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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
COCM
76
Charter Oak Capital Management
New Hampshire
$3.99M -$123K -2,668 -3%
LIG
77
Lokken Investment Group
Delaware
$3.88M +$4.12M +89,626 New
BWM
78
BCS Wealth Management
Tennessee
$3.87M -$77.5K -1,686 -2%
GVAG
79
Great Valley Advisor Group
Delaware
$3.86M -$362K -7,872 -8%
JWBC
80
John W. Brooker & Co
California
$3.85M -$5.69M -123,766 -59%
OPS
81
Orion Portfolio Solutions
Nebraska
$3.82M -$742K -16,144 -16%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$3.79M -$1.95M -42,444 -33%
PCMU
83
Paragon Capital Management (Utah)
Utah
$3.76M +$68.4K +1,487 +2%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$3.69M +$898K +19,522 +31%
AF
85
Advisornet Financial
Minnesota
$3.39M -$535K -11,631 -13%
MW
86
MBL Wealth
North Carolina
$3.28M +$3.37M +73,262 New
FIM
87
Freedom Investment Management
Connecticut
$3.22M +$147K +3,199 +5%
TNA
88
True North Advisors
Texas
$3.02M +$3.1M +67,498 New
SA
89
Shilanski & Associates
Alaska
$3.01M +$242K +5,273 +9%
VWA
90
Visionary Wealth Advisors
Illinois
$2.95M -$3.15M -68,446 -51%
GWM
91
Geneos Wealth Management
Colorado
$2.75M +$127K +2,763 +5%
CCM
92
Canal Capital Management
Virginia
$2.75M -$3.26M -70,896 -54%
BZWA
93
Blue Zone Wealth Advisors
California
$2.74M -$548K -11,907 -16%
CSIC
94
Clifford Swan Investment Counsel
California
$2.71M
PWM
95
Peterson Wealth Management
Nevada
$2.71M -$1.34M -29,069 -32%
MML Investors Services
96
MML Investors Services
Massachusetts
$2.71M -$270K -5,871 -9%
PAG
97
Paladin Advisory Group
Iowa
$2.7M +$2.79M +60,571 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$2.69M -$28.4K -617 -1%
Mariner
99
Mariner
Kansas
$2.55M -$10.6K -231 -0.4%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$2.48M -$112K -2,431 -4%

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.