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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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$3.13M +$164K +3,389 +6%
AWA
102
Arkadios Wealth Advisors
Georgia
$3.09M -$549K -11,337 -15%
SA
103
Shilanski & Associates
Alaska
$2.91M +$216K +4,466 +8%
Stifel Financial
104
Stifel Financial
Missouri
$2.9M -$117K -2,416 -4%
CSIC
105
Clifford Swan Investment Counsel
California
$2.89M +$436K +9,000 +17%
MWM
106
Minot Wealth Management
Massachusetts
$2.86M -$1.09M -22,437 -27%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.81M -$68.4K -1,411 -2%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$2.7M -$173K -3,565 -6%
Mariner
109
Mariner
Kansas
$2.69M -$24K -496 -0.9%
GWM
110
Geneos Wealth Management
Colorado
$2.63M +$250K +5,165 +10%
CAG
111
Curtis Advisory Group
California
$2.61M -$889K -18,351 -25%
CAL
112
Capital Advisors Ltd
Ohio
$2.56M -$328K -6,761 -11%
AF
113
Advisornet Financial
Minnesota
$2.54M +$1.6M +32,993 +169%
EPWM
114
Essex Private Wealth Management
Massachusetts
$2.42M -$159K -3,272 -6%
CWM
115
Cornerstone Wealth Management
Missouri
$2.42M +$137K +2,837 +6%
FFS
116
Founders Financial Securities
Maryland
$2.36M +$553K +11,406 +30%
LA
117
LexAurum Advisors
Kansas
$2.35M +$3.83K +79 +0.2%
HI
118
Horizon Investments
North Carolina
$2.34M -$1.27M -26,167 -35%
PA
119
Perennial Advisors
New York
$2.33M -$136K -2,811 -6%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2.29M -$195K -4,020 -8%
ACP
121
Aveo Capital Partners
Colorado
$2.2M +$173K +3,568 +9%
WAG
122
Winthrop Advisory Group
Massachusetts
$2.18M -$928K -19,157 -30%
HFM
123
Hartford Financial Management
Connecticut
$2.17M -$1.91M -39,381 -47%
GIP
124
Greatmark Investment Partners
Georgia
$2.16M -$32K -660 -1%
JWCA
125
J.W. Cole Advisors
Florida
$2.04M +$540K +11,142 +35%

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.