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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
DAM
251
Deltec Asset Management
New York
$219K
DC
252
Davenport & Co
Virginia
$215K -$38.4K -944 -15%
AA
253
Aufman Associates
Pennsylvania
$213K +$2.32K +57 +1%
SWP
254
Stratos Wealth Partners
Ohio
$212K +$213K +5,222 New
PFS
255
Prospera Financial Services
Texas
$207K -$43.1K -1,059 -17%
TPW
256
Transatlantique Private Wealth
New York
$203K +$204K +5,001 New
CRC
257
Curi RMB Capital
Illinois
$203K +$203K +4,996 New
MA
258
MCF Advisors
Kentucky
$198K +$1.06K +26 +0.5%
GEA
259
Glen Eagle Advisors
New Jersey
$176K
RIA
260
Realta Investment Advisors
Delaware
$152K +$152K +3,743 New
AFG
261
Albion Financial Group
Utah
$124K -$31.3K -770 -20%
PP
262
Pacifica Partners
Canada
$116K -$3.46K -85 -3%
OIA
263
Optimum Investment Advisors
Illinois
$109K
FPB
264
First PREMIER Bank
South Dakota
$107K
IA
265
IFP Advisors
Florida
$107K -$651 -16 -0.6%
RCM
266
Raleigh Capital Management
North Carolina
$105K +$106K +2,592 New
BWP
267
Baldwin Wealth Partners
Massachusetts
$103K -$4.15K -102 -4%
BCM
268
Bourgeon Capital Management
Connecticut
$96.3K +$96.7K +2,375 New
SPIA
269
Steward Partners Investment Advisory
New York
$90.3K -$51K -1,252 -36%
OAJ
270
Ogorek Anthony Joseph
New York
$85K
CIAS
271
Capital Investment Advisory Services
North Carolina
$81.1K +$81.4K +2,000 New
TWC
272
TD Waterhouse Canada
Ontario, Canada
$64.5K
AIC
273
Archer Investment Corporation
Indiana
$64.4K
PB
274
Pinnacle Bancorp
Nebraska
$63.3K -$36.4K -894 -36%
CIA
275
Cape Investment Advisory
Georgia
$63.1K +$11.2K +275 +21%

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.