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State Street DoubleLine Total Return Tactical ETF

314 hedge funds and large institutions have $2.24B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 134 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 110

4% more capital invested

Capital invested by funds: $2.14B → $2.24B (+$95.2M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 320314 (-6)

22% less funds holding in top 10

Funds holding in top 10: 4636 (-10)

53.62% less ownership

Funds ownership: 123.72%70.1% (-54%)

Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
6.44%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.74%
New
32
Increased
134
Reduced
110
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$834K -$117K -2,396 -12%
William Blair & Company
177
William Blair & Company
Illinois
$829K +$60.6K +1,236 +8%
SWA
178
Stratos Wealth Advisors
Ohio
$811K +$25.2K +514 +3%
SG
179
StoneX Group
New York
$809K +$24.2K +494 +3%
AFS
180
Aft Forsyth & Sober
Florida
$800K +$167K +3,400 +27%
SPIA
181
Steward Partners Investment Advisory
New York
$794K +$508K +10,375 +183%
IWM
182
IHT Wealth Management
Illinois
$793K +$211K +4,310 +37%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$788K
NAM
184
NTV Asset Management
West Virginia
$788K +$779K +15,900 New
FIM
185
Fernwood Investment Management
Massachusetts
$786K -$22.5K -460 -3%
PA
186
Procyon Advisors
Connecticut
$773K +$96.6K +1,971 +14%
WWM
187
Western Wealth Management
Colorado
$749K +$281K +5,740 +61%
OIA
188
OneDigital Investment Advisors
Kansas
$723K -$158K -3,226 -18%
CWM
189
Cornerstone Wealth Management
Missouri
$721K +$86.7K +1,769 +14%
MWA
190
Moser Wealth Advisors
Washington
$701K
SIM
191
Stratos Investment Management
Ohio
$678K +$670K +13,681 New
FHA
192
Flagship Harbor Advisors
Massachusetts
$676K +$198K +4,046 +42%
VCA
193
Verdence Capital Advisors
Maryland
$674K +$4.41K +90 +0.7%
CFA
194
Carroll Financial Associates
North Carolina
$674K +$667K +13,621 New
AWM
195
AE Wealth Management
Kansas
$672K +$116K +2,366 +21%
ECM
196
Evergreen Capital Management
Washington
$671K -$388K -7,913 -37%
DWM
197
Dakota Wealth Management
Florida
$647K +$49 +1 +0%
EH
198
Equitable Holdings
New York
$640K -$70.5K -1,440 -10%
TI
199
Tidal Investments
Wisconsin
$636K +$26.7K +546 +4%
SFWC
200
Strategic Family Wealth Counselors
New Jersey
$624K -$17.2K -351 -3%

TOTL Hedge Fund Activity: Q2 2020 in Review

314 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2020, worth a combined $2.24B — up 4.4% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TOTL and 32 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 134 added.

The largest buyer was Focused Wealth Management, adding an estimated $35.7M. The largest seller was Osaic Holdings, cutting an estimated $1.58B.

  • 314 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2020, down from 320 in Q1 2020.
  • Funds reported $2.24B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2020, up 4.4% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2020 and 34 closed out, a net change of -2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2020 was Focused Wealth Management, an estimated $35.7M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2020 was Osaic Holdings, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2020.