State Street DoubleLine Total Return Tactical ETF
TOTL
315 hedge funds and large institutions have $2.28B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.
14% more capital invested
Capital invested by funds: $2B → $2.28B (+$277M)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
3.41% more ownership
Funds ownership: 76.68% → 80.09% (+3.4%)
8% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 118
5% less funds holding
Funds holding: 331 → 315 (-16)
22% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$316M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$49.5M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$42.7M |
| 4 |
Morgan Stanley
New York
|
+$28.1M |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TNA
True North Advisors
Dallas,
Texas
|
-$24.8M |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$20.9M |
| 3 |
NEPPG
New England Professional Planning Group
Westerly,
Rhode Island
|
-$20.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$7.96M |
TOTL Hedge Fund Activity: Q1 2023 in Review
315 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2023, worth a combined $2.28B — up 14% from $2B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of TOTL and 32 opened new positions — a net loss of 9 holders — while 118 trimmed existing stakes and 127 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $316M. The largest seller was True North Advisors, cutting an estimated $24.8M.
- 315 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2023, down from 331 in Q4 2022.
- Funds reported $2.28B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2023 and 41 closed out, a net change of -9 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $316M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2023 was True North Advisors, an estimated $24.8M sold.
Based on aggregated 13F filings for Q1 2023.