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State Street DoubleLine Total Return Tactical ETF

364 hedge funds and large institutions have $2.16B invested in State Street 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

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

1.97% more ownership

Funds ownership: 72.79%74.76% (+2%)

1% more funds holding

Funds holding: 359364 (+5)

7% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 124

3% less capital invested

Capital invested by funds: $2.24B → $2.16B (-$75.7M)

Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.6%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
276
IHT Wealth Management
Illinois
$246K +$907 +19 +0.4%
SFC
277
SYM Financial Corp
Indiana
$244K
SCM
278
Stonehearth Capital Management
Massachusetts
$242K -$1.13M -23,743 -82%
AL
279
ADE LLC
Maryland
$238K +$16.8K +351 +7%
Qube Research & Technologies (QRT)
280
Qube Research & Technologies (QRT)
United Kingdom
$236K -$6.94M -145,355 -97%
AA
281
Aufman Associates
Pennsylvania
$235K +$2.77K +58 +1%
IFWM
282
Institute for Wealth Management
Colorado
$231K -$19.5K -409 -8%
WA
283
Wealth Alliance
New York
$229K +$17.8K +373 +8%
EWM
284
Endowment Wealth Management
Wisconsin
$228K +$230K +4,819 New
APC
285
Aspire Private Capital
North Carolina
$226K -$6.64K -139 -3%
BPA
286
Beacon Pointe Advisors
California
$226K -$2.72K -57 -1%
QWM
287
QP Wealth Management
New Jersey
$222K +$5.11K +107 +2%
CNWM
288
Clay Northam Wealth Management
California
$222K +$224K +4,695 New
OIA
289
OneDigital Investment Advisors
Kansas
$219K -$14.3K -300 -6%
KA
290
Kovack Advisors
Florida
$217K -$33.1K -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 +$208K +4,360 New
MFP
294
Meridian Financial Partners
Virginia
$206K -$15.5M -324,649 -99%
MCM
295
Morton Capital Management
California
$203K +$205K +4,296 New
TFGT
296
TS Financial Group (TSFG)
Illinois
$195K +$48 +1 +0%
CCM
297
Covington Capital Management
California
$195K +$54.2K +1,135 +38%
Citigroup
298
Citigroup
New York
$195K +$106K +2,223 +118%
BHWM
299
Bay Harbor Wealth Management
Maryland
$178K -$213K -4,461 -54%
SPIA
300
Steward Partners Investment Advisory
New York
$164K -$594K -12,448 -78%

TOTL Hedge Fund Activity: Q4 2021 in Review

364 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2021, worth a combined $2.16B — down 3.4% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TOTL positions and 45 closed out — a net gain of 13 holders — while 133 added to existing stakes and 124 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $16M. The largest seller was Focused Wealth Management, cutting an estimated $48M.

  • 364 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2021, up from 359 in Q3 2021.
  • Funds reported $2.16B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2021, down 3.4% quarter-over-quarter.
  • 58 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2021 and 45 closed out, a net change of +13 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2021 was Citadel Advisors, an estimated $16M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2021 was Focused Wealth Management, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2021.