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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
Mariner
101
Mariner
Kansas
$2.08M +$339K +8,326 +19%
LCM
102
Lunt Capital Management
Utah
$2.06M +$2.07M +50,882 New
AI
103
Auour Investments
Massachusetts
$2.06M +$2.06M +50,682 New
CSIC
104
Clifford Swan Investment Counsel
California
$1.98M
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$1.9M -$125K -3,072 -6%
CGFA
106
Colton Groome Financial Advisors
North Carolina
$1.86M -$827K -20,313 -31%
MFG
107
Merit Financial Group
Georgia
$1.82M -$8.73M -214,356 -83%
PIA
108
Perennial Investment Advisors
California
$1.79M -$582K -14,303 -24%
NEPPG
109
New England Professional Planning Group
Rhode Island
$1.68M -$825K -20,265 -33%
CA
110
Calton & Associates
Florida
$1.63M -$92K -2,261 -5%
KAS
111
Kestra Advisory Services
Texas
$1.57M +$1.07M +26,338 +214%
1IA
112
1620 Investment Advisors
Massachusetts
$1.5M +$19.5K +480 +1%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.5M -$15.2K -373 -1%
SAM
114
Summit Asset Management
Tennessee
$1.46M -$227K -5,566 -13%
DCM
115
Dudley Capital Management
Virginia
$1.41M -$27.5K -675 -2%
LFP
116
Leeward Financial Partners
Washington
$1.39M +$1.39M +34,189 New
CFG
117
Cooper Financial Group
California
$1.38M -$309K -7,592 -18%
CWM
118
Congress Wealth Management
Massachusetts
$1.37M +$393K +9,658 +40%
ATFA
119
All Terrain Financial Advisors
Minnesota
$1.35M -$36.7K -902 -3%
JP Morgan Chase
120
JP Morgan Chase
New York
$1.31M -$1.35M -33,206 -51%
JCM
121
Jacobi Capital Management
Pennsylvania
$1.31M +$40.1K +985 +3%
LFAS
122
Level Four Advisory Services
Texas
$1.28M -$474K -11,654 -27%
WFAG
123
Worth Financial Advisory Group
North Carolina
$1.27M -$5.33K -131 -0.4%
BA
124
Ballew Advisors
Mississippi
$1.26M
EWA
125
EP Wealth Advisors
California
$1.25M +$1.89M +46,428 +705%

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.