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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
VAS
176
Vestmark Advisory Solutions
Massachusetts
$1.21M -$128K -2,586 -10%
KA
177
Kercheville Advisors
Texas
$1.18M +$1.18M +24,000 New
SIA
178
SeaBridge Investment Advisors
New Jersey
$1.16M +$3.45K +70 +0.3%
CFAM
179
Center For Asset Management
Florida
$1.12M +$1.13M +22,813 New
PPW
180
Pasadena Private Wealth
California
$1.12M -$5.73M -116,111 -84%
Principal Financial Group
181
Principal Financial Group
Iowa
$1.1M +$228K +4,615 +26%
HL
182
HeadInvest LLC
Maine
$1.1M +$1.1M +22,278 New
DC
183
Davenport & Co
Virginia
$1.09M +$158K +3,209 +17%
AWM
184
Avitas Wealth Management
California
$1.08M +$27.5K +557 +3%
FM
185
Family Management
New York
$1.07M -$3.75K -76 -0.3%
HVM
186
Harvest Volatility Management
Connecticut
$1.04M +$1.04M +21,052 New
CWM
187
Cornerstone Wealth Management
Missouri
$979K +$101K +2,056 +12%
SFG
188
SNS Financial Group
Minnesota
$974K +$69.1K +1,400 +8%
NAM
189
NTV Asset Management
West Virginia
$956K +$173K +3,500 +22%
EL
190
EQ LLC
Washington
$956K +$957K +19,399 New
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$928K
WW
192
Waterfront Wealth
Kansas
$928K +$929K +18,828 New
OWA
193
Outlook Wealth Advisors
Texas
$925K -$15.5K -314 -2%
HIS
194
Harvest Investment Services
Illinois
$912K -$80.8K -1,638 -8%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$905K -$46.9K -950 -5%
SAM
196
Summit Asset Management
Tennessee
$905K +$49.8K +1,010 +6%
DFG
197
Demars Financial Group
Washington
$858K -$34.5K -700 -4%
SG
198
StoneX Group
New York
$840K +$29.9K +606 +4%
WWM
199
Western Wealth Management
Colorado
$833K -$111K -2,248 -12%
VFPI
200
Vantage Financial Partners (Illinois)
Illinois
$821K -$74K -1,500 -8%

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.