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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
Cerity Partners
51
Cerity Partners
New York
$8.43M +$8.5M +178,011 New
CCM
52
Cribstone Capital Management
Maine
$8.21M +$348K +7,281 +4%
SEIA
53
Signature Estate & Investment Advisors
California
$8.15M +$223K +4,681 +3%
BFG
54
Bouchey Financial Group
New York
$8.09M -$17.4M -364,463 -68%
LC
55
Legacy CG
Texas
$7.96M +$8.03M +168,230 New
HWM
56
HB Wealth Management
Georgia
$7.74M +$7.8M +163,459 New
LFPWM
57
Leicht Financial Planning & Wealth Management
New Jersey
$7.62M -$3.96K -83 -0.1%
LGWM
58
Litman Gregory Wealth Management
California
$7.45M -$3.3M -69,075 -31%
RWM
59
Reston Wealth Management
Virginia
$7.41M +$85.9K +1,800 +1%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$6.8M +$462K +9,684 +7%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$6.79M -$1.35M -28,281 -16%
TFF
62
The Family Firm
Maryland
$6.74M -$525 -11 -0%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$6.5M -$168K -3,520 -3%
KC
64
Kingfisher Capital
North Carolina
$6.49M +$96K +2,010 +1%
VWA
65
Visionary Wealth Advisors
Illinois
$6.36M +$2.81M +58,881 +78%
GC
66
Grimes & Company
Massachusetts
$6.35M -$448K -9,384 -7%
CCM
67
Canal Capital Management
Virginia
$6.26M +$2.45M +51,341 +63%
HFA
68
HC Financial Advisors
California
$6.24M -$1.96M -41,051 -24%
PWMAG
69
Pinnacle Wealth Management Advisory Group
New Jersey
$6.01M -$516K -10,811 -8%
FC
70
Fusion Capital
South Carolina
$5.91M +$160K +3,345 +3%
CC
71
Callan Capital
California
$5.85M +$37.8K +792 +0.6%
NEGWA
72
New England Guild Wealth Advisors
Connecticut
$5.85M -$129K -2,696 -2%
GSEP
73
Golden State Equity Partners
California
$5.84M +$2.43M +50,894 +70%
LFAS
74
Level Four Advisory Services
Texas
$5.83M -$1.2M -25,091 -17%
CWM
75
Connecticut Wealth Management
Connecticut
$5.79M +$633K +13,260 +12%

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.