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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
NC
301
NewSquare Capital
Pennsylvania
$7.18K
US Bancorp
302
US Bancorp
Minnesota
$6.93K +$2.89K +71 +71%
MBFW
303
Morton Brown Family Wealth
Pennsylvania
$6.73K
SCA
304
Stonebridge Capital Advisors
Minnesota
$5.68K +$5.7K +140 New
TCM
305
TD Capital Management
Tennessee
$4.59K +$41 +1 +0.9%
PAG
306
Paladin Advisory Group
Iowa
$4.46K -$242K -5,942 -98%
KFS
307
Kelly Financial Services
Massachusetts
$4.05K
TAM
308
Tucker Asset Management
Colorado
$3.93K
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$3.65K +$3.66K +90 New
CAS
310
Coppell Advisory Solutions
Texas
$1.01K +$1.02K +25 New
WP
311
WealthPLAN Partners
Nebraska
$892
FA
312
Fiduciary Alliance
South Carolina
$243 +$244 +6 New
BNP Paribas Financial Markets
313
BNP Paribas Financial Markets
France
$162 +$163 +4 New
Fidelity Investments
314
Fidelity Investments
Massachusetts
$81 -$122 -3 -60%
WWA
315
WCG Wealth Advisors
Nevada
-$3.45M -84,067 Closed
VF
316
Virtu Financial
New York
-$1.56M -38,065 Closed
SAG
317
Spotlight Asset Group
Illinois
-$1.48M -37,795 Closed
TPA
318
Trivium Point Advisory
Connecticut
-$1.22M -29,734 Closed
GFP
319
Guardian Financial Partners
California
-$1.21M -29,507 Closed
MLA
320
My Legacy Advisors
Oregon
-$1.1M -26,730 Closed
IA
321
IFG Advisory
Georgia
-$789K -19,221 Closed
MCC
322
Money Concepts Capital
Florida
-$107K -16,368 Closed
CPCM
323
Cardinal Point Capital Management
Ontario, Canada
-$582K -14,175 Closed
SB
324
Strategic Blueprint
Georgia
-$573K -13,976 Closed
NCM
325
Next Capital Management
New York
-$417K -10,155 Closed

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.