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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
AA
276
Aufman Associates
Pennsylvania
$237K +$237K +4,899 New
MSAM
277
Moloney Securities Asset Management
Missouri
$236K -$93.6K -1,932 -28%
BPA
278
Beacon Pointe Advisors
California
$233K -$34.3K -707 -13%
HCIA
279
Hochman Cole Investment Advisors
Illinois
$233K -$8.96K -185 -4%
FA
280
Fortis Advisors
Pennsylvania
$233K +$59.6K +1,230 +34%
AL
281
ADE LLC
Maryland
$226K +$19.2K +396 +9%
IC
282
Intersect Capital
California
$223K
QWM
283
QP Wealth Management
New Jersey
$221K +$12.5K +258 +6%
DADC
284
D.A. Davidson & Co
Montana
$220K +$220K +4,543 New
FHC
285
First Heartland Consultants
Missouri
$219K -$1.11K -23 -0.5%
VFG
286
V2 Financial group
Illinois
$217K -$541K -11,166 -71%
WA
287
Wealth Alliance
New York
$216K -$2.61M -53,951 -92%
EWM
288
EPG Wealth Management
Georgia
$216K -$27.7K -571 -11%
AWMG
289
Alliance Wealth Management Group
New Jersey
$216K
TCM
290
Towercrest Capital Management
Pennsylvania
$216K
PA
291
PSI Advisors
Florida
$213K +$213K +4,405 New
TSS
292
Two Sigma Securities
New York
$212K +$212K +4,385 New
PCM
293
Pointe Capital Management
Michigan
$202K +$203K +4,183 New
TFGT
294
TS Financial Group (TSFG)
Illinois
$199K +$88.9K +1,835 +81%
IA
295
IFP Advisors
Florida
$166K -$15.6M -322,111 -99%
PP
296
Pacifica Partners
Canada
$158K -$9.25K -191 -6%
MA
297
Montag & Associates
Georgia
$153K
OAJ
298
Ogorek Anthony Joseph
New York
$149K
CCM
299
Covington Capital Management
California
$145K +$145K +2,992 New
PB
300
Pinnacle Bancorp
Nebraska
$136K +$7.75K +160 +6%

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.