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State Street DoubleLine Total Return Tactical ETF

314 hedge funds and large institutions have $2.51B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $2.28B → $2.51B (+$228M)

4.18% more ownership

Funds ownership: 80.09%84.26% (+4.2%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

0% less funds holding

Funds holding: 315314 (-1)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.93%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.31%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
Net Calls
+$69K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
226
Cherry Tree Wealth Management
Minnesota
$309K +$310K +7,614 New
HA
227
Hofer & Associates
California
$306K -$10.2K -250 -3%
FM
228
Family Management
New York
$301K -$55.9K -1,373 -16%
Financial Engines Advisors
229
Financial Engines Advisors
California
$299K -$3.01K -74 -1%
GC
230
Grimes & Company
Massachusetts
$297K -$11.5K -282 -4%
LA
231
LexAurum Advisors
Kansas
$294K -$4.07K -100 -1%
FSG
232
Financial Strategies Group
Michigan
$292K -$1.1K -27 -0.4%
AL
233
ADE LLC
Maryland
$282K +$21.7K +534 +8%
GWSG
234
GPS Wealth Strategies Group
Colorado
$271K -$151K -3,716 -36%
CFAM
235
Center For Asset Management
Florida
$265K -$43.4K -1,067 -14%
PA
236
PFG Advisors
Arizona
$264K -$2.04K -50 -0.8%
SIC
237
Samalin Investment Counsel
New York
$260K -$323K -7,930 -55%
NA
238
NewEdge Advisors
Louisiana
$256K +$255K +6,263 +11,817%
MA
239
Mutual Advisors
Nebraska
$255K +$37.7K +925 +17%
PWMG
240
Prestige Wealth Management Group
New Jersey
$249K
QWM
241
QP Wealth Management
New Jersey
$248K +$14.7K +360 +6%
VWM
242
Valley Wealth Managers
New Jersey
$240K
FGAM
243
Financial Gravity Asset Management
Texas
$234K
LFA
244
Laraway Financial Advisors
Minnesota
$229K -$16.3K -400 -7%
MG
245
Mather Group
Illinois
$228K +$229K +5,622 New
DSAM
246
Dock Street Asset Management
Florida
$226K -$12M -294,543 -98%
EP
247
Essential Planning
New Hampshire
$225K -$38.5K -945 -15%
KP
248
Keel Point
Alabama
$224K +$7.69K +189 +4%
William Blair & Company
249
William Blair & Company
Illinois
$223K
LJAC
250
L.J. Altfest & Co
New York
$220K +$12.9K +316 +6%

TOTL Hedge Fund Activity: Q2 2023 in Review

314 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2023, worth a combined $2.51B — up 10% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TOTL positions and 34 closed out — a net gain of 4 holders — while 121 added to existing stakes and 115 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $81.1M. The largest seller was Osaic Holdings, cutting an estimated $13M.

  • 314 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2023, down from 315 in Q1 2023.
  • Funds reported $2.51B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 38 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2023 and 34 closed out, a net change of +4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $81.1M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2023 was Osaic Holdings, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2023.