We are live on ! Find out more
TOTL icon

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
PWM
76
Peterson Wealth Management
Nevada
$2.77M +$568K +13,498 +24%
PWMAG
77
Pinnacle Wealth Management Advisory Group
New Jersey
$2.68M -$86.3K -2,053 -3%
LFAS
78
Level Four Advisory Services
Texas
$2.63M -$771K -18,328 -22%
CC
79
Callan Capital
California
$2.61M +$171K +4,065 +7%
TNA
80
True North Advisors
Texas
$2.6M +$8.58K +204 +0.3%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$2.57M -$676K -16,075 -20%
COCM
82
Charter Oak Capital Management
New Hampshire
$2.47M -$392K -9,332 -13%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$2.39M -$100K -2,381 -4%
CCM
84
Canal Capital Management
Virginia
$2.38M -$29.1K -692 -1%
Citadel Advisors
85
Citadel Advisors
Florida
$2.38M +$2.03M +48,398 +449%
CWM
86
Cornerstone Wealth Management
Missouri
$2.37M +$504K +11,987 +25%
AWS
87
AJ Wealth Strategies
New York
$2.26M -$181K -4,295 -7%
Mariner
88
Mariner
Kansas
$2.25M -$35.1K -836 -1%
MML Investors Services
89
MML Investors Services
Massachusetts
$2.25M +$2.77K +66 +0.1%
RTS
90
Round Table Services
New Jersey
$2.1M +$2.19M +52,180 New
SFC
91
SYM Financial Corp
Indiana
$2.09M +$1.3M +31,007 +147%
CSIC
92
Clifford Swan Investment Counsel
California
$2.02M -$4.21K -100 -0.2%
FAIM
93
Financial Advocates Investment Management
Washington
$1.95M -$46.7K -1,111 -2%
GWM
94
Geneos Wealth Management
Colorado
$1.89M -$959K -22,816 -33%
VWA
95
Visionary Wealth Advisors
Illinois
$1.81M -$930K -22,117 -33%
HFM
96
Hartford Financial Management
Connecticut
$1.74M +$540K +12,847 +42%
SIA
97
SeaBridge Investment Advisors
New Jersey
$1.69M +$1.06M +25,134 +148%
FHA
98
Flagship Harbor Advisors
Massachusetts
$1.67M -$116K -2,754 -6%
CWM
99
Connecticut Wealth Management
Connecticut
$1.65M -$1.06M -25,322 -38%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.61M -$207K -4,930 -11%

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.