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State Street DoubleLine Total Return Tactical ETF

326 hedge funds and large institutions have $1.64B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 74.49%73.5% (-0.98%)

6% less funds holding

Funds holding: 348326 (-22)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less capital invested

Capital invested by funds: $1.85B → $1.64B (-$206M)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

55% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 175

Holders
326
Holders Change
-22
Holders Change %
-6.32%
% of All Funds
5.49%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.35%
New
31
Increased
79
Reduced
175
Closed
49
Calls
$1.87M
Puts
Net Calls
+$1.87M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Fragasso Financial Advisors
Pennsylvania
$332K +$2.97K +69 +0.9%
BCA
227
Bay Colony Advisors
Massachusetts
$326K +$4.31K +100 +1%
AWS
228
Atria Wealth Solutions
New York
$321K -$23.7K -550 -7%
GIP
229
Greatmark Investment Partners
Georgia
$319K -$404K -9,380 -55%
Qube Research & Technologies (QRT)
230
Qube Research & Technologies (QRT)
United Kingdom
$317K +$59.6K +1,383 +23%
SPL
231
Smart Portfolios LLC
Washington
$316K -$32.9K -763 -9%
LJAC
232
L.J. Altfest & Co
New York
$314K +$77.3K +1,794 +32%
BA
233
Bridge Advisory
California
$312K -$43.5K -1,009 -12%
SWA
234
Stratos Wealth Advisors
Ohio
$311K -$163K -3,773 -34%
AWM
235
Aries Wealth Management
Maine
$306K +$313K +7,257 New
Financial Engines Advisors
236
Financial Engines Advisors
California
$303K -$5.73K -133 -2%
VAG
237
VisionPoint Advisory Group
Texas
$300K -$1.06M -24,633 -78%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$300K -$45.9K -1,065 -13%
PTC
239
Private Trust Company
Ohio
$300K +$307K +7,117 New
LFA
240
Laraway Financial Advisors
Minnesota
$292K -$8.62K -200 -3%
EH
241
Equitable Holdings
New York
$288K -$50.9K -1,182 -15%
HA
242
Hofer & Associates
California
$281K -$55.7K -1,293 -16%
KWM
243
Kingsview Wealth Management
Oregon
$277K -$54.9K -1,275 -16%
JMFC
244
J.M. Forbes & Co
Massachusetts
$270K -$9.99K -232 -3%
PWMG
245
Pinnacle Wealth Management Group
Michigan
$259K -$26.9K -625 -9%
Verition Fund Management
246
Verition Fund Management
Connecticut
$253K -$388K -9,000 -60%
CPP
247
Capasso Planning Partners
South Carolina
$248K +$253K +5,874 New
NEPPG
248
New England Professional Planning Group
Rhode Island
$239K +$244K +5,663 New
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$237K -$416K -9,663 -63%
FIB
250
First Interstate Bank
Montana
$235K +$240K +5,563 New

TOTL Hedge Fund Activity: Q2 2022 in Review

326 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2022, worth a combined $1.64B — down 11% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of TOTL and 31 opened new positions — a net loss of 18 holders — while 175 trimmed existing stakes and 79 added.

The largest buyer was Ford Financial Group, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 326 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2022, down from 348 in Q1 2022.
  • Funds reported $1.64B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2022 and 49 closed out, a net change of -18 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2022 was Ford Financial Group, an estimated $13.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2022 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2022.