We are live on ! Find out more
TOTL icon

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
OCM
26
One Capital Management
California
$19.9M +$449K +11,020 +2%
WAM
27
Weatherly Asset Management
California
$18.1M -$773 -19 -0%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$17.1M +$16.7M +411,003 +4,111%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$15.4M -$62.2K -1,529 -0.4%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$14.6M -$3.44M -84,561 -19%
CCM
31
Canal Capital Management
Virginia
$14.1M +$260K +6,393 +2%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$14M +$478K +11,742 +4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$13M +$2.63M +64,642 +25%
BIA
34
Barry Investment Advisors
Massachusetts
$12.7M -$2.73K -67 -0%
CWM
35
Curi Wealth Management
North Carolina
$11.6M +$1.69M +41,613 +17%
HFS
36
Howard Financial Services
Texas
$10.9M +$269K +6,617 +3%
VC
37
Vicus Capital
Pennsylvania
$10.3M +$597K +14,665 +6%
BFC
38
Bedel Financial Consulting
Indiana
$10.1M -$204K -5,003 -2%
DWP
39
Destiny Wealth Partners
Florida
$10M +$868K +21,315 +9%
HIG
40
Herr Investment Group
Texas
$9.39M +$8.71M +214,021 +1,221%
MW
41
MBL Wealth
North Carolina
$9.38M +$1.31M +32,196 +16%
EWM
42
Executive Wealth Management
Michigan
$9.15M +$19.9K +489 +0.2%
SMM
43
Stadion Money Management
Georgia
$9.03M +$9.06M +222,648 New
LGWM
44
Litman Gregory Wealth Management
California
$8.16M +$8.2M +201,337 New
RJA
45
Raymond James & Associates
Florida
$8.09M +$4.4M +108,012 +118%
FWP
46
FAS Wealth Partners
Kansas
$7.74M -$103K -2,534 -1%
CAAS
47
Capital Asset Advisory Services
Michigan
$7.02M -$791K -19,428 -10%
SWM
48
Stapp Wealth Management
Washington
$6.76M +$70.5K +1,733 +1%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$6.76M +$317K +7,777 +5%
FA
50
Fortis Advisors
Pennsylvania
$6.61M +$58.9K +1,448 +0.7%

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.