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State Street DoubleLine Total Return Tactical ETF

309 hedge funds and large institutions have $1.41B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

5% less funds holding

Funds holding: 326309 (-17)

6.47% less ownership

Funds ownership: 73.5%67.04% (-6.5%)

14% less capital invested

Capital invested by funds: $1.64B → $1.41B (-$230M)

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

40% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 152

Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
Net Calls
+$124K
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
51
ICA Group Wealth Management
Colorado
$4.53M -$91.8K -2,183 -2%
CB
52
Community Bank
New York
$4.53M -$12.2K -291 -0.3%
CCM
53
Cribstone Capital Management
Maine
$4.51M -$2.47M -58,841 -34%
LFPWM
54
Leicht Financial Planning & Wealth Management
New Jersey
$4.38M -$3.31M -78,771 -42%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$4.16M -$433K -10,296 -9%
GC
56
Grimes & Company
Massachusetts
$4.08M -$341K -8,119 -7%
NEGWA
57
New England Guild Wealth Advisors
Connecticut
$4.05M -$134K -3,191 -3%
SB
58
Strategic Blueprint
Georgia
$4.04M -$229K -5,437 -5%
HFS
59
Howard Financial Services
Texas
$3.85M +$2.85M +67,841 +243%
GVAG
60
Great Valley Advisor Group
Delaware
$3.8M +$197K +4,680 +5%
AF
61
Advisornet Financial
Minnesota
$3.78M +$319K +7,584 +9%
FIM
62
Freedom Investment Management
Connecticut
$3.75M +$1.04M +24,796 +36%
Jane Street
63
Jane Street
New York
$3.7M -$7.24M -172,198 -65%
HCM
64
Hollencrest Capital Management
California
$3.67M -$315K -7,501 -8%
PCMU
65
Paragon Capital Management (Utah)
Utah
$3.62M +$86.4K +2,054 +2%
WWA
66
WCG Wealth Advisors
Nevada
$3.46M -$253K -6,021 -7%
CWM
67
Congress Wealth Management
Massachusetts
$3.45M +$109K +2,603 +3%
MW
68
MBL Wealth
North Carolina
$3.38M -$391K -9,302 -10%
RJA
69
Raymond James & Associates
Florida
$3.38M +$157K +3,734 +5%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.37M -$298K -7,095 -8%
EE
71
EWG Elevate
California
$3.33M -$46.7K -1,110 -1%
OPS
72
Orion Portfolio Solutions
Nebraska
$3.27M -$165K -3,934 -5%
BWM
73
BCS Wealth Management
Tennessee
$3.25M -$147K -3,505 -4%
NEPPG
74
New England Professional Planning Group
Rhode Island
$3.22M +$3.13M +74,553 +1,316%
JWBC
75
John W. Brooker & Co
California
$2.97M -$24.9K -592 -0.8%

TOTL Hedge Fund Activity: Q3 2022 in Review

309 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2022, worth a combined $1.41B — down 14% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of TOTL and 21 opened new positions — a net loss of 10 holders — while 152 trimmed existing stakes and 91 added.

The largest buyer was Bouchey Financial Group, adding an estimated $24.1M. The largest seller was LPL Financial, cutting an estimated $115M.

  • 309 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2022, down from 326 in Q2 2022.
  • Funds reported $1.41B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 21 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2022 and 31 closed out, a net change of -10 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2022 was Bouchey Financial Group, an estimated $24.1M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2022 was LPL Financial, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2022.