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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
LPL Financial
1
LPL Financial
California
$241M +$4.81M +97,611 +2%
Morgan Stanley
2
Morgan Stanley
New York
$199M +$4.7M +95,381 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$140M -$20.4M -412,704 -13%
UBS Group
4
UBS Group
Switzerland
$121M +$5.3M +107,510 +5%
Bank of America
5
Bank of America
North Carolina
$109M -$2.46M -49,842 -2%
Wells Fargo
6
Wells Fargo
California
$101M -$6.65M -134,732 -6%
BCI
7
Brinker Capital Investments
Pennsylvania
$71.1M -$18.4M -374,020 -21%
CAI
8
Capital Advisors Inc
Oklahoma
$62.6M +$3.99M +80,803 +7%
FWM
9
Focused Wealth Management
New York
$39.9M +$1.67M +33,785 +4%
JCM
10
Janney Capital Management
Pennsylvania
$35.3M -$2.22M -45,097 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$31.6M -$6.63M -134,461 -17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.4M +$2.37M +48,085 +8%
VNA
13
Valley National Advisers
Pennsylvania
$31M +$8.37M +169,686 +37%
PWMG
14
Prestige Wealth Management Group
New Jersey
$30.5M -$1.42M -28,868 -4%
JBA
15
Johnson Bixby & Associates
Washington
$29.5M +$29.6M +599,396 New
MFS
16
McNamara Financial Services
Massachusetts
$28.4M
HighTower Advisors
17
HighTower Advisors
Illinois
$28M +$2.55M +51,763 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$27.9M +$1.39M +28,271 +5%
BFG
19
Bouchey Financial Group
New York
$25M +$309K +6,270 +1%
LFAS
20
Level Four Advisory Services
Texas
$25M -$1.88M -38,042 -7%
BFA
21
Beaumont Financial Advisors
Massachusetts
$22.6M +$10.5M +213,133 +86%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$22M -$2.06M -41,729 -9%
MFP
23
Meridian Financial Partners
Virginia
$20.6M +$57.7K +1,170 +0.3%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$20.2M +$19.2M +388,905 +1,927%
WFA
25
WestHill Financial Advisors
California
$19.7M +$19.7M +400,398 New

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.