TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

364 hedge funds and large institutions have $2.16B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.43%
New
58
Increased
133
Reduced
124
Closed
45
Calls
$1.99M
Puts
–
Net Calls
+$1.99M
Net Calls Change
+$1.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$19.8M
2
BCI
Brinker Capital Investments
Pennsylvania
$57M
3
Cerity Partners
Cerity Partners
New York
$8.43M
4
Osaic Holdings
Osaic Holdings
Arizona
$140M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.2M

Top Sellers

1
FWM
Focused Wealth Management
New York
$1.7M
2
BFG
Bouchey Financial Group
New York
$8.09M
3
VNA
Valley National Advisers
Pennsylvania
$17.8M
4
MFP
Meridian Financial Partners
Virginia
$206K
5
Wells Fargo
Wells Fargo
California
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
276
IHT Wealth Management
Illinois
$246K +$901 +19 +0.4%
SFC
277
SYM Financial Corp
Indiana
$244K – – –
SCM
278
Stonehearth Capital Management
Massachusetts
$242K -$1.12M -23,743 -82%
AL
279
ADE LLC
Maryland
$238K +$16.6K +351 +7%
Qube Research & Technologies (QRT)
280
Qube Research & Technologies (QRT)
United Kingdom
$236K -$6.87M -145,355 -97%
AA
281
Aufman Associates
Pennsylvania
$235K +$2.75K +58 +1%
IFWM
282
Institute for Wealth Management
Colorado
$231K -$19.3K -409 -8%
WA
283
Wealth Alliance
New York
$229K +$17.6K +373 +8%
EWM
284
Endowment Wealth Management
Wisconsin
$228K +$228K +4,819 New
APC
285
Aspire Private Capital
North Carolina
$226K -$6.59K -139 -3%
BPA
286
Beacon Pointe Advisors
California
$226K -$2.7K -57 -1%
QWM
287
QP Wealth Management
New Jersey
$222K +$5.07K +107 +2%
CNWM
288
Clay Northam Wealth Management
California
$222K +$222K +4,695 New
OIA
289
OneDigital Investment Advisors
Kansas
$219K -$14.2K -300 -6%
KA
290
Kovack Advisors
Florida
$217K -$32.8K -693 -13%
AWMG
291
Alliance Wealth Management Group
New Jersey
$211K – – –
TCM
292
Towercrest Capital Management
Pennsylvania
$211K – – –
BNP Paribas Financial Markets
293
BNP Paribas Financial Markets
France
$206K +$206K +4,360 New
MFP
294
Meridian Financial Partners
Virginia
$206K -$15.2M -324,649 -99%
MCM
295
Morton Capital Management
California
$203K +$203K +4,296 New
TFGT
296
TS Financial Group (TSFG)
Illinois
$195K +$47 +1 +0%
CCM
297
Covington Capital Management
California
$195K +$53.6K +1,135 +38%
Citigroup
298
Citigroup
New York
$195K +$105K +2,223 +118%
BHWM
299
Bay Harbor Wealth Management
Maryland
$178K -$206K -4,461 -54%
SPIA
300
Steward Partners Investment Advisory
New York
$164K -$590K -12,448 -78%
10 11
12
13 14