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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
AWM
326
Accel Wealth Management
Iowa
$44K
AP
327
Atwood & Palmer
Missouri
$44K
PA
328
PSI Advisors
Florida
$43K -$167K -3,504 -80%
ANBT
329
American National Bank & Trust
Texas
$40K
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$36K +$36.2K +759 New
GEA
331
Glen Eagle Advisors
New Jersey
$30.8K
CWM
332
Cranbrook Wealth Management
Michigan
$28K
CWS
333
Confluence Wealth Services
Pennsylvania
$28K +$28.6K +600 New
OC
334
Oakworth Capital
Alabama
$26K +$26.2K +548 New
FFWM
335
Future Financial Wealth Management
Ohio
$26K +$26.5K +555 New
NC
336
NewSquare Capital
Pennsylvania
$23K
MAM
337
McCarthy Asset Management
California
$22K +$286 +6 +1%
TCM
338
TD Capital Management
Tennessee
$22K +$286 +6 +1%
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$20K
TFP
340
Tilia Fiduciary Partners
North Carolina
$17K +$17.4K +364 New
DWMG
341
DB Wealth Management Group
California
$16K
TFA
342
Toth Financial Advisory
Virginia
$16K
BAM
343
Bellevue Asset Management
Washington
$16K +$812 +17 +5%
BWM
344
Baystate Wealth Management
Massachusetts
$16K +$1.43K +30 +10%
RPCONE
345
Retirement Planning Company of New England
Rhode Island
$16K +$16.7K +350 New
ARMC
346
American Research & Management Company
Massachusetts
$14K
CA
347
CoreCap Advisors
Michigan
$14K +$14.5K +304 New
CA
348
Cornerstone Advisory
Maryland
$10K +$9.69K +203 New
SWA
349
SOA Wealth Advisors
New York
$9K
HFS
350
Horizon Financial Services
North Carolina
$8.99K -$444K -9,303 -98%

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.