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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
CIBC World Market
101
CIBC World Market
Ontario, Canada
$1.58M -$56.2K -1,336 -3%
BZWA
102
Blue Zone Wealth Advisors
California
$1.55M -$772K -18,359 -32%
NPP
103
New Potomac Partners
Maryland
$1.54M -$4.21K -100 -0.3%
CWM
104
Collaborative Wealth Management
Florida
$1.5M -$109K -2,593 -6%
SAG
105
Spotlight Asset Group
Illinois
$1.48M +$1.59M +37,795 New
CFG
106
Cooper Financial Group
California
$1.48M +$42.2K +1,004 +3%
ATFA
107
All Terrain Financial Advisors
Minnesota
$1.43M -$91.7K -2,182 -6%
RWM
108
Reston Wealth Management
Virginia
$1.4M +$35.6K +846 +2%
VCP
109
Verus Capital Partners
Arizona
$1.38M +$898K +21,351 +164%
CA
110
Calton & Associates
Florida
$1.36M +$62.8K +1,493 +5%
JCM
111
Jacobi Capital Management
Pennsylvania
$1.33M -$33.5K -797 -2%
CW
112
CreativeOne Wealth
Kansas
$1.3M +$71.9K +1,709 +6%
EPWM
113
Essex Private Wealth Management
Massachusetts
$1.26M +$237K +5,648 +22%
CAG
114
Curtis Advisory Group
California
$1.24M -$198K -4,705 -13%
AC
115
Addison Capital
Pennsylvania
$1.23M -$8.2K -195 -0.6%
BA
116
Ballew Advisors
Mississippi
$1.22M -$3.7K -88 -0.3%
CM
117
Columbus Macro
Pennsylvania
$1.21M +$38.7K +920 +3%
TFA
118
Transamerica Financial Advisors
Florida
$1.2M -$54.4K -1,293 -4%
IA
119
IFG Advisory
Georgia
$1.19M -$7.72M -183,644 -86%
Stifel Financial
120
Stifel Financial
Missouri
$1.14M -$616K -14,651 -34%
GFP
121
Guardian Financial Partners
California
$1.13M +$13K +310 +1%
IDA
122
Intelligence Driven Advisers
California
$1.1M -$761K -18,088 -40%
WW
123
Waterfront Wealth
Kansas
$1.06M +$166K +3,938 +17%
AWM
124
Avitas Wealth Management
California
$1.05M +$26.4K +629 +2%
CCA
125
Cobblestone Capital Advisors
New York
$1.04M -$28.2K -670 -3%

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.