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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
NFG
301
Next Financial Group
Texas
$156K +$112K +2,355 +252%
PP
302
Pacifica Partners
Canada
$155K +$716 +15 +0.5%
MA
303
Montag & Associates
Georgia
$150K
IA
304
IFP Advisors
Florida
$148K -$12.4K -260 -8%
PB
305
Pinnacle Bancorp
Nebraska
$124K -$9.26K -194 -7%
SAM
306
Strategic Asset Management
Minnesota
$122K +$4.82K +101 +4%
BWP
307
Baldwin Wealth Partners
Massachusetts
$120K
PAI
308
Pittenger & Anderson Inc
Nebraska
$119K +$2.39K +50 +2%
HI
309
Harbour Investments
Wisconsin
$91K -$1.73M -36,189 -95%
WWMSC
310
Wagner Wealth Management (South Carolina)
South Carolina
$88K
PCG
311
Private Capital Group
Connecticut
$81K
TWC
312
TD Waterhouse Canada
Ontario, Canada
$75.5K +$76.4K +1,600 New
AIC
313
Archer Investment Corporation
Indiana
$75.1K
CA
314
Clearstead Advisors
Ohio
$74K -$23.2K -487 -24%
OAJ
315
Ogorek Anthony Joseph
New York
$67K -$80.1K -1,677 -54%
SWM
316
Spire Wealth Management
Virginia
$67K +$6.35K +133 +10%
PG
317
Proffitt & Goodson
Tennessee
$64K
WTA
318
Washington Trust Advisors
Massachusetts
$60K +$60.6K +1,270 New
PFBT
319
Parkside Financial Bank & Trust
Missouri
$57K +$1.72K +36 +3%
Jones Financial Companies
320
Jones Financial Companies
Missouri
$57K +$57.3K +1,200 New
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$54K +$9.83K +206 +22%
TAM
322
Tucker Asset Management
Colorado
$52.6K
YAL
323
Your Advocates Ltd
Texas
$50K +$44K +922 +738%
FA
324
Financial Avengers
California
$47K
EWA
325
EverSource Wealth Advisors
Alabama
$47K +$47K +985 New

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.