We are live on ! Find out more
TOTL icon

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
Renaissance Technologies
101
Renaissance Technologies
New York
$2.45M +$2.15M +46,700 +577%
JCA
102
January Capital Advisors
California
$2.39M -$6.48M -140,993 -71%
CAL
103
Capital Advisors Ltd
Ohio
$2.22M -$51.5K -1,120 -2%
GSEP
104
Golden State Equity Partners
California
$2.16M -$3.46M -75,163 -61%
CP
105
Corbenic Partners
Pennsylvania
$2.14M -$2.62M -56,980 -54%
CHJWM
106
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.13M -$119K -2,585 -5%
Stifel Financial
107
Stifel Financial
Missouri
$2.08M -$378K -8,213 -15%
HFM
108
Hartford Financial Management
Connecticut
$2.05M +$196K +4,257 +10%
CWM
109
Cornerstone Wealth Management
Missouri
$1.93M -$734K -15,963 -27%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$1.92M -$207K -4,500 -9%
MWM
111
Minot Wealth Management
Massachusetts
$1.89M -$448K -9,750 -19%
GRP
112
Global Retirement Partners
California
$1.82M +$1.94M +42,172 New
CIBC World Market
113
CIBC World Market
Ontario, Canada
$1.82M -$61.8K -1,343 -3%
ATFA
114
All Terrain Financial Advisors
Minnesota
$1.8M -$28.4K -617 -2%
EC
115
Estate Counselors
Wisconsin
$1.67M -$7.48M -162,690 -81%
HFS
116
Howard Financial Services
Texas
$1.66M +$132K +2,866 +8%
AWA
117
Arkadios Wealth Advisors
Georgia
$1.64M -$552K -12,013 -25%
PA
118
Perennial Advisors
New York
$1.64M -$181K -3,946 -10%
LFP
119
Leeward Financial Partners
Washington
$1.63M -$29.2K -634 -2%
CFG
120
Cooper Financial Group
California
$1.56M -$413K -8,985 -20%
FWM
121
Focused Wealth Management
New York
$1.53M -$72.7K -1,581 -4%
PFM
122
Peak Financial Management
Massachusetts
$1.5M -$345K -7,492 -18%
JCM
123
Jacobi Capital Management
Pennsylvania
$1.5M -$14.4K -314 -0.9%
CM
124
Columbus Macro
Pennsylvania
$1.49M +$16.8K +366 +1%
CAG
125
Curtis Advisory Group
California
$1.47M -$110K -2,394 -7%

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.