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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
EIP
351
Ellis Investment Partners
Pennsylvania
$8K
LPWM
352
Lake Point Wealth Management
Texas
$8K
MBFW
353
Morton Brown Family Wealth
Pennsylvania
$8K +$7.92K +166 New
BlackRock
354
BlackRock
New York
$6K +$6.11K +128 New
AWA
355
Amplius Wealth Advisors
Pennsylvania
$5K +$5.78K +121 New
KFS
356
Kelly Financial Services
Massachusetts
$4.73K
1IA
357
1834 Investment Advisors
Wisconsin
$2K
DAC
358
Dividend Assets Capital
South Carolina
$2K
SBL
359
Sargent Bickham Lagudis
Colorado
$2K
AW
360
Alaethes Wealth
Nevada
$1K
PA
361
Parallel Advisors
California
$1K +$764 +16 New
FGAM
362
Financial Gravity Asset Management
Texas
$994 +$10.2K +214 +1,019%
CP
363
Castleview Partners
Texas
$748 +$1.69M +35,450 New
FFG
364
Ford Financial Group
California
$192 -$154K -3,224 -44%
WIM
365
Westside Investment Management
California
$42
Barclays
366
Barclays
United Kingdom
-$7.36M -152,401 Closed
OBWG
367
Onyx Bridge Wealth Group
New York
-$3.43M -71,625 Closed
JWCA
368
J.W. Cole Advisors
Florida
-$2.04M -42,626 Closed
PCA
369
Pallas Capital Advisors
Massachusetts
-$1.88M -39,326 Closed
AFS
370
Aft Forsyth & Sober
Florida
-$1.88M -38,900 Closed
PPW
371
Pasadena Private Wealth
California
-$1.86M -38,411 Closed
MA
372
Mutual Advisors
Nebraska
-$1.83M -37,832 Closed
GRP
373
Global Retirement Partners
California
-$1.62M -33,564 Closed
Principal Financial Group
374
Principal Financial Group
Iowa
-$1.38M -28,510 Closed
CAG
375
Csenge Advisory Group
Florida
-$1.09M -22,688 Closed

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.