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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
ACI
26
Alpha Cubed Investments
California
$14.4M +$325K +7,075 +2%
SB
27
Strategic Blueprint
Georgia
$14.1M -$839K -18,240 -5%
GJIC
28
Gamble Jones Investment Counsel
California
$13.3M -$333K -7,239 -2%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$12.3M +$1.42M +30,973 +13%
CG
30
Colony Group
Massachusetts
$12M +$1.23M +26,761 +11%
VC
31
Vicus Capital
Pennsylvania
$11.4M -$9.15M -198,933 -44%
VNA
32
Valley National Advisers
Pennsylvania
$10.9M -$6.08M -132,126 -35%
AW
33
ACG Wealth
Georgia
$10.7M -$350K -7,613 -3%
CPWMP
34
Cardinal Point Wealth Management Partners
California
$9.98M -$176K -3,827 -2%
PAG
35
Private Advisor Group
New Jersey
$9.63M +$419K +9,117 +4%
QA
36
Quantitative Advantage
Minnesota
$9.56M +$134K +2,921 +1%
KF
37
Krilogy Financial
Missouri
$9.37M +$272K +5,920 +3%
LGWM
38
Litman Gregory Wealth Management
California
$9.31M +$2.33M +50,582 +32%
IA
39
IFG Advisory
Georgia
$8.94M -$373K -8,118 -4%
LFPWM
40
Leicht Financial Planning & Wealth Management
New Jersey
$8.45M +$1.28M +27,939 +17%
BFA
41
Beaumont Financial Advisors
Massachusetts
$8.13M -$8.02M -174,330 -49%
SEIA
42
Signature Estate & Investment Advisors
California
$7.96M +$257K +5,590 +3%
CCM
43
Cribstone Capital Management
Maine
$7.84M +$78.6K +1,709 +1%
NA
44
Nottingham Advisors
New York
$7.6M -$653K -14,205 -8%
HWM
45
HB Wealth Management
Georgia
$7.38M +$63.7K +1,385 +0.8%
PA
46
Pinnacle Associates
New York
$7.33M -$9.1M -197,949 -55%
WB
47
Webster Bank
Connecticut
$7.03M -$1.6M -34,902 -18%
RWM
48
Reston Wealth Management
Virginia
$6.97M -$42.1K -916 -0.6%
TFF
49
The Family Firm
Maryland
$6.24M -$138K -2,997 -2%
CIAS
50
Capital Investment Advisory Services
North Carolina
$5.82M +$588K +12,791 +11%

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.