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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
CB
76
Community Bank
New York
$5.59M
CIAS
77
Capital Investment Advisory Services
North Carolina
$5.54M -$248K -5,196 -4%
HCM
78
Hollencrest Capital Management
California
$5M -$1.02M -21,408 -17%
CP
79
Corbenic Partners
Pennsylvania
$4.96M +$47.5K +994 +1%
OPS
80
Orion Portfolio Solutions
Nebraska
$4.8M -$641K -13,424 -12%
RJA
81
Raymond James & Associates
Florida
$4.51M -$177K -3,711 -4%
GVAG
82
Great Valley Advisor Group
Delaware
$4.46M -$194K -4,073 -4%
Jane Street
83
Jane Street
New York
$4.36M +$3.17M +66,316 +257%
COCM
84
Charter Oak Capital Management
New Hampshire
$4.35M -$198K -4,138 -4%
PWM
85
Peterson Wealth Management
Nevada
$4.24M -$777K -16,277 -15%
EE
86
EWG Elevate
California
$4.22M -$2.14M -44,830 -33%
FAIM
87
Financial Advocates Investment Management
Washington
$4.2M +$570K +11,933 +15%
BWM
88
BCS Wealth Management
Tennessee
$4.17M -$140K -2,938 -3%
CWM
89
Curi Wealth Management
North Carolina
$4.16M +$609K +12,764 +17%
AF
90
Advisornet Financial
Minnesota
$4.13M +$1.66M +34,817 +66%
PCMU
91
Paragon Capital Management (Utah)
Utah
$3.91M +$3.94M +82,534 New
BZWA
92
Blue Zone Wealth Advisors
California
$3.46M -$1.29M -27,069 -27%
ACP
93
Aveo Capital Partners
Colorado
$3.3M +$1.15M +24,172 +53%
FIM
94
Freedom Investment Management
Connecticut
$3.25M +$156K +3,262 +5%
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$3.17M -$1.41M -29,465 -31%
TNA
96
True North Advisors
Texas
$3.16M -$3.2M -67,123 Closed
MML Investors Services
97
MML Investors Services
Massachusetts
$3.14M -$30.6K -642 -1%
AP
98
Advisors Preferred
Maryland
$3.09M -$11.8K -248 -0.4%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$2.98M +$3.01M +63,009 New
SA
100
Shilanski & Associates
Alaska
$2.94M +$82.6K +1,730 +3%

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.