State Street DoubleLine Total Return Tactical ETF
TOTL
319 hedge funds and large institutions have $2.14B invested in State Street DoubleLine Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 148 reducing their positions, and 36 closing their positions.
31% more funds holding in top 10
Funds holding in top 10: 35 → 46 (+11)
3% less funds holding
Funds holding: 328 → 319 (-9)
2.82% less ownership
Funds ownership: 74.37% → 71.56% (-2.8%)
11% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 36
15% less capital invested
Capital invested by funds: $2.51B → $2.14B (-$367M)
33% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$31.1M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$26.8M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$8.93M |
| 4 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$7.7M |
| 5 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
-$73.5M |
| 2 |
Morgan Stanley
New York
|
-$33.9M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$32.7M |
| 4 |
SI
SimpliFi Inc
San Diego,
California
|
-$30M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$24.6M |
TOTL Hedge Fund Activity: Q1 2020 in Review
319 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2020, worth a combined $2.14B — down 15% from $2.51B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of TOTL and 32 opened new positions — a net loss of 4 holders — while 148 trimmed existing stakes and 99 added.
The largest buyer was Prestige Wealth Management Group, adding an estimated $31.1M. The largest seller was AJ Wealth Strategies, cutting an estimated $73.5M.
- 319 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2020, down from 328 in Q4 2019.
- Funds reported $2.14B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2020, down 15% quarter-over-quarter.
- 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2020 and 36 closed out, a net change of -4 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2020 was Prestige Wealth Management Group, an estimated $31.1M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2020 was AJ Wealth Strategies, an estimated $73.5M sold.
Based on aggregated 13F filings for Q1 2020.