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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
GEA
326
Glen Eagle Advisors
New Jersey
$31.4K
CWM
327
Cranbrook Wealth Management
Michigan
$29K
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K -$36.3K -750 -60%
NC
329
NewSquare Capital
Pennsylvania
$24K -$14K -290 -37%
CAGAS
330
Capital Advisory Group Advisory Services
Minnesota
$24K
HWMA
331
Heritage Wealth Management (Arizona)
Arizona
$23K -$872 -18 -4%
GKWIM
332
Gerber Kawasaki Wealth & Investment Management
California
$23K +$23.3K +481 New
TCM
333
TD Capital Management
Tennessee
$22K -$48 -1 -0.2%
MAM
334
McCarthy Asset Management
California
$22K +$145 +3 +0.6%
HF
335
Halpern Financial
Virginia
$21.7K +$21.8K +449 New
PFGIA
336
Patriot Financial Group Insurance Agency
Massachusetts
$20K
TFA
337
Toth Financial Advisory
Virginia
$17K
BAM
338
Bellevue Asset Management
Washington
$16K -$78.1K -1,613 -83%
APWA
339
Atlas Private Wealth Advisors
New Jersey
$16K
DWMG
340
DB Wealth Management Group
California
$16K
ARMC
341
American Research & Management Company
Massachusetts
$15K
BWM
342
Baystate Wealth Management
Massachusetts
$15K +$10.1K +208 +198%
RFWA
343
RPg Family Wealth Advisory
Massachusetts
$10.1K
LPWM
344
Lake Point Wealth Management
Texas
$9K
SWA
345
SOA Wealth Advisors
New York
$9K
KIG
346
Kowal Investment Group
Wisconsin
$9K +$8.82K +182 New
EIP
347
Ellis Investment Partners
Pennsylvania
$8K
BU
348
BBVA USA
Alabama
$7K
YAL
349
Your Advocates Ltd
Texas
$6K -$2.91K -60 -32%
KFS
350
Kelly Financial Services
Massachusetts
$4.83K -$230K -4,741 -98%

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.