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State Street DoubleLine Total Return Tactical ETF

326 hedge funds and large institutions have $1.64B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 74.49%73.5% (-0.98%)

6% less funds holding

Funds holding: 348326 (-22)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less capital invested

Capital invested by funds: $1.85B → $1.64B (-$206M)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

55% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 175

Holders
326
Holders Change
-22
Holders Change %
-6.32%
% of All Funds
5.49%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.35%
New
31
Increased
79
Reduced
175
Closed
49
Calls
$1.87M
Puts
Net Calls
+$1.87M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
301
Aspire Private Capital
North Carolina
$12K -$195K -4,525 -94%
PG
302
Proffitt & Goodson
Tennessee
$11K -$36.8K -855 -77%
DAC
303
Dividend Assets Capital
South Carolina
$10K +$8.23K +191 +531%
BWM
304
Baystate Wealth Management
Massachusetts
$9K -$8.62K -200 -48%
LPWM
305
Lake Point Wealth Management
Texas
$8K
NC
306
NewSquare Capital
Pennsylvania
$8K
PFGIA
307
Patriot Financial Group Insurance Agency
Massachusetts
$8K
SWA
308
SOA Wealth Advisors
New York
$8K
EIP
309
Ellis Investment Partners
Pennsylvania
$7K
MBFW
310
Morton Brown Family Wealth
Pennsylvania
$7K
CI
311
CX Institutional
Indiana
$7K +$6.81K +158 New
AWA
312
Artemis Wealth Advisors
New York
$4.84K +$742K +17,216 New
KFS
313
Kelly Financial Services
Massachusetts
$4.22K
CP
314
Castleview Partners
Texas
$3.15K -$283K -6,558 -100%
CA
315
Clearstead Advisors
Ohio
$3K -$33.3K -773 -91%
CA
316
CoreCap Advisors
Michigan
$2K +$1.68K +39 New
M1FG
317
Mach-1 Financial Group
Arkansas
$2K +$2.46K +57 New
1IA
318
1834 Investment Advisors
Wisconsin
$1K
PA
319
Parallel Advisors
California
$1K
PA
320
PSI Advisors
Florida
$1K
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$482 -$1.36M -31,452 -73%
BRWM
322
B. Riley Wealth Management
Tennessee
$453 +$30.9K +718 +7%
FGAM
323
Financial Gravity Asset Management
Texas
$60 -$129 -3 -7%
WIM
324
Westside Investment Management
California
$37
CIAS
325
CFS Investment Advisory Services
New Jersey
-$2K -111,835 Closed

TOTL Hedge Fund Activity: Q2 2022 in Review

326 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2022, worth a combined $1.64B — down 11% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of TOTL and 31 opened new positions — a net loss of 18 holders — while 175 trimmed existing stakes and 79 added.

The largest buyer was Ford Financial Group, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 326 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2022, down from 348 in Q1 2022.
  • Funds reported $1.64B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2022 and 49 closed out, a net change of -18 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2022 was Ford Financial Group, an estimated $13.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2022 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2022.