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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
BA
126
Ballew Advisors
Mississippi
$2M -$15.7K -324 -0.8%
AFS
127
Aft Forsyth & Sober
Florida
$1.88M -$1.7M -35,000 -47%
PCA
128
Pallas Capital Advisors
Massachusetts
$1.88M -$3.76M -77,706 -66%
PPW
129
Pasadena Private Wealth
California
$1.86M +$40.8K +843 +2%
HI
130
Harbour Investments
Wisconsin
$1.84M +$105K +2,162 +6%
MA
131
Mutual Advisors
Nebraska
$1.83M -$148K -3,064 -7%
CFG
132
Cooper Financial Group
California
$1.82M +$149K +3,083 +9%
MIM
133
Macroview Investment Management
Maryland
$1.81M +$232K +4,785 +15%
ATFA
134
All Terrain Financial Advisors
Minnesota
$1.79M +$155K +3,194 +9%
CA
135
Calton & Associates
Florida
$1.76M -$16.1K -333 -0.9%
SIA
136
Strategic Investment Advisors
Michigan
$1.73M +$34.5K +713 +2%
BA
137
Bridge Advisory
California
$1.68M -$160K -3,303 -9%
CW
138
CreativeOne Wealth
Kansas
$1.67M +$13K +269 +0.8%
JCM
139
Jacobi Capital Management
Pennsylvania
$1.65M +$107K +2,216 +7%
GRP
140
Global Retirement Partners
California
$1.62M +$103K +2,135 +7%
AC
141
Addison Capital
Pennsylvania
$1.6M -$9.3K -192 -0.6%
IIM
142
InTrack Investment Management
Vermont
$1.6M -$246K -5,077 -13%
NPP
143
New Potomac Partners
Maryland
$1.58M -$19.4K -400 -1%
Verition Fund Management
144
Verition Fund Management
Connecticut
$1.56M +$1.57M +32,346 New
CM
145
Columbus Macro
Pennsylvania
$1.54M +$1.55M +31,947 New
VAG
146
VisionPoint Advisory Group
Texas
$1.49M -$659K -13,605 -30%
WA
147
Winfield Associates
Ohio
$1.49M -$19.4K -400 -1%
CPIG
148
Chicago Partners Investment Group
Illinois
$1.41M -$175K -3,604 -11%
CFAM
149
Center For Asset Management
Florida
$1.4M +$124K +2,556 +10%
SCM
150
Stonehearth Capital Management
Massachusetts
$1.4M -$928K -19,148 -40%

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.