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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
Principal Financial Group
151
Principal Financial Group
Iowa
$1.38M +$28.4K +586 +2%
BRWM
152
B. Riley Wealth Management
Tennessee
$1.36M +$14.4K +298 +1%
1SB
153
1ST Source Bank
Indiana
$1.34M
PFM
154
Peak Financial Management
Massachusetts
$1.33M -$36.3K -749 -3%
CCA
155
Cobblestone Capital Advisors
New York
$1.3M -$182K -3,748 -12%
Jane Street
156
Jane Street
New York
$1.25M -$52.1M -1,075,548 -98%
SG
157
StoneX Group
New York
$1.23M +$142K +2,933 +13%
AWM
158
Avitas Wealth Management
California
$1.22M +$81.2K +1,676 +7%
WW
159
Waterfront Wealth
Kansas
$1.21M -$69.7K -1,439 -5%
JHCP
160
Jackson Hole Capital Partners
Oklahoma
$1.15M -$9.98K -206 -0.9%
CAG
161
Csenge Advisory Group
Florida
$1.09M +$1.1M +22,688 New
SIA
162
SeaBridge Investment Advisors
New Jersey
$1.08M -$3.92K -81 -0.4%
OC
163
Oppenheimer & Co
New York
$1.07M -$103K -2,128 -9%
IWC
164
Integrated Wealth Concepts
Massachusetts
$1.06M +$672K +13,865 +171%
TI
165
Tidal Investments
Wisconsin
$1.06M +$13.4K +277 +1%
SC
166
Savant Capital
Illinois
$1.04M -$10.1K -208 -1%
OWM
167
OneAscent Wealth Management
Alabama
$1.04M +$1.04M +21,499 New
CPIA
168
Cornell Pochily Investment Advisors
New York
$1.03M +$170K +3,511 +20%
NDSI
169
Newman Dignan & Sheerar Inc
Rhode Island
$1.03M +$23K +474 +2%
TW
170
Towerpoint Wealth
California
$1.01M +$138K +2,845 +16%
HL
171
HeadInvest LLC
Maine
$1M -$42.5K -878 -4%
M
172
MOTCO
Texas
$970K +$174K +3,601 +22%
EFS
173
Essex Financial Services
Connecticut
$951K +$316K +6,525 +50%
William Blair & Company
174
William Blair & Company
Illinois
$943K -$5.72K -118 -0.6%
VAS
175
Vestmark Advisory Solutions
Massachusetts
$942K +$25.6K +528 +3%

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.