We are live on ! Find out more
TOTL icon

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
MIM
126
Macroview Investment Management
Maryland
$1.8M +$26.8K +562 +2%
CA
127
Calton & Associates
Florida
$1.78M +$58.5K +1,225 +3%
LFP
128
Leeward Financial Partners
Washington
$1.75M +$1.77M +37,013 New
FWM
129
Focused Wealth Management
New York
$1.7M -$48M -1,005,354 -97%
CAG
130
Curtis Advisory Group
California
$1.66M -$902K -18,889 -35%
HFS
131
Howard Financial Services
Texas
$1.61M +$785K +16,451 +93%
CW
132
CreativeOne Wealth
Kansas
$1.61M -$19.3K -404 -1%
JCM
133
Jacobi Capital Management
Pennsylvania
$1.6M -$22.3K -468 -1%
AC
134
Addison Capital
Pennsylvania
$1.6M +$23K +482 +1%
AAS
135
Ameritas Advisory Services
Nebraska
$1.57M +$1.58M +33,198 New
CM
136
Columbus Macro
Pennsylvania
$1.56M +$49.6K +1,039 +3%
NPP
137
New Potomac Partners
Maryland
$1.55M -$2.86K -60 -0.2%
IIM
138
InTrack Investment Management
Vermont
$1.54M -$39.2K -821 -2%
FHA
139
Flagship Harbor Advisors
Massachusetts
$1.5M +$1.07M +22,394 +240%
SIA
140
Strategic Investment Advisors
Michigan
$1.47M -$224K -4,700 -13%
VAG
141
VisionPoint Advisory Group
Texas
$1.47M +$36.4K +763 +2%
WA
142
Winfield Associates
Ohio
$1.46M
LJAC
143
L.J. Altfest & Co
New York
$1.45M +$1.46M +30,555 New
GSWM
144
Golden State Wealth Management
California
$1.43M +$1.09M +22,799 +308%
MMA
145
Miracle Mile Advisors
California
$1.4M +$889K +18,615 +171%
OMC
146
Old Mission Capital
Illinois
$1.35M +$811K +16,991 +148%
1SB
147
1ST Source Bank
Indiana
$1.31M
GFP
148
Guardian Financial Partners
California
$1.3M +$1.31M +27,487 New
BA
149
Bridge Advisory
California
$1.28M -$376K -7,872 -23%
CCA
150
Cobblestone Capital Advisors
New York
$1.27M -$4.54K -95 -0.4%

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.