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State Street DoubleLine Total Return Tactical ETF

309 hedge funds and large institutions have $1.41B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

5% less funds holding

Funds holding: 326309 (-17)

6.47% less ownership

Funds ownership: 73.5%67.04% (-6.5%)

14% less capital invested

Capital invested by funds: $1.64B → $1.41B (-$230M)

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

40% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 152

Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
Net Calls
+$124K
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Perennial Advisors
New York
$268K -$953K -22,668 -77%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$266K -$21K -499 -7%
KWM
228
Kingsview Wealth Management
Oregon
$264K
CAG
229
Csenge Advisory Group
Florida
$262K +$274K +6,513 New
PFS
230
Prospera Financial Services
Texas
$256K +$95.9K +2,280 +56%
AWA
231
Artemis Wealth Advisors
New York
$248K -$464K -11,036 -64%
MFA
232
Morling Financial Advisors
California
$242K -$137K -3,256 -35%
KP
233
Keel Point
Alabama
$241K +$252K +5,986 New
AWA
234
Arete Wealth Advisors
Illinois
$237K +$248K +5,895 New
CP
235
Castleview Partners
Texas
$233K +$244K +5,796 +57,960%
FIB
236
First Interstate Bank
Montana
$224K
IA
237
IFP Advisors
Florida
$223K +$631 +15 +0.3%
PPP
238
Private Portfolio Partners
New Jersey
$219K -$200K -4,748 -47%
1IA
239
1620 Investment Advisors
Massachusetts
$218K +$228K +5,425 New
DAM
240
Deltec Asset Management
New York
$217K
AFG
241
Albion Financial Group
Utah
$210K -$11.4K -270 -5%
ECM
242
Evergreen Capital Management
Washington
$209K +$757 +18 +0.3%
Lido Advisors
243
Lido Advisors
California
$208K -$6.1K -145 -3%
QWM
244
QP Wealth Management
New Jersey
$207K +$216K +5,135 New
AA
245
Aufman Associates
Pennsylvania
$204K +$2.23K +53 +1%
Comerica Bank
246
Comerica Bank
Texas
$202K -$213K -5,063 -50%
AL
247
ADE LLC
Maryland
$202K
SAM
248
Strategic Asset Management
Minnesota
$201K +$21.1K +502 +11%
MA
249
MCF Advisors
Kentucky
$187K +$172K +4,101 +730%
FA
250
Fortis Advisors
Pennsylvania
$180K -$44.7K -1,062 -3%

TOTL Hedge Fund Activity: Q3 2022 in Review

309 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2022, worth a combined $1.41B — down 14% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of TOTL and 21 opened new positions — a net loss of 10 holders — while 152 trimmed existing stakes and 91 added.

The largest buyer was Bouchey Financial Group, adding an estimated $24.1M. The largest seller was LPL Financial, cutting an estimated $115M.

  • 309 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2022, down from 326 in Q2 2022.
  • Funds reported $1.41B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 21 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2022 and 31 closed out, a net change of -10 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2022 was Bouchey Financial Group, an estimated $24.1M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2022 was LPL Financial, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2022.