group
California
$1.56M -$65.1K -1,333 -4%

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.