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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
CFAM
151
Center For Asset Management
Florida
$1.23M -$139K -2,917 -10%
AWM
152
Avitas Wealth Management
California
$1.22M +$26K +545 +2%
SG
153
StoneX Group
New York
$1.22M +$14K +293 +1%
CPIA
154
Cornell Pochily Investment Advisors
New York
$1.22M +$206K +4,306 +20%
BRWM
155
B. Riley Wealth Management
Tennessee
$1.2M -$143K -3,003 -11%
MFGM
156
Marshall Financial Group (Maryland)
Maryland
$1.18M +$1.19M +24,996 New
Verition Fund Management
157
Verition Fund Management
Connecticut
$1.14M -$398K -8,346 -26%
SIA
158
SeaBridge Investment Advisors
New Jersey
$1.13M +$70.5K +1,476 +7%
SAM
159
Summit Asset Management
Tennessee
$1.13M +$361K +7,570 +46%
ACK
160
Andrew C. Karlinski
$1.13M +$1.14M +23,799 New
ARC
161
Advisor Resource Council
Texas
$1.11M +$1.12M +23,461 New
CA
162
Continuum Advisory
Idaho
$1.11M -$4.49M -93,963 -80%
WW
163
Waterfront Wealth
Kansas
$1.09M -$91.4K -1,914 -8%
OWA
164
Opal Wealth Advisors
New York
$1.07M +$685K +14,345 +174%
CAN
165
Cetera Advisor Networks
California
$1.07M +$510K +10,679 +90%
NDSI
166
Newman Dignan & Sheerar Inc
Rhode Island
$1.05M +$38.2K +801 +4%
TI
167
Tidal Investments
Wisconsin
$1.04M +$6.92K +145 +0.7%
VAS
168
Vestmark Advisory Solutions
Massachusetts
$1.02M +$97.2K +2,036 +10%
M
169
MOTCO
Texas
$1.02M +$68.2K +1,428 +7%
IWC
170
Integrated Wealth Concepts
Massachusetts
$970K -$71.3K -1,494 -7%
SC
171
Savant Capital
Illinois
$969K -$53.4K -1,119 -5%
William Blair & Company
172
William Blair & Company
Illinois
$923K -$1.77K -37 -0.2%
FFA
173
First Foundation Advisors
California
$904K
JHCP
174
Jackson Hole Capital Partners
Oklahoma
$899K -$230K -4,811 -20%
TW
175
Towerpoint Wealth
California
$890K -$103K -2,163 -10%

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.