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State Street DoubleLine Total Return Tactical ETF

359 hedge funds and large institutions have $2.24B invested in State Street DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

1% more funds holding

Funds holding: 355359 (+4)

5% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 146

1.73% less ownership

Funds ownership: 74.51%72.79% (-1.7%)

6% less capital invested

Capital invested by funds: $2.37B → $2.24B (-$137M)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.29%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Trilogy Capital
California
$322K -$61.8K -1,275 -16%
JMFC
252
J.M. Forbes & Co
Massachusetts
$319K +$727 +15 +0.2%
KCA
253
Karn Couzens & Associates
Connecticut
$317K
MOS
254
MGO One Seven
Ohio
$300K +$27.8K +573 +10%
ECM
255
Evergreen Capital Management
Washington
$296K -$40.6K -839 -12%
BMCM
256
Bryn Mawr Capital Management
Pennsylvania
$294K +$9.98K +206 +4%
MWM
257
Mission Wealth Management
California
$290K
LNWWM
258
Laird Norton Wetherby Wealth Management
California
$279K -$39.7K -820 -12%
RRWA
259
Rainey & Randall Wealth Advisors
Florida
$271K
FWM
260
Frontier Wealth Management
Missouri
$267K
CC
261
Courier Capital
New York
$266K -$38.8K -800 -13%
DAM
262
Deltec Asset Management
New York
$261K
IFWM
263
Institute for Wealth Management
Colorado
$256K +$48 +1 +0%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$256K +$40.4K +834 +19%
KA
265
Kovack Advisors
Florida
$255K -$37.6K -776 -13%
KLI
266
Kelman-Lazarov Inc
Tennessee
$255K
KCPG
267
Kavar Capital Partners Group
Kansas
$254K +$254K +5,250 New
IWM
268
IHT Wealth Management
Illinois
$250K -$244K -5,032 -49%
VCM
269
Virtue Capital Management
Tennessee
$250K +$46.2K +953 +23%
SFC
270
SYM Financial Corp
Indiana
$249K
DFG
271
Demars Financial Group
Washington
$247K -$566K -11,683 -70%
CAL
272
Capital Analysts LLC
Pennsylvania
$247K +$61.7K +1,274 +33%
AWA
273
Arete Wealth Advisors
Illinois
$247K +$248K +5,117 New
OIA
274
OneDigital Investment Advisors
Kansas
$238K -$24.2K -500 -9%
APC
275
Aspire Private Capital
North Carolina
$237K -$181K -3,744 -43%

TOTL Hedge Fund Activity: Q3 2021 in Review

359 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2021, worth a combined $2.24B — down 5.8% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TOTL positions and 19 closed out — a net gain of 8 holders — while 138 added to existing stakes and 146 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $18.9M. The largest seller was Citadel Advisors, cutting an estimated $55.4M.

  • 359 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2021, up from 355 in Q2 2021.
  • Funds reported $2.24B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2021, down 5.8% quarter-over-quarter.
  • 27 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2021 and 19 closed out, a net change of +8 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2021 was Capital Advisors Inc, an estimated $18.9M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2021 was Citadel Advisors, an estimated $55.4M sold.

Based on aggregated 13F filings for Q3 2021.