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State Street DoubleLine Total Return Tactical ETF

314 hedge funds and large institutions have $2.51B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $2.28B → $2.51B (+$228M)

4.18% more ownership

Funds ownership: 80.09%84.26% (+4.2%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

0% less funds holding

Funds holding: 315314 (-1)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.93%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.31%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
Net Calls
+$69K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
NPP
76
New Potomac Partners
Maryland
$3.14M +$225K +5,537 +8%
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$3.11M +$3.12M +76,715 New
VAS
78
Vestmark Advisory Solutions
Massachusetts
$3.1M +$468K +11,487 +18%
FAIM
79
Financial Advocates Investment Management
Washington
$3.09M +$225K +5,524 +8%
VNA
80
Valley National Advisers
Pennsylvania
$3.02M -$929K -22,812 -23%
IGWM
81
ICA Group Wealth Management
Colorado
$2.99M -$344K -8,460 -10%
VFG
82
V2 Financial group
Illinois
$2.87M +$1.24M +30,490 +76%
Jane Street
83
Jane Street
New York
$2.84M +$2.85M +69,956 New
AF
84
Advisornet Financial
Minnesota
$2.83M +$53.7K +1,319 +2%
EC
85
Estate Counselors
Wisconsin
$2.79M +$1.62M +39,820 +138%
AWS
86
AJ Wealth Strategies
New York
$2.76M
WB
87
Webster Bank
Connecticut
$2.75M -$205K -5,027 -7%
CWM
88
Cornerstone Wealth Management
Missouri
$2.72M +$604K +14,847 +28%
RDIA
89
RE Dickinson Investment Advisors
Iowa
$2.69M +$300K +7,365 +12%
VWA
90
Visionary Wealth Advisors
Illinois
$2.51M +$153K +3,758 +6%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$2.4M -$84.5K -2,076 -3%
CW
92
CreativeOne Wealth
Kansas
$2.28M -$158K -3,869 -6%
HCM
93
Hollencrest Capital Management
California
$2.28M -$15.3K -377 -0.7%
GWM
94
Geneos Wealth Management
Colorado
$2.27M +$176K +4,315 +8%
DIM
95
Delta Investment Management
California
$2.25M +$101K +2,475 +5%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$2.23M +$119K +2,935 +6%
TNA
97
True North Advisors
Texas
$2.23M -$637K -15,638 -22%
SIA
98
SeaBridge Investment Advisors
New Jersey
$2.19M +$371K +9,118 +20%
BWM
99
BCS Wealth Management
Tennessee
$2.17M +$183K +4,499 +9%
AFP
100
Ausdal Financial Partners
Iowa
$2.17M +$1.65M +40,636 +318%

TOTL Hedge Fund Activity: Q2 2023 in Review

314 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2023, worth a combined $2.51B — up 10% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TOTL positions and 34 closed out — a net gain of 4 holders — while 121 added to existing stakes and 115 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $81.1M. The largest seller was Osaic Holdings, cutting an estimated $13M.

  • 314 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2023, down from 315 in Q1 2023.
  • Funds reported $2.51B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 38 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2023 and 34 closed out, a net change of +4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $81.1M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2023 was Osaic Holdings, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2023.