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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
FCCM
201
First City Capital Management
Georgia
$704K -$5.57K -115 -0.8%
MI
202
Moneywise Inc
Virginia
$703K -$316K -6,513 -31%
PFS
203
Prospera Financial Services
Texas
$699K -$165K -3,408 -19%
VCA
204
Verdence Capital Advisors
Maryland
$677K +$4.17K +86 +0.6%
GCA
205
Greenwood Capital Associates
South Carolina
$673K -$45.5K -940 -6%
MWM
206
Maltin Wealth Management
New Jersey
$661K +$4.65K +96 +0.7%
TIM
207
Tortoise Investment Management
New York
$652K +$46.5K +960 +8%
NCM
208
Next Capital Management
New York
$632K -$40.8K -842 -6%
SFWC
209
Strategic Family Wealth Counselors
New Jersey
$615K -$2.13K -44 -0.3%
CA
210
Cetera Advisors
Colorado
$612K +$25.3K +523 +4%
CFG
211
Citizens Financial Group
Rhode Island
$610K +$146K +3,004 +31%
NB
212
Northwest Bancshares
Pennsylvania
$606K -$210K -4,345 -26%
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$605K +$5.57K +115 +0.9%
SPA
214
Sentinel Pension Advisors
Massachusetts
$587K
CAN
215
Cetera Advisor Networks
California
$572K +$228K +4,703 +66%
OMC
216
Old Mission Capital
Illinois
$553K -$6.56M -135,491 -92%
VFPI
217
Vantage Financial Partners (Illinois)
Illinois
$532K -$9.69K -200 -2%
MMA
218
Miracle Mile Advisors
California
$525K -$34.4K -710 -6%
HFAS
219
Hummer Financial Advisory Services
Illinois
$517K
DWM
220
Dakota Wealth Management
Florida
$491K -$4.94K -102 -1%
AFM
221
Abbot Financial Management
Massachusetts
$488K -$24.2K -500 -5%
KOC
222
Koss-Olinger Consulting
Florida
$481K +$2.33K +48 +0.5%
AFG
223
Albion Financial Group
Utah
$472K -$13.6K -281 -3%
MSCM
224
McElhenny Sheffield Capital Management
Texas
$466K +$467K +9,637 New
HFS
225
Horizon Financial Services
North Carolina
$459K -$2.76M -57,009 -86%

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.