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State Street DoubleLine Total Return Tactical ETF

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.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $2B → $2.28B (+$277M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+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: 331315 (-16)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.02%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
-$729K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Connecticut Wealth Management
Connecticut
$5.84M +$4.76M +116,633 +453%
PPW
52
Pasadena Private Wealth
California
$5.58M +$952K +23,321 +21%
PAG
53
Private Advisor Group
New Jersey
$5.27M -$234K -5,738 -4%
GVAG
54
Great Valley Advisor Group
Delaware
$5.23M +$1.14M +28,037 +28%
PA
55
Pinnacle Associates
New York
$5.16M +$816K +19,988 +19%
NA
56
Nottingham Advisors
New York
$5.09M -$2.04K -50 -0%
TFF
57
The Family Firm
Maryland
$4.73M -$35.2K -861 -0.7%
HWM
58
HB Wealth Management
Georgia
$4.64M -$115K -2,816 -2%
CB
59
Community Bank
New York
$4.63M
FIM
60
Freedom Investment Management
Connecticut
$4.53M -$25.4K -622 -0.6%
PCMU
61
Paragon Capital Management (Utah)
Utah
$4M +$63.1K +1,545 +2%
VNA
62
Valley National Advisers
Pennsylvania
$3.98M -$973K -23,827 -20%
CC
63
Callan Capital
California
$3.94M +$81.7K +2,001 +2%
EE
64
EWG Elevate
California
$3.8M +$215K +5,264 +6%
RJA
65
Raymond James & Associates
Florida
$3.76M -$216K -5,293 -5%
CG
66
Colony Group
Massachusetts
$3.7M -$3.79M -92,822 -51%
DP
67
Denver PWM
Colorado
$3.64M +$664K +16,263 +22%
JWBC
68
John W. Brooker & Co
California
$3.63M +$205K +5,027 +6%
WWA
69
WCG Wealth Advisors
Nevada
$3.45M -$41.6K -1,019 -1%
IGWM
70
ICA Group Wealth Management
Colorado
$3.37M +$106K +2,602 +3%
CAN
71
Cetera Advisor Networks
California
$3.34M +$1.25M +30,577 +60%
WB
72
Webster Bank
Connecticut
$2.99M -$566K -13,872 -16%
PWMAG
73
Pinnacle Wealth Management Advisory Group
New Jersey
$2.97M +$670K +16,405 +29%
NPP
74
New Potomac Partners
Maryland
$2.95M +$929K +22,750 +46%
HFM
75
Hartford Financial Management
Connecticut
$2.94M +$714K +17,499 +32%

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.