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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
CIAS
301
CFS Investment Advisory Services
New Jersey
$2K +$4.22M +100,370 New
PA
302
Parallel Advisors
California
$1K
MHR
303
Matthew Hamilton Rosenberg
$1K +$1.18K +28 New
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$491
NDSI
305
Newman Dignan & Sheerar Inc
Rhode Island
$406 -$93.3K -2,218 -18%
FGAM
306
Financial Gravity Asset Management
Texas
$80 -$84 -2 -5%
FC
307
Fusion Capital
South Carolina
-$3.52M -83,480 Closed
SA
308
Shilanski & Associates
Alaska
-$2.99M -70,792 Closed
Renaissance Technologies
309
Renaissance Technologies
New York
-$1.04M -24,600 Closed
AWA
310
Arkadios Wealth Advisors
Georgia
-$709K -16,812 Closed
ARC
311
Advisor Resource Council
Texas
-$665K -15,764 Closed
LA
312
LexAurum Advisors
Kansas
-$493K -11,681 Closed
EWS
313
Evergreen Wealth Solutions
Pennsylvania
-$428K -10,143 Closed
WAG
314
Winthrop Advisory Group
Massachusetts
-$397K -9,414 Closed
IWC
315
Integrated Wealth Concepts
Massachusetts
-$371K -8,786 Closed
VFPI
316
Vantage Financial Partners (Illinois)
Illinois
-$367K -8,711 Closed
AWS
317
Atria Wealth Solutions
New York
-$321K -7,604 Closed
GIP
318
Greatmark Investment Partners
Georgia
-$319K -7,574 Closed
Qube Research & Technologies (QRT)
319
Qube Research & Technologies (QRT)
United Kingdom
-$317K -7,523 Closed
VAG
320
VisionPoint Advisory Group
Texas
-$300K -7,022 Closed
JMFC
321
J.M. Forbes & Co
Massachusetts
-$270K -6,402 Closed
PWMG
322
Pinnacle Wealth Management Group
Michigan
-$259K -6,135 Closed
CPP
323
Capasso Planning Partners
South Carolina
-$248K -5,874 Closed
TFM
324
TFC Financial Management
Massachusetts
-$228K -5,408 Closed
MWM
325
Maltin Wealth Management
New Jersey
-$224K -5,308 Closed

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.