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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
FCCM
201
First City Capital Management
Georgia
$660K -$14.3K -300 -2%
MWM
202
Maltin Wealth Management
New Jersey
$655K +$8.16K +171 +1%
EL
203
EQ LLC
Washington
$639K -$164K -3,435 -20%
MI
204
Moneywise Inc
Virginia
$627K -$62.2K -1,302 -9%
CRI
205
Colonial River Investments
Virginia
$615K +$620K +12,993 New
NAM
206
NTV Asset Management
West Virginia
$611K -$239K -5,000 -28%
NCM
207
Next Capital Management
New York
$611K -$8.07K -169 -1%
CFG
208
Citizens Financial Group
Rhode Island
$609K +$10.6K +222 +2%
SWA
209
Stratos Wealth Advisors
Ohio
$602K -$185K -3,869 -23%
SFWC
210
Strategic Family Wealth Counselors
New Jersey
$602K -$286 -6 -0%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$600K +$10.8K +226 +2%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$596K +$348K +7,298 +138%
SPA
213
Sentinel Pension Advisors
Massachusetts
$575K
CA
214
Cetera Advisors
Colorado
$570K -$29.9K -627 -5%
AWM
215
AE Wealth Management
Kansas
$548K +$553K +11,586 New
TSS
216
Two Sigma Securities
New York
$527K +$322K +6,741 +154%
MSCM
217
McElhenny Sheffield Capital Management
Texas
$512K +$56.5K +1,183 +12%
TIM
218
Tortoise Investment Management
New York
$511K -$128K -2,688 -20%
HFAS
219
Hummer Financial Advisory Services
Illinois
$507K
CPIG
220
Chicago Partners Investment Group
Illinois
$503K -$892K -18,690 -63%
AFM
221
Abbot Financial Management
Massachusetts
$502K +$23.9K +500 +5%
KOC
222
Koss-Olinger Consulting
Florida
$472K
AFG
223
Albion Financial Group
Utah
$460K -$2.15K -45 -0.5%
KWM
224
Kingsview Wealth Management
Oregon
$457K +$132K +2,759 +40%
VFPI
225
Vantage Financial Partners (Illinois)
Illinois
$450K -$71.6K -1,500 -14%

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.