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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
SWP
51
Stratos Wealth Partners
Ohio
$5.75M -$2.58M -56,084 -30%
CC
52
Callan Capital
California
$5.7M +$167K +3,642 +3%
GC
53
Grimes & Company
Massachusetts
$5.69M -$324K -7,055 -5%
AWS
54
AJ Wealth Strategies
New York
$5.68M -$3.26M -70,851 -36%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$5.67M -$784K -17,054 -12%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$5.58M -$865K -18,821 -13%
HFA
57
HC Financial Advisors
California
$5.58M -$335K -7,282 -6%
IGWM
58
ICA Group Wealth Management
Colorado
$5.42M +$5.82M +126,601 New
ACP
59
Aveo Capital Partners
Colorado
$5.38M +$2.32M +50,421 +72%
AssetMark Inc
60
AssetMark Inc
California
$5.35M -$4.49M -97,703 -45%
CB
61
Community Bank
New York
$5.07M -$230K -5,000 -4%
Cerity Partners
62
Cerity Partners
New York
$5.06M -$2.99M -65,023 -37%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$5M -$1.17M -25,552 -19%
NEGWA
64
New England Guild Wealth Advisors
Connecticut
$4.83M -$714K -15,529 -13%
FC
65
Fusion Capital
South Carolina
$4.82M -$795K -17,293 -14%
HCM
66
Hollencrest Capital Management
California
$4.73M -$4.09K -89 -0.1%
LFAS
67
Level Four Advisory Services
Texas
$4.52M -$1.03M -22,340 -18%
LC
68
Legacy CG
Texas
$4.48M -$3.14M -68,195 -41%
Jane Street
69
Jane Street
New York
$4.4M +$285K +6,200 +7%
EE
70
EWG Elevate
California
$4.26M +$279K +6,060 +7%
CWM
71
Curi Wealth Management
North Carolina
$4.25M +$328K +7,143 +8%
CWM
72
Connecticut Wealth Management
Connecticut
$4.2M -$1.32M -28,627 -23%
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$4.11M +$1.14M +24,854 +37%
FAIM
74
Financial Advocates Investment Management
Washington
$4.09M -$88.5K -1,924 -2%
RJA
75
Raymond James & Associates
Florida
$4.05M -$223K -4,851 -5%

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.