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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
TNA
151
True North Advisors
Texas
$1.32M +$282K +5,698 +27%
CWA
152
Capital Wealth Alliance
Arizona
$1.27M -$1.27M -25,662 Closed
JHCP
153
Jackson Hole Capital Partners
Oklahoma
$1.27M -$46.2K -932 -3%
Deutsche Bank
154
Deutsche Bank
Germany
$1.25M +$102K +2,062 +9%
FGA
155
Fortis Group Advisors
New Jersey
$1.22M +$1.22M +24,696 New
JCM
156
Jacobi Capital Management
Pennsylvania
$1.18M +$103K +2,077 +10%
JWCA
157
J.W. Cole Advisors
Florida
$1.16M -$66.4K -1,339 -5%
SIA
158
SeaBridge Investment Advisors
New Jersey
$1.16M -$25.8K -520 -2%
ATFA
159
All Terrain Financial Advisors
Minnesota
$1.13M +$27.1K +547 +2%
AI
160
Atria Investments
North Carolina
$1.1M +$27.8K +561 +3%
FM
161
Family Management
New York
$1.08M +$1.08M +21,831 New
AWM
162
Avitas Wealth Management
California
$1.05M +$41.2K +831 +4%
KAS
163
Kestra Advisory Services
Texas
$1.03M +$1.04M +20,887 New
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$995K -$11.5M -231,694 -92%
HIS
165
Harvest Investment Services
Illinois
$993K -$84.9K -1,712 -8%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$952K +$75.2K +1,516 +9%
WWM
167
Western Wealth Management
Colorado
$944K +$200K +4,043 +27%
OWA
168
Outlook Wealth Advisors
Texas
$941K -$99.4K -2,005 -10%
DC
169
Davenport & Co
Virginia
$929K +$426K +8,589 +84%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$915K
SFG
171
SNS Financial Group
Minnesota
$905K -$38.1K -769 -4%
VFPI
172
Vantage Financial Partners (Illinois)
Illinois
$896K
NCM
173
Next Capital Management
New York
$893K -$7.19K -145 -0.8%
DFG
174
Demars Financial Group
Washington
$893K +$46.4K +937 +5%
CWM
175
Cornerstone Wealth Management
Missouri
$878K +$161K +3,256 +22%

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.