We are live on ! Find out more
TOTL icon

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
BWP
301
Baldwin Wealth Partners
Massachusetts
$123K -$727 -15 -0.6%
PAI
302
Pittenger & Anderson Inc
Nebraska
$119K -$26.9K -555 -18%
SAM
303
Strategic Asset Management
Minnesota
$119K +$120K +2,477 New
CA
304
Clearstead Advisors
Ohio
$99K +$99.4K +2,051 New
Citigroup
305
Citigroup
New York
$91K -$92.6K -1,912 -50%
WWMSC
306
Wagner Wealth Management (South Carolina)
South Carolina
$89K -$56.6K -1,168 -39%
PCG
307
Private Capital Group
Connecticut
$83K
AIC
308
Archer Investment Corporation
Indiana
$76.7K +$76.9K +1,587 New
PG
309
Proffitt & Goodson
Tennessee
$65K
SWM
310
Spire Wealth Management
Virginia
$62K
WT
311
Washington Trust
Rhode Island
$61K
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.4K
GAM
313
Gemmer Asset Management
California
$58K +$388 +8 +0.7%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$56K -$6.83K -141 -11%
MA
315
MCF Advisors
Kentucky
$54K +$630 +13 +1%
TAM
316
Tucker Asset Management
Colorado
$53.2K
FA
317
Financial Avengers
California
$48K
FGAM
318
Financial Gravity Asset Management
Texas
$48K
NFG
319
Next Financial Group
Texas
$45K -$10.4K -215 -19%
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$45K -$6.35K -131 -12%
AP
321
Atwood & Palmer
Missouri
$45K
AWM
322
Accel Wealth Management
Iowa
$44K
CDIA
323
Capital Directions Investment Advisors
Georgia
$43K +$26.3K +543 +158%
ANBT
324
American National Bank & Trust
Texas
$41K +$40.9K +845 New
FCM
325
Firestone Capital Management
Florida
$35K

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.