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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
HWMA
326
Heritage Wealth Management (Arizona)
Arizona
$13K +$13.5K +293 New
RFWA
327
RPg Family Wealth Advisory
Massachusetts
$9.4K +$9.66K +210 New
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$10.5K -229 -54%
NC
329
NewSquare Capital
Pennsylvania
$8K -$13.9K -303 -62%
MAM
330
McCarthy Asset Management
California
$8K -$13.7K -297 -63%
LPWM
331
Lake Point Wealth Management
Texas
$8K
SWA
332
SOA Wealth Advisors
New York
$8K
EIP
333
Ellis Investment Partners
Pennsylvania
$7K
MBFW
334
Morton Brown Family Wealth
Pennsylvania
$7K
KFS
335
Kelly Financial Services
Massachusetts
$4.48K
WA
336
Win Advisors
Florida
$3K +$3.45K +75 New
DAC
337
Dividend Assets Capital
South Carolina
$2K
SBL
338
Sargent Bickham Lagudis
Colorado
$2K
FPS
339
Fieldpoint Private Securities
Connecticut
$2K +$2.3K +50 New
CIAS
340
CFS Investment Advisory Services
New Jersey
$2K +$5.14M +111,835 New
NDSI
341
Newman Dignan & Sheerar Inc
Rhode Island
$1.26K +$277K +6,034 +27%
PA
342
PSI Advisors
Florida
$1K -$40.2K -875 -97%
AW
343
Alaethes Wealth
Nevada
$1K -$230 -5 -18%
1IA
344
1834 Investment Advisors
Wisconsin
$1K
PA
345
Parallel Advisors
California
$1K
FGAM
346
Financial Gravity Asset Management
Texas
$64 -$8.74K -190 -81%
WIM
347
Westside Investment Management
California
$40
Citadel Advisors
348
Citadel Advisors
Florida
-$19.8M -417,212 Closed
WFA
349
WestHill Financial Advisors
California
-$12.6M -266,850 Closed
KC
350
Kingfisher Capital
North Carolina
-$6.49M -137,187 Closed

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.