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State Street DoubleLine Total Return Tactical ETF

309 hedge funds and large institutions have $2.61B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 100

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

4% more capital invested

Capital invested by funds: $2.51B → $2.61B (+$104M)

0.18% less ownership

Funds ownership: 84.26%84.08% (-0.18%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

2% less funds holding

Funds holding: 314309 (-5)

Holders
309
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.9%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
31
Increased
131
Reduced
100
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$1.9M -$77.8K -1,960 -4%
NS
102
NBC Securities
Alabama
$1.9M +$1.95M +49,060 New
CSIC
103
Clifford Swan Investment Counsel
California
$1.89M
Comerica Bank
104
Comerica Bank
Texas
$1.82M +$1.87M +47,125 New
KAS
105
Kestra Advisory Services
Texas
$1.74M +$257K +6,488 +17%
NEPPG
106
New England Professional Planning Group
Rhode Island
$1.7M +$104K +2,613 +6%
PIA
107
Perennial Investment Advisors
California
$1.65M -$64.6K -1,628 -4%
CGFA
108
Colton Groome Financial Advisors
North Carolina
$1.46M -$319K -8,043 -18%
LFP
109
Leeward Financial Partners
Washington
$1.46M +$138K +3,486 +10%
EWA
110
Exencial Wealth Advisors
Oklahoma
$1.45M -$2.11M -53,203 -59%
1IA
111
1620 Investment Advisors
Massachusetts
$1.44M +$16.7K +421 +1%
SAM
112
Summit Asset Management
Tennessee
$1.39M +$159 +4 +0%
CFG
113
Cooper Financial Group
California
$1.37M +$55.1K +1,389 +4%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$1.36M -$64.6K -1,628 -4%
WP
115
WMS Partners
Maryland
$1.36M +$209K +5,264 +18%
CWM
116
Congress Wealth Management
Massachusetts
$1.32M +$15.1K +381 +1%
JCM
117
Jacobi Capital Management
Pennsylvania
$1.32M +$74.1K +1,867 +6%
DCM
118
Dudley Capital Management
Virginia
$1.31M -$36.7K -925 -3%
FA
119
Fortis Advisors
Pennsylvania
$1.31M -$6.47M -163,108 -83%
MW
120
MBL Wealth
North Carolina
$1.31M -$7.84M -197,644 -85%
CAL
121
Capital Analysts LLC
Pennsylvania
$1.3M +$238K +6,002 +22%
DIM
122
Delta Investment Management
California
$1.25M -$918K -23,142 -42%
ATFA
123
All Terrain Financial Advisors
Minnesota
$1.22M -$65.3K -1,645 -5%
TFA
124
Tranquilli Financial Advisor
New Jersey
$1.22M +$52.8K +1,331 +4%
JP Morgan Chase
125
JP Morgan Chase
New York
$1.18M -$69.9K -1,763 -5%

TOTL Hedge Fund Activity: Q3 2023 in Review

309 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2023, worth a combined $2.61B — up 4.1% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TOTL and 31 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 131 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $90.8M. The largest seller was Brinker Capital Investments, cutting an estimated $43.1M.

  • 309 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2023, down from 314 in Q2 2023.
  • Funds reported $2.61B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2023 and 34 closed out, a net change of -3 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $90.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2023.