State Street DoubleLine Total Return Tactical ETF
TOTL
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.
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
5% less funds holding
Funds holding: 326 → 309 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$24.1M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$9M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$4.22M |
| 4 |
ACI
Alpha Cubed Investments
Irvine,
California
|
+$3.95M |
| 5 |
AssetMark Inc
Concord,
California
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$115M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$7.72M |
| 3 |
Jane Street
New York
|
-$7.24M |
| 4 |
JP Morgan Chase
New York
|
-$5.23M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
326
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$223K | -5,285 | Closed |
|
|
MA
327
Momentum Advisors
New York
| – | -$214K | -5,069 | Closed |
|
|
SWM
328
Silverlake Wealth Management
Williston,
Vermont
| – | -$204K | -4,843 | Closed |
|
|
FA
329
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$203K | -4,811 | Closed |
|
|
AT
330
American Trust
Lexington,
Kentucky
| – | -$1.03M | -3,349 | Closed |
|
|
TWA
331
TCI Wealth Advisors
Tucson,
Arizona
| – | -$30K | -709 | Closed |
|
|
LC
332
Legacy CG
Plano,
Texas
| – | -$20K | -470 | Closed |
|
|
PFGIA
333
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$8K | -193 | Closed |
|
|
CI
334
CX Institutional
Auburn,
Indiana
| – | -$7K | -158 | Closed |
|
|
CA
335
CoreCap Advisors
Southfield,
Michigan
| – | -$2K | -39 | Closed |
|
|
1IA
336
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$1K | -33 | Closed |
|
|
PA
337
PSI Advisors
Tampa,
Florida
| – | -$1K | -26 | Closed |
|
338
Fidelity Investments
Boston,
Massachusetts
| – | +$42 | +1 | +100% |
|
339
Bessemer Group
Woodbridge,
New Jersey
| – | +$336 | +8 | New |
|
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.