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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
IDA
101
Intelligence Driven Advisers
California
$1.92M +$1.96M +45,450 New
FHA
102
Flagship Harbor Advisors
Massachusetts
$1.87M +$681K +15,811 +55%
KF
103
Krilogy Financial
Missouri
$1.83M -$7.14M -165,762 -79%
Stifel Financial
104
Stifel Financial
Missouri
$1.81M -$148K -3,446 -7%
GRP
105
Global Retirement Partners
California
$1.72M -$56K -1,299 -3%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$1.71M -$3.23K -75 -0.2%
CWM
107
Collaborative Wealth Management
Florida
$1.69M +$1.72M +40,009 New
NPP
108
New Potomac Partners
Maryland
$1.62M +$261K +6,050 +19%
HFS
109
Heritage Financial Services
Massachusetts
$1.59M +$1.63M +37,831 New
ATFA
110
All Terrain Financial Advisors
Minnesota
$1.59M -$110K -2,564 -6%
CFG
111
Cooper Financial Group
California
$1.51M +$38.4K +891 +3%
CAG
112
Curtis Advisory Group
California
$1.5M +$124K +2,885 +9%
OMC
113
Old Mission Capital
Illinois
$1.44M +$1.47M +34,199 New
RWM
114
Reston Wealth Management
Virginia
$1.44M -$5.24M -121,650 -78%
JCM
115
Jacobi Capital Management
Pennsylvania
$1.43M +$21.6K +501 +1%
ACK
116
Andrew C. Karlinski
$1.39M +$460K +10,677 +48%
CA
117
Calton & Associates
Florida
$1.37M +$10.6K +247 +0.8%
TFA
118
Transamerica Financial Advisors
Florida
$1.31M +$1.34M +31,010 New
CW
119
CreativeOne Wealth
Kansas
$1.3M -$38.3K -890 -3%
AC
120
Addison Capital
Pennsylvania
$1.29M -$5.04K -117 -0.4%
BA
121
Ballew Advisors
Mississippi
$1.29M +$646K +15,000 +96%
HFM
122
Hartford Financial Management
Connecticut
$1.28M -$663K -15,379 -34%
William Blair & Company
123
William Blair & Company
Illinois
$1.25M +$52.1K +1,209 +4%
CAL
124
Capital Advisors Ltd
Ohio
$1.24M -$873K -20,263 -41%
PA
125
Perennial Advisors
New York
$1.24M -$311K -7,214 -20%

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.