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State Street DoubleLine Total Return Tactical ETF

348 hedge funds and large institutions have $1.85B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 74.76%74.49% (-0.27%)

4% less funds holding

Funds holding: 364348 (-16)

14% less capital invested

Capital invested by funds: $2.16B → $1.85B (-$312M)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

47% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 179

Holders
348
Holders Change
-16
Holders Change %
-4.4%
% of All Funds
5.49%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.36%
New
34
Increased
94
Reduced
179
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Silverlake Wealth Management
Vermont
$217K -$16.5K -359 -7%
APC
277
Aspire Private Capital
North Carolina
$215K +$1.89K +41 +0.9%
WAM
278
Worth Asset Management
Texas
$210K +$225K +4,885 New
LA
279
Lifeworks Advisors
Michigan
$207K +$213K +4,622 New
IWM
280
IHT Wealth Management
Illinois
$205K -$27.8K -604 -12%
KA
281
Kovack Advisors
Florida
$205K +$368 +8 +0.2%
EWM
282
EPG Wealth Management
Georgia
$204K -$199K -4,328 -49%
EWM
283
Endowment Wealth Management
Wisconsin
$201K -$15.4K -334 -7%
QWM
284
QP Wealth Management
New Jersey
$201K -$8.69K -189 -4%
TFGT
285
TS Financial Group (TSFG)
Illinois
$174K -$10.5K -229 -6%
Citigroup
286
Citigroup
New York
$159K -$25.8K -560 -14%
WWMSC
287
Wagner Wealth Management (South Carolina)
South Carolina
$158K +$76.3K +1,659 +90%
PP
288
Pacifica Partners
Canada
$151K +$184 +4 +0.1%
SPIA
289
Steward Partners Investment Advisory
New York
$149K -$5.7K -124 -4%
SAM
290
Strategic Asset Management
Minnesota
$135K +$20.6K +447 +17%
PAI
291
Pittenger & Anderson Inc
Nebraska
$135K +$23K +500 +20%
PB
292
Pinnacle Bancorp
Nebraska
$106K -$12K -261 -10%
BWP
293
Baldwin Wealth Partners
Massachusetts
$105K -$9.2K -200 -8%
BHWM
294
Bay Harbor Wealth Management
Maryland
$98K -$76.3K -1,660 -43%
PCG
295
Private Capital Group
Connecticut
$77K
TWC
296
TD Waterhouse Canada
Ontario, Canada
$71.3K
AIC
297
Archer Investment Corporation
Indiana
$69.5K
FHA
298
First Horizon Advisors
Tennessee
$61K +$63K +1,369 New
SWM
299
Spire Wealth Management
Virginia
$58K -$6.12K -133 -9%
WTA
300
Washington Trust Advisors
Massachusetts
$57K

TOTL Hedge Fund Activity: Q1 2022 in Review

348 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2022, worth a combined $1.85B — down 14% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of TOTL and 34 opened new positions — a net loss of 13 holders — while 179 trimmed existing stakes and 94 added.

The largest buyer was Janney Capital Management, adding an estimated $14.2M. The largest seller was Osaic Holdings, cutting an estimated $27.8M.

  • 348 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $1.85B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 34 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2022 and 47 closed out, a net change of -13 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2022 was Janney Capital Management, an estimated $14.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2022 was Osaic Holdings, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2022.