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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
EWM
251
EPG Wealth Management
Georgia
$179K +$187K +4,456 New
WIM
252
Westside Investment Management
California
$153K +$181K +4,300 +478%
RIA
253
Realta Investment Advisors
Delaware
$149K +$156K +3,709 New
GEA
254
Glen Eagle Advisors
New Jersey
$124K +$103K +2,440 +375%
OAJ
255
Ogorek Anthony Joseph
New York
$124K
PP
256
Pacifica Partners
Canada
$117K -$16.4K -391 -12%
SPIA
257
Steward Partners Investment Advisory
New York
$115K -$20.4K -485 -15%
WAM
258
Worth Asset Management
Texas
$111K -$57.8K -1,375 -33%
PB
259
Pinnacle Bancorp
Nebraska
$95K
BWP
260
Baldwin Wealth Partners
Massachusetts
$94K
BHWM
261
Bay Harbor Wealth Management
Maryland
$91K +$29.5K +701 +45%
TWC
262
TD Waterhouse Canada
Ontario, Canada
$64.5K
AIC
263
Archer Investment Corporation
Indiana
$63.8K
FWM
264
Focused Wealth Management
New York
$58K -$715 -17 -1%
PAI
265
Pittenger & Anderson Inc
Nebraska
$56K -$51.1K -1,215 -46%
WTA
266
Washington Trust Advisors
Massachusetts
$51K
TFGT
267
TS Financial Group (TSFG)
Illinois
$50K -$27.1K -645 -34%
HI
268
Harbour Investments
Wisconsin
$49K
HNB
269
Huntington National Bank
Ohio
$49K
MA
270
Montag & Associates
Georgia
$45K
Citigroup
271
Citigroup
New York
$42K -$106K -2,522 -71%
HVM
272
Harvest Volatility Management
Connecticut
$40K
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$40K
AWM
274
Accel Wealth Management
Iowa
$37K
AP
275
Atwood & Palmer
Missouri
$37K

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.