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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
FWM
276
Focused Wealth Management
New York
$54.3K -$163 -4 -0.3%
MA
277
Montag & Associates
Georgia
$45.3K
SWM
278
Spire Wealth Management
Virginia
$39.5K -$15.6K -384 -28%
VAG
279
VisionPoint Advisory Group
Texas
$38.8K +$38.9K +956 New
AP
280
Atwood & Palmer
Missouri
$37.4K
PA
281
Parallel Advisors
California
$37.2K -$651 -16 -2%
ANBT
282
American National Bank & Trust
Texas
$34.3K
PCM
283
Perritt Capital Management
Illinois
$33.6K +$32.6K +800 +2,857%
IRC
284
Investors Research Corp
Georgia
$33.3K
WTA
285
Washington Trust Advisors
Massachusetts
$32.2K -$8.14K -200 -20%
CP
286
Castleview Partners
Texas
$28.9K -$214K -5,267 -88%
FA
287
Financial Avengers
California
$28.4K
TWM
288
Tradition Wealth Management
Minnesota
$27K +$27.2K +669 New
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$20.3K
CSC
290
Caldwell Sutter Capital
California
$16.7K +$16.8K +412 New
BAM
291
Bellevue Asset Management
Washington
$16.2K +$407 +10 +3%
YAL
292
Your Advocates Ltd
Texas
$14.9K +$163 +4 +1%
CFGS
293
Concourse Financial Group Securities
Alabama
$13.5K +$13.5K +332 New
BWM
294
Baystate Wealth Management
Massachusetts
$9.1K +$122 +3 +1%
TFGT
295
TS Financial Group (TSFG)
Illinois
$9K
SWA
296
SOA Wealth Advisors
New York
$8.15K
WAM
297
Worth Asset Management
Texas
$8.11K -$262K -6,438 -97%
APC
298
Aspire Private Capital
North Carolina
$7.75K
FHA
299
First Horizon Advisors
Tennessee
$7.74K -$5.9K -145 -43%
LG
300
LAM Group
Oregon
$7.5K +$407 +10 +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.