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State Street DoubleLine Total Return Tactical ETF

326 hedge funds and large institutions have $1.64B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 74.49%73.5% (-0.98%)

6% less funds holding

Funds holding: 348326 (-22)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less capital invested

Capital invested by funds: $1.85B → $1.64B (-$206M)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

55% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 175

Holders
326
Holders Change
-22
Holders Change %
-6.32%
% of All Funds
5.49%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.35%
New
31
Increased
79
Reduced
175
Closed
49
Calls
$1.87M
Puts
Net Calls
+$1.87M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
351
IHT Wealth Management
Illinois
-$205K -4,585 Closed
EWM
352
EPG Wealth Management
Georgia
-$204K -4,561 Closed
QWM
353
QP Wealth Management
New Jersey
-$201K -4,499 Closed
EWM
354
Endowment Wealth Management
Wisconsin
-$201K -4,485 Closed
PCG
355
Private Capital Group
Connecticut
-$77K -1,712 Closed
FHA
356
First Horizon Advisors
Tennessee
-$61K -1,369 Closed
SWM
357
Spire Wealth Management
Virginia
-$58K -1,289 Closed
MCC
358
Money Concepts Capital
Florida
-$56K -1,243 Closed
GAM
359
Gemmer Asset Management
California
-$55K -1,231 Closed
PFBT
360
Parkside Financial Bank & Trust
Missouri
-$54K -1,208 Closed
EWA
361
EverSource Wealth Advisors
Alabama
-$34K -766 Closed
CWM
362
Cranbrook Wealth Management
Michigan
-$27K -601 Closed
FFWM
363
Future Financial Wealth Management
Ohio
-$25K -555 Closed
CAGAS
364
Capital Advisory Group Advisory Services
Minnesota
-$22K -500 Closed
DWMG
365
DB Wealth Management Group
California
-$15K -338 Closed
HWMA
366
Heritage Wealth Management (Arizona)
Arizona
-$13K -293 Closed
RFWA
367
RPg Family Wealth Advisory
Massachusetts
-$9.4K -210 Closed
MAM
368
McCarthy Asset Management
California
-$8K -174 Closed
WA
369
Win Advisors
Florida
-$3K -75 Closed
FPS
370
Fieldpoint Private Securities
Connecticut
-$2K -50 Closed
SBL
371
Sargent Bickham Lagudis
Colorado
-$2K -45 Closed
AW
372
Alaethes Wealth
Nevada
-$1K -23 Closed
PCA
373
Providence Capital Advisors
North Carolina
-$895K -20 Closed
Fidelity Investments
374
Fidelity Investments
Massachusetts
-$43 -1 -50%
BlackRock
375
BlackRock
New York
+$259 +6 New

TOTL Hedge Fund Activity: Q2 2022 in Review

326 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2022, worth a combined $1.64B — down 11% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of TOTL and 31 opened new positions — a net loss of 18 holders — while 175 trimmed existing stakes and 79 added.

The largest buyer was Ford Financial Group, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 326 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2022, down from 348 in Q1 2022.
  • Funds reported $1.64B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2022 and 49 closed out, a net change of -18 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2022 was Ford Financial Group, an estimated $13.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2022 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2022.