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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
KeyBank National Association
201
KeyBank National Association
Ohio
$608K -$2.97K -60 -0.5%
MWM
202
Maltin Wealth Management
New Jersey
$607K +$3.97K +80 +0.7%
VR
203
Viridian RIA
Washington
$606K
SIC
204
Samalin Investment Counsel
New York
$605K +$50.7K +1,023 +9%
Mariner
205
Mariner
Kansas
$602K -$2.26M -45,634 -79%
SPA
206
Sentinel Pension Advisors
Massachusetts
$589K +$78K +1,573 +15%
CCM
207
Covington Capital Management
California
$585K -$474K -9,560 -45%
FA
208
Faithward Advisors
Pennsylvania
$565K -$38.3K -772 -6%
AFG
209
Albion Financial Group
Utah
$558K
FCCM
210
First City Capital Management
Georgia
$538K +$259K +5,225 +92%
FHA
211
Flagship Harbor Advisors
Massachusetts
$530K -$143K -2,890 -21%
HB
212
Homrich & Berg
Georgia
$528K +$36.5K +737 +7%
HFAS
213
Hummer Financial Advisory Services
Illinois
$528K +$530K +10,700 New
HAIM
214
Hunter Associates Investment Management
Pennsylvania
$527K
CAN
215
Cetera Advisor Networks
California
$522K -$12.7K -257 -2%
NDSI
216
Newman Dignan & Sheerar Inc
Rhode Island
$518K +$40.6K +820 +8%
OC
217
Oppenheimer & Co
New York
$517K +$280K +5,648 +117%
ACM
218
Avalon Capital Management
California
$508K
IWC
219
Integrated Wealth Concepts
Massachusetts
$506K +$34.4K +694 +7%
KWA
220
KCS Wealth Advisory
California
$502K +$2.88K +58 +0.6%
Lido Advisors
221
Lido Advisors
California
$496K +$29.1K +588 +6%
ECM
222
Evergreen Capital Management
Washington
$485K -$184K -3,710 -27%
AWA
223
Arkadios Wealth Advisors
Georgia
$478K +$25.3K +510 +6%
HFS
224
Howard Financial Services
Texas
$472K +$18K +364 +4%
CFG
225
Citizens Financial Group
Rhode Island
$470K +$414K +8,350 +698%

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.