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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
KeyBank National Association
201
KeyBank National Association
Ohio
$614K +$118K +2,400 +24%
VR
202
Viridian RIA
Washington
$609K -$84.8K -1,731 -12%
MSAM
203
Moloney Securities Asset Management
Missouri
$608K +$601K +12,269 New
FA
204
Faithward Advisors
Pennsylvania
$606K -$656K -13,395 -52%
MWM
205
Maltin Wealth Management
New Jersey
$606K +$4.51K +92 +0.8%
IFG
206
Investors Financial Group
Minnesota
$587K -$3.18K -65 -0.5%
GFPC
207
Global Financial Private Client
Florida
$580K -$47K -959 -8%
Kovitz Investment Group Partners
208
Kovitz Investment Group Partners
Illinois
$560K -$69.3K -1,415 -11%
AFG
209
Albion Financial Group
Utah
$560K +$5.19K +106 +0.9%
SIC
210
Samalin Investment Counsel
New York
$556K -$82.2K -1,678 -13%
BPA
211
Beacon Pointe Advisors
California
$551K +$59.7K +1,219 +12%
CAN
212
Cetera Advisor Networks
California
$537K -$6.32K -129 -1%
CFGS
213
Concourse Financial Group Securities
Alabama
$532K +$126K +2,565 +31%
HAIM
214
Hunter Associates Investment Management
Pennsylvania
$529K +$523K +10,680 New
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$523K -$465K -9,495 -47%
SPA
216
Sentinel Pension Advisors
Massachusetts
$514K -$98.7K -2,015 -16%
ACM
217
Avalon Capital Management
California
$510K
DC
218
Davenport & Co
Virginia
$508K +$91K +1,857 +22%
KWA
219
KCS Wealth Advisory
California
$502K -$87.6K -1,789 -15%
HB
220
Homrich & Berg
Georgia
$494K +$2.21K +45 +0.5%
NDSI
221
Newman Dignan & Sheerar Inc
Rhode Island
$483K +$125K +2,559 +36%
IWC
222
Integrated Wealth Concepts
Massachusetts
$474K -$9.75K -199 -2%
Lido Advisors
223
Lido Advisors
California
$469K +$36.1K +737 +8%
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$467K +$462K +9,422 New
PCIA
225
Prime Capital Investment Advisors
Kansas
$465K -$11.2K -229 -2%

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.