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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
CPIG
151
Chicago Partners Investment Group
Illinois
$1.62M -$1.63K -33 -0.1%
PFM
152
Peak Financial Management
Massachusetts
$1.61M -$23.4K -474 -1%
NB
153
Northwest Bancshares
Pennsylvania
$1.59M -$1.47M -29,822 -48%
KAS
154
Kestra Advisory Services
Texas
$1.58M +$552K +11,184 +54%
WA
155
Winfield Associates
Ohio
$1.57M
GRP
156
Global Retirement Partners
California
$1.56M -$60.8K -1,233 -4%
CCA
157
Cobblestone Capital Advisors
New York
$1.52M +$137K +2,769 +10%
FFWM
158
Future Financial Wealth Management
Ohio
$1.52M +$1.53M +30,938 New
JWCA
159
J.W. Cole Advisors
Florida
$1.51M +$359K +7,271 +31%
GSEP
160
Golden State Equity Partners
California
$1.51M +$1.51M +30,603 New
GMA
161
Goldstein Munger & Associates
California
$1.51M +$20.7K +420 +1%
BRWM
162
B. Riley Wealth Management
Tennessee
$1.49M +$19.8K +401 +1%
MI
163
Moneywise Inc
Virginia
$1.44M -$205K -4,159 -12%
MIM
164
Macroview Investment Management
Maryland
$1.4M -$10.2K -207 -0.7%
1SB
165
1ST Source Bank
Indiana
$1.37M +$1.37M +27,734 New
CW
166
CreativeOne Wealth
Kansas
$1.35M -$42.1K -853 -3%
JCM
167
Jacobi Capital Management
Pennsylvania
$1.35M +$170K +3,444 +14%
SC
168
Savant Capital
Illinois
$1.34M -$246K -4,981 -15%
TW
169
Towerpoint Wealth
California
$1.34M -$415K -8,410 -24%
CWA
170
Capital Wealth Alliance
Arizona
$1.33M +$1.33M +26,997 New
WSTAM
171
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M -$44.1K -895 -3%
ATFA
172
All Terrain Financial Advisors
Minnesota
$1.27M +$138K +2,803 +12%
TNA
173
True North Advisors
Texas
$1.26M -$62.2K -1,262 -5%
Deutsche Bank
174
Deutsche Bank
Germany
$1.25M
JHCP
175
Jackson Hole Capital Partners
Oklahoma
$1.22M -$44.4K -900 -3%

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.