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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$2.88M +$121K +2,535 +4%
CSIC
102
Clifford Swan Investment Counsel
California
$2.86M
LA
103
LexAurum Advisors
Kansas
$2.85M +$547K +11,456 +24%
CWM
104
Cornerstone Wealth Management
Missouri
$2.79M +$429K +8,983 +18%
GWM
105
Geneos Wealth Management
Colorado
$2.77M +$202K +4,224 +8%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$2.73M -$342K -7,172 -11%
Mariner
107
Mariner
Kansas
$2.71M +$78.5K +1,645 +3%
Stifel Financial
108
Stifel Financial
Missouri
$2.58M -$263K -5,504 -9%
MWM
109
Minot Wealth Management
Massachusetts
$2.46M -$347K -7,259 -12%
FFS
110
Founders Financial Securities
Maryland
$2.42M +$104K +2,175 +4%
HI
111
Horizon Investments
North Carolina
$2.41M +$108K +2,262 +5%
CAL
112
Capital Advisors Ltd
Ohio
$2.4M -$107K -2,249 -4%
CHJWM
113
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.38M -$794K -16,641 -25%
AWA
114
Arkadios Wealth Advisors
Georgia
$2.3M -$732K -15,330 -24%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$2.25M
CFG
116
Cooper Financial Group
California
$2.08M +$290K +6,084 +16%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$1.99M -$659K -13,812 -25%
GIP
118
Greatmark Investment Partners
Georgia
$1.98M -$140K -2,925 -7%
HFM
119
Hartford Financial Management
Connecticut
$1.97M -$167K -3,491 -8%
PFM
120
Peak Financial Management
Massachusetts
$1.94M +$647K +13,549 +49%
ATFA
121
All Terrain Financial Advisors
Minnesota
$1.93M +$176K +3,686 +10%
PA
122
Perennial Advisors
New York
$1.92M -$363K -7,607 -16%
CWM
123
Collaborative Wealth Management
Florida
$1.9M +$1.92M +40,179 New
WAG
124
Winthrop Advisory Group
Massachusetts
$1.9M -$238K -4,986 -11%
EPWM
125
Essex Private Wealth Management
Massachusetts
$1.9M -$480K -10,060 -20%

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.