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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
KF
326
Krilogy Financial
Missouri
-$383K -9,336 Closed
AWM
327
Ameliora Wealth Management
Switzerland
-$366K -8,930 Closed
OWM
328
OneAscent Wealth Management
Alabama
-$318K -7,745 Closed
AWA
329
Arete Wealth Advisors
Illinois
-$277K -6,757 Closed
FIM
330
Fernwood Investment Management
Massachusetts
-$261K -6,355 Closed
FFA
331
Fragasso Financial Advisors
Pennsylvania
-$257K -6,257 Closed
Qube Research & Technologies (QRT)
332
Qube Research & Technologies (QRT)
United Kingdom
-$242K -5,899 Closed
EWM
333
EPG Wealth Management
Georgia
-$188K -4,574 Closed
PCM
334
Pointe Capital Management
Michigan
-$138K -3,372 Closed
GI
335
Gradient Investments
Minnesota
-$110K -2,675 Closed
AAS
336
Ameritas Advisory Services
Nebraska
-$97.6K -2,384 Closed
AWM
337
Accel Wealth Management
Iowa
-$37.7K -920 Closed
HI
338
Harbour Investments
Wisconsin
-$32.8K -800 Closed
AF
339
Allworth Financial
California
-$17.7K -431 Closed
IAIM
340
International Assets Investment Management
Florida
-$14.4K -351 Closed
ASN
341
Advisory Services Network
Georgia
-$14.2K -347 Closed
TFA
342
Toth Financial Advisory
Virginia
-$10.7K -260 Closed
BAM
343
Belpointe Asset Management
Nevada
-$5.05K -123 Closed
BFPW
344
BOK Financial Private Wealth
Colorado
-$4.43K -108 Closed
M1FG
345
Mach-1 Financial Group
Arkansas
-$2.34M -57 Closed
TRCT
346
Tower Research Capital (TRC)
New York
-$2K -57 Closed
FFA
347
Farther Finance Advisors
California
-$574 -14 Closed
TFP
348
Tilia Fiduciary Partners
North Carolina
-$574 -14 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.