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State Street DoubleLine Total Return Tactical ETF

326 hedge funds and large institutions have $1.64B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 74.49%73.5% (-0.98%)

6% less funds holding

Funds holding: 348326 (-22)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less capital invested

Capital invested by funds: $1.85B → $1.64B (-$206M)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

55% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 175

Holders
326
Holders Change
-22
Holders Change %
-6.32%
% of All Funds
5.49%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.35%
New
31
Increased
79
Reduced
175
Closed
49
Calls
$1.87M
Puts
Net Calls
+$1.87M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$3.39M -$432K -10,030 -11%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$3.38M -$1.92M -44,560 -36%
JWBC
78
John W. Brooker & Co
California
$3.15M -$488K -11,331 -13%
COCM
79
Charter Oak Capital Management
New Hampshire
$2.99M -$791K -18,349 -21%
SA
80
Shilanski & Associates
Alaska
$2.99M +$152K +3,528 +5%
GWM
81
Geneos Wealth Management
Colorado
$2.95M +$368K +8,534 +14%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$2.9M -$677K -15,717 -19%
FIM
83
Freedom Investment Management
Connecticut
$2.89M -$146K -3,392 -5%
VWA
84
Visionary Wealth Advisors
Illinois
$2.84M +$64.3K +1,492 +2%
CWM
85
Connecticut Wealth Management
Connecticut
$2.8M -$1.18M -27,382 -29%
TNA
86
True North Advisors
Texas
$2.72M -$130K -3,021 -4%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.59M +$72.1K +1,673 +3%
CC
88
Callan Capital
California
$2.57M -$2.85M -66,238 -52%
AWS
89
AJ Wealth Strategies
New York
$2.55M -$2.87M -66,510 -52%
CCM
90
Canal Capital Management
Virginia
$2.53M -$59.4K -1,378 -2%
BZWA
91
Blue Zone Wealth Advisors
California
$2.4M -$182K -4,226 -7%
Mariner
92
Mariner
Kansas
$2.4M -$4.35K -101 -0.2%
JCA
93
January Capital Advisors
California
$2.39M
MML Investors Services
94
MML Investors Services
Massachusetts
$2.36M -$191K -4,425 -7%
PWM
95
Peterson Wealth Management
Nevada
$2.33M -$221K -5,130 -8%
CSIC
96
Clifford Swan Investment Counsel
California
$2.13M -$431K -10,000 -17%
FAIM
97
Financial Advocates Investment Management
Washington
$2.11M -$1.78M -41,313 -45%
CP
98
Corbenic Partners
Pennsylvania
$2.02M +$8.57K +199 +0.4%
CWM
99
Cornerstone Wealth Management
Missouri
$1.99M +$172K +4,003 +9%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.94M -$97.7K -2,268 -5%

TOTL Hedge Fund Activity: Q2 2022 in Review

326 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2022, worth a combined $1.64B — down 11% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of TOTL and 31 opened new positions — a net loss of 18 holders — while 175 trimmed existing stakes and 79 added.

The largest buyer was Ford Financial Group, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 326 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2022, down from 348 in Q1 2022.
  • Funds reported $1.64B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2022 and 49 closed out, a net change of -18 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2022 was Ford Financial Group, an estimated $13.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2022 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2022.